11:00
Registration Zone
Registration Opens
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12:10
Glastonbury
The Science of Retirement Income
Abraham Okusanya
Abraham Okusanya
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Coachella by Winton
Think in decades not days: Principles for successful long-term investing
Nandini Ramakrishnan
Nandini Ramakrishnan
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Proms on the Green
More Income Doesn’t Have to Mean More Risk
Colin Morton
Colin Morton
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Montreux
Developing an attractive HNW client proposition
Mark Hayhoe
Mark Hayhoe
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Woodstock
A new building block for retail portfolios – Mission Impossible?
Graeme Abell
Graeme Abell
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13:00
Glastonbury
International financial planning perspectives
Dan Dobry
Dan Dobry
Marta Gellová
Marta Gellová
Michael Fordham
Michael Fordham
Paul Stanfield
Paul Stanfield
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Coachella by Winton
How we help people make better decisions - panel discussion
Christopher Budd
Christopher Budd
Greg Davies
Greg Davies
Jan Bowen-Nielsen
Jan Bowen-Nielsen
Neil Bage
Neil Bage
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Proms on the Green
Driving value by consolidating legacy assets
Martin Coyle
Martin Coyle
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Montreux
Client Engagement - Perception vs Reality
Neil Cowell
Neil Cowell
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Woodstock
Using alternatives to protect portfolios
Ian Jensen Humphreys
Ian Jensen Humphreys
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Woodstock
Testementary Freedom
Ursula Collie
Ursula Collie
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14:00
Glastonbury
It ain't rock n roll but we like it
Keith Richards
Keith Richards
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Glastonbury
Reflections from the pensions strategy hot seat
Ros Altmann
Ros Altmann
Steve Webb
Steve Webb
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Coachella by Winton
Back to the future of financial advice
Nick Eatock
Nick Eatock
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Proms on the Green
The future of robo advice
Ben Goss
Ben Goss
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Montreux
How to build a HNW, private client business
Abbie Knight
Abbie Knight
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Woodstock
How is data changing customer engagement in Financial Services
Richard Howells
Richard Howells
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15:40
Glastonbury
The digital revolution - evolution or extinction for advisers?
Mark Hopcroft
Mark Hopcroft
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Coachella by Winton
The Improbability Principle: why coincidences, miracles, and rare events happen ...
David Hand
David Hand
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Proms on the Green
Global, unconstrained, multi-asset investing – the only credible approach to t...
Hector Kilpatrick
Hector Kilpatrick
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Montreux
The impact of the residential nil rate band
Gerard Dodgson
Gerard Dodgson
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Woodstock
Education and screening to mitigate defined benefit transfer risks
Alistair Cunningham
Alistair Cunningham
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16:30
Glastonbury
Built to Grow...Are you thinking like a day 1 business?
Royston Guest
Royston Guest
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Coachella by Winton
Portfolio construction: Staying fresh in a changing world
John Hair
John Hair
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Coachella by Winton
Risk Targeted Investing – The "Main Stage" issue for Adviser Investment Soluti...
Thomas Stokes
Thomas Stokes
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Proms on the Green
An update on the global economy and strategic asset allocation
Caspar Rock
Caspar Rock
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Proms on the Green
Protection – The Headline Act?
Robert Betts
Robert Betts
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Montreux
Stress testing your retirement advice
Kevin Deamer
Kevin Deamer
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Montreux
The Clock is Ticking: Avoiding the Hidden Dangers in Multi Asset Investing
Trevor Greetham
Trevor Greetham
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Woodstock
Goodstock: Insights into discovering UK stock market gems
James Thorne
James Thorne
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Woodstock
Intergenerational planning in an ageing world
Karen Sullivan
Karen Sullivan
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17:40
Glastonbury
Data and the power of knowledge
Clive Woodward
Clive Woodward
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Glastonbury
The future of digital client engagement
Ian McKenna
Ian McKenna
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Woodstock
The rough guide to behavioural money coaching
Hayley Tink
Hayley Tink
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08:00
Glastonbury
Choosing critical illness protection by policy definitions
Adam Hazell
Adam Higgs
Adam Higgs
Adam Hazell
Ian McKenna
Ian McKenna
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Glastonbury
The Pensions Freedoms time bomb
Julie Lord
Julie Lord
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Coachella by Winton
Winning strategies for financial advisers
Danby Bloch
Danby Bloch
Miranda Seath
Miranda Seath
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Coachella by Winton
Coaching to Planning to Advice
Christopher Budd
Christopher Budd
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Proms on the Green
Use of technology in financial advice – how to select the best systems
Adam Higgs
Adam Higgs
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Proms on the Green
Property and the Silver Pound
Jason Ruse
Jason Ruse
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Montreux
Multi jurisdictional planning considerations
Philip Billingham
Philip Billingham
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Montreux
Right solutions for the right customer: The importance of understanding customer...
Richard Horner
Richard Horner
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Woodstock
6 topical tax planning opportunities for financial advisers
John Woolley
John Woolley
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Woodstock
Up close and personal, listening to what is not being said
Richard Mullender
Richard Mullender
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10:10
Glastonbury
President's address
Sharon Sutton
Sharon Sutton
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Glastonbury
FAMR - What it means for you and your clients
Clinton Askew
Clinton Askew
David Geale
David Geale
Robin Keyte
Robin Keyte
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Coachella by Winton
Tomorrow’s World
Richard Clode
Richard Clode
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Coachella by Winton
Bridging the advice gap for low value clients
Andrew Keegan
Andrew Keegan
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Proms on the Green
Business efficiencies for sustained longevity
Andrew Denham-Davis
Andrew Denham-Davis
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Montreux
Lifestyle Financial Planning for Business Owners
Steve Martin
Steve Martin
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Woodstock
Picking the Right Managers
Gavin Corr
Gavin Corr
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11:40
Glastonbury
Helping your clients make sense of global change
Justin Urquhart Stewart
Justin Urquhart Stewart
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Glastonbury
Differentiate or Die!
Paul Armson
Paul Armson
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Coachella by Winton
Cutting through the noise of pension transfers
Martin Clubbs
Martin Clubbs
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Coachella by Winton
Active, passive or a third way?
Georg Elsaesser
Georg Elsaesser
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Coachella by Winton
Value investing - Looking where others don't, won't or can't
Nicholas Kirrage
Nicholas Kirrage
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Proms on the Green
Platforms – Bringing Segregated Portfolio Management To The Mass Affluent
Lothar Mentel
Lothar Mentel
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Montreux
Bridging the trust gap - Using your website to win clients before they walk in y...
Peter Matthew
Peter Matthew
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Montreux
How is data changing customer engagement in Financial Services
Richard Howells
Richard Howells
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Woodstock
Inheritance tax and pensions: one-year on… where are we now?
Paul Kennedy
Paul Kennedy
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13:00
Glastonbury
Vital listening skills to build a strong relationship
Richard Mullender
Richard Mullender
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Coachella by Winton
Absolute Return: Keep Calm and Carry On
Jamie Richardson
Jamie Richardson
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Coachella by Winton
The ‘WHAT’ of estate planning: why, how, access and taxation
Andrew Fear
Andrew Fear
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Proms on the Green
Mega trends : Where next for demographics and technology
Edward Bonham Carter
Edward Bonham Carter
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Proms on the Green
Vulnerability in the system?
Martin Lines
Martin Lines
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Montreux
A MAP for the 21st Century Financial Planning Firm
Alan Smith
Alan Smith
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Montreux
Life changing experiences
David Batchelor
David Batchelor
Jeremy Squibb
Jeremy Squibb
Kate Gannon
Kate Gannon
Robin Melley
Robin Melley
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Woodstock
Sex, chocolate and bucket-list planning
Julie Lord
Julie Lord
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Woodstock
Risk Targeted Investing – The "Main Stage" issue for adviser Investment Soluti...
Thomas Stokes
Thomas Stokes
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14:20
Glastonbury
Implementing true Financial Life Planning
George Kinder
George Kinder
Justin King
Justin King
Michael Fairweather
Michael Fairweather
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Glastonbury
The EU, Finance and the City
Vince Cable
Vince Cable
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Coachella by Winton
The Royal Mint Gold Story: Building the latest blockchain for the oldest market
Tom Coghill
Tom Coghill
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Proms on the Green
The Hybrid Planner - The "Do"s and "Don't"s of Digital
Christopher John Pitt
Christopher John Pitt
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Montreux
Driving value by consolidating legacy assets
Martin Coyle
Martin Coyle
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Montreux
Perfecting that first client meeting
Damien Rylett
Damien Rylett
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Woodstock
Is increasing equity exposure an acceptable risk in today’s compliant markets?
Graeme Abell
Graeme Abell
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16:10
Registration Zone
End of Conference
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