Agenda
Location: The Elvetham Hotel, Hartley Wintney, Hampshire
| Thursday 19th October | ||
| 18:30 | Pre-dinner drinks - The Morning Room | |
|---|---|---|
| 19:30 | Welcome - The Library | Clive Waller - Chairman |
| Dinner - Prior Suite | ||
| After Dinner Speaker | eValve | |
| Friday 19th January - The Library | ||
| Theme: Pensions freedom and the retirement dilemma | ||
| 08:45 | Welcome | Clive Waller |
| 08:50 | Future adviser - digital but face-to-face - Brought forward from 11:20 session | Guy Myles, Flying Colours |
| 09:10 | Financial planning through a crystal ball | David Taylor of OCP & Alan Sherriff of Cboxx |
| 10:00 | What is the future for conventional platforms | Martin Jennings, Parmenion |
| 10:50 | Coffee | |
| Introduction to the 'The Dragon's drawing room' | ||
| 11:20 | Five speakers will make a case for the future success of their propositions | Caroline Burkart, Director, Scorpio |
| 11:40 | The digital future of advice | Simon Binney Wealth Wizards |
| 12:00 | Why face-to-face advice will continue to thrive | Hayley North, Rose & North |
| 12:20 | The case for cloud based wealth management technology | Hugo Thorman Seccl |
| 12:40 | Own your future | Vinay Jayaram, Envizage |
| 13:00 | Questions, discussions & wind up | Caroline Burkat |
| 13:15 | Close | Clive Waller |
| 13:20 | Lunch |
During lunch, Mark Polson will present findings of the research project “Never Mind the Quality ….3, conducted by his renowned consultancy, the lang cat with CWC Research on CIPs, MPS, decumulation and much more, to those who are interested, whilst they enjoy their buffet lunch