Agenda

Location: The Elvetham Hotel, Hartley Wintney, Hampshire

Thursday 13th October
18:30 Pre-dinner drinks - The Morning Room
19:30 Welcome - The Library Clive Waller - Chairman
Dinner
After Dinner Speaker Shaun Crawford, EY
Friday 14th October - The Library
08:45 Welcome Clive Waller
08:50 how innovation could affect the world of retail investment Jim Dawton, Impeller Ventures
09:25 How platforms need to develop to remain central in the digital world David Howard, Platform Action
10:00 The future of investment advice Ben Goss, Dynamic Planner
10:40 Coffee
11:00 Re-engineering financial services through digitisation Mik Cons & Sim Sangha, Sammedia
11:40 How might blockchain impact retail financial services? Will Trout, Celent
12:30 Panel Session Simon Rawle, Senior ombudsman, FOS
Morning speakers plus Simon Bussy, Altus
13:20 Conclusion
13:30 Lunch - The Conservatory Damian Hinds, MP, Exchequer Secretary to the Treasury
14:15 Close