Thursday 12 October |
|
|
18:30 |
Pre-dinner drinks - Cocktail Bar |
|
19:30 |
Welcome - The Conservatory |
Clive Waller, Chair, The Investment Network |
|
Dinner |
|
|
Holly Mackay |
CEO, Boring Money |
Friday 13 October |
|
|
08:50 |
Welcome |
Clive Waller, Chair, The Investment Network |
08:55 |
Introduction by the conference chair |
Ollie Smith, UK Editor, Morningstar Wealth |
09:00 |
Nina Jones |
Head of Adviser Experience, Fidelity International |
09:30 |
Discussion |
|
09:40 |
The Trust in Advice Gap |
Adam Price, COO, Octopus Money and Chair VouchedFor |
10:20 |
Discussion |
|
10:30 |
Coffee |
|
11:00 |
Do consumers trust financial advisers and investment managers? Does it matter if they don't? |
Mick McAteer |
11:40 |
Discussion |
|
11:50 |
V@*nurability: Demystifying the taboo |
Hayley North, Founder and Financial Planner, Rose & North Chartered Financial Planners |
12:20 |
Discussion |
|
12:30 |
Introducing FCA |
Keith Richards, CEO, Consumer Duty Alliance |
12:35 |
Implementing the Consumer Duty - A discussion on firms' early experiences implementing the duty and an opportunity to flag areas of challenge. Followed by Q&As |
Chris Hewitt APFS, Technical Specialist |
13:15 |
Lunch |
|