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London National Financial Planning Symposium 2018

About the Event

2018 Financial Planning Symposiums – Resistance is futile

Incredibly powerful forces are driving change in the way professional financial advice is delivered. Should you resist or let the forces guide you? Demographics, longevity, later life and a new retirementality. Shifting social values that are driving innovation and a quickening pace of change that is demanding scenario planning and clearer financial roadmaps to aid decision making.

*Please be advised that this conference is a 2 day event, starting on Thursday noon and ending early Friday afternoon. If you are interested in attending for either 1 or 2 days, please register your interest for the entire event.

Speakers

Sarah Cruddas

Speaker

Company: Space for Humanity

Sarah Cruddas is a British Space Journalist, Broadcaster and Author. She has a BSc in Physics with Astrophysics from the University of Leicester and a Masters in Broadcast Journalism from the University of Westminster. She is the face of space on British television and can be seen covering space on Sky News, as well as other national UK channels, including Channel 5, Channel 4 News and ITV. She also appears on screen on shows on National Geographic and The Discovery Channel as well as various BBC shows such as Coast and Horizons Business. Sarah specializes in space exploration, but has reported on all aspects of science and technology from across the world including from Rwanda, North Korea, Tibet and Eastern Europe. Her reports have featured on BBC Radio’s flagship ‘From Our Own Correspondent’, BBC World Service and across BBC News. She is also an established writer, covering all aspects of space exploration for Discovery, the BBC, New Scientists, The Sunday Times (London), The Telegraph, CNN, The Royal Aeronautical Society and a host of other publications. Away from journalism, Sarah works as a communication consultant for start ups in science and technology and as the the Director of Marketing for Space for Humanity, a global non-profit which aims to democratize access to space. Sarah is passionate about STEM education and helping to inspire the next generation of space explorers. Her 3rdChildren’s book will be released World Wide in Spring 2019.

Keith Richards

Speaker

Company: Personal Finance Society

Keith has over 30 years experience within financial services operating at executive level across both manufacturing and distribution. He has an established media profile and is a visible figurehead within the intermediary sector, regularly called upon for comment on UK financial services matters both home and abroad. Keith established a strong media profile whilst representing Tenet Group as Group Distribution and Development Director. Actively engaged in the promotion of financial services within the UK he has contributed to the boards of both AIFA (now APFA) and AMI. He is Chairman of TISA Exco for Adviser Protocol and has represented the intermediary sector over many years on a number of panels and strategic leadership forums. Keith was appointed Chief Executive of the Personal Finance Society in May 2013. In addition to guiding the strategic evolution of the society he has evolved a greater government and regulatory engagement, brought about enhancements to membership benefits and its national CPD programme and introduced a number of key consumer facing initiatives - the Consumer Confidence and United Profession Campaigns being such initiatives that have been embraced by the majority across the advice profession.

Frank Witte

Speaker

Company: University College London

Frank Witte has been an active amateur astronomer from 1980 through to 1988. In 1984 he was the first to complete a sufficiently dense series of telescopic observations of the Geminid meteor shower to allow the calculation of a telescopic activity profile, which was published by Jenniskens & Witte. Frank spent two terms in 2001 as a visiting fellow to St Johns College in Cambridge and one term in 2009 as an academic visitor to the QOLS group at Imperial College London. Since August 2010 Frank is at the department of Economics of University College London. Frank Witte is a regular contributor to "The Naked Scientists".

Jason Whyte

Speaker

Company: EY

Jason is an Associate Partner in EY’s UK Insurance sector team with over 20 years’ experience in Life & Pensions, Retail Investment and Banking in the UK, India and China. He specialises in helping providers adapt their strategies and operating models in response to market and regulatory changes. Jason recently led the development of Pensions in 2030, a global study of how we could rethink pensions and retirement systems to be fairer, more sustainable and produce better outcomes for countries and individuals.

John Redwood

Speaker

Company: Charles Stanley

John Redwood has held senior investment roles at Robert Fleming and NM Rothschild in the 1970s and 1980s. More recently he has been a Pension trustee, Investment Committee member for an Oxford College, Chairman of an investment company and a non-executive Director of a hedge fund and an Investment Trust. An early advocate of tracker funds, he has written extensively on economics and investment.

Brett Davidson

Speaker

Company: FP Advance Ltd

Brett is the Founder of FP Advance and the Uncover Your Business Potential programme. He helps financial planning professionals advise better and live better by growing more profitable without losing their social purpose (or soul). Professional Adviser magazine rated him one of the Top 50 Most Influential people in UK financial services on three occasions - an honor backed by his robust “Black Book” of powerhouse contacts.

Steve Bee

Speaker

Company: Jargonfree Benefits

Steve Bee is a prominent pensions strategist. Aside from his role as CEO of jargonfree, part of a leading IFA advisory and consultancy service, he contributes columns and cartoons to a number of industry publications. Steve is well known for his campaign to simplify the jargon that surrounds the world of pensions and benefits. In the same entertaining, down-to-earth way, his presentations tackle head-on what many seem to be ignoring.

Trevor Williams

Speaker

Company: TW Consultancy

Trevor Williams is the former chief economist of Lloyds Bank. His experience covers financial markets, the UK and global economy, including issues such as global trade, demographics, productivity, the third industrial revolution and the future of the global economy, of manufacturing & industry etc. Trevor runs his own consultancy – TWC: www.trevorwilliams.biz. He blogs and presents at conferences and other client-focussed events, representing economic views on a range of topics. He is a visiting Professor at the university of Derby, Chairman of the Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC), author of Trading Economics (Wiley), and writes a regular column in Moneyfacts.

Justin Urquhart Stewart

Speaker

Company: Seven Investment Management

During his working life, Justin has worked on vineyards around Europe and also worked on Southampton Docks where he was even elected as a Trades Union shop steward. From studying law at Southampton University he trained as a barrister however, recognising his astonishing lack of talent went into international corporate and trade finance in Uganda and in South East Asia where he lived in Singapore. Returning to the UK he was involved in the development of Big Bang in 1986 with BZW. From this he, with others, went on to found Broker Services which eventually went to become Barclays Stockbrokers where he was Corporate Development Director. He is an enthusiast for greater financial education and the reform of investment structures for both investors and companies needing easier access for funding. As a result he has helped in the establishment of educational body Proshare, and also the development of the AIM market. Currently, he is keen on developing reforms for government privatisations as well as the development of regional investment structures for businesses of all sizes. He is a regular commentator and columnist on the media and is often called upon to demystify complicated financial jargon and stories. He and his business partner of many years founded Seven Investment Management (7IM) in 2001 to provide some "radical common sense" to change "a lazy, lethargic and self-satisfied" investment industry which they saw as being primarily run for the benefit of itself rather its clients. He is an amateur archaeologist and in the summer of 2015 went to Rome with his old university to take part in an archaeological dig and this summer will be joining another dig in Northern Israel. Justin has an Irish wife, an Indonesian daughter, three Burmese cats, one motor cycle and a British racing green 1964 Morris Traveller. In March 2015 Justin won The Spectator Money Award for Lifetime Achievement and in March 2017 he won the Outstanding Contribution Award at the City of London Wealth Management Awards.

Abraham Okusanya

Speaker

Company: FinalytiQ Limited

Abraham is the principal at FinalytiQ, a research firm specialising in investment propositions, pensions and platforms. He sits on the investment committees of several financial planning firms, and he’s frequently sought by asset managers, pension and platform providers looking to build products and propositions that are fit for purpose.

Michelle Hoskin

Speaker

Company: Standards International

Michelle Hoskin (aka Little Miss WOWW!) is well known for her endless enthusiasm and energy, infectious personality and unique outlook on what she describes as a “magical profession”. With over 20 years’ experience working alongside some of the world’s most successful financial services organisations, Michelle is an internationally recognised author, speaker, coach and leading expert in identifying and designing international best practice standards of operational excellence. Michelle is pioneering change in the global marketplace through her continued work at Standards International a company she founded over 20 years ago! She has recently led a committee to the design and launch of the new international standard for professional paraplanners. Relentless in her pursuit to drive a global movement of change within financial services, Michelle is fully committed to supporting financial professionals throughout the world achieve things they only dreamed were possible and working with them to become the best possible version of themselves.

Abbie Knight

Speaker

Company: DISCUS

Abbie is incredibly passionate about helping financial advisers to transform and grow their businesses through strategic, targeted marketing initiatives and the deployment of digital solutions. She draws on almost two decades’ financial services experience in the UK, US and Australia. Abbie lectured in Marketing and eBusiness at the University of Technology Sydney (UTS), while working at AMP and Henderson Global Investors in Australia. In the UK, she has supported large and small financial planning firms, whilst consulting to companies such as Invesco, SEI and JPMorgan. Today she heads up digital strategy at the Embark Group and regularly presents on business transformation, value proposition development, marketing, social media and all things digital.

Christopher Budd

Speaker

Company: Ovation Finance Ltd

Chris Budd is the founder of Ovation Finance, a fee-based financial planning practice. He is a qualified business coach (Ad.Dip in Coaching & Mentoring, European Mentoring & Coaching Council). He writes books, including two novels and the Financial Wellbeing book. His new book, about succession planning and employee ownership, will be published in 2018. He’s a regular speaker at conferences, both at financial services events on Ovation’s coaching, then planning, then advice model, and to the public about money and happiness.

Chris Davies

Speaker

Company: Model Office and Engage Insight

Chris has 27 years experience in retail financial services both in the UK, and internationally in Asia and Australia. In 2013 Chris founded Engage Insight (Engage) a Compliance (RegTech) research and development agency which focuses on ensuring that retail investment advice firms grow their businesses in a compliant, and client-centric manner. Engage’s 5 years of industry research means business planning and consultancy services are tailored to the needs of the industry and consumers. Engage also provides professional development services to based on emotional intelligence and executive coaching. In 2017 Chris launched “Model Office”(“MO®”), which combines research with RegTech and business benchmarking and allows retail investment firms, for the first time, to benchmark their professional development against The FCA rules, their papers, key directives such as KYC, AML, TCF, Suitability, MiFIDII, The GDPR and SMCR and gain a regulatory dashboard with digital strategies to improve compliance scores. MO®, an AI-driven chatbot complaince assistant has also launched, so you can ask her all sorts of compliance questions and MO® will interrogate back office systems and The FCA Handbook for answers you need Chris’s experience has given him an in depth understanding of the Fin/RegTech eco-system and the direction of regulatory and commercial travel. Indeed Thomson Reuters risk, compliance and RegTech social influencers listings ranked Chirs in their UK top 30 most influential thought leaders with MO® also voted in the UK’s top 50 RegTech firms by ING RegTech Markets. Chris is a Chartered member of The Chartered Management Institute and an Associate member of the Chartered Institute for Secrurities and Investments and holds an Msc in Organisational Behaviour.

Mark Polson

Speaker

Company: The Lang Cat

Mark Polson is founder and principal of the lang cat, a specialist platforms, pensions and investment consultancy. From its Edinburgh base, the lang cat works with platforms, life companies, asset managers and large advisory firms helping them interpret regulation, develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without a financial services degree have a hope of understanding them.

Rory Percival

Speaker

Company: Rory Percival Training and Consultancy

In November 2016 Rory set up his own firm (Rory Percival training and Consultancy Limited) focusing on conference speaking, consultancy, guides and training. Prior to this he was at the regulator for 10 years and was involved with high profile projects such as pension switching, structured products, platforms and intermediaries, risk profiling, centralised investment propositions, mystery shopping in banks, RDR implementation, RDR adviser charges and services, non-advised/simplified advice and due diligence on products and services. Prior to joining the regulator, Rory worked in the industry for around 20 years and has Chartered Financial Planner status.

Helen Sharman

Speaker

Company: The First British Astronaut

Helen Sharman OBE is the first British Astronaut. In May 1991, she launched on a Russian Soyuz spacecraft and spent 8 days orbiting the Earth, living and working on the MIR Space Station. A superb speaker, Helen enthuses her audience about Space, STEM and the wonders of science. She describes the meticulous training and preparation, learning Russian, the launch and landing, how weightlessness feels, her science experiments, the team spirit, and adjusting to life back on Earth. Awarded the OBE in 1993, Helen is a full-time scientist, a pioneer, a role model for young people (of all ages!) and an inspiration.

Venue

Intercontinental the O2

1 Waterview Drive
Greenwich Peninsula
London
SE10 0TW

2084636868

Venue website

FAQs

How do I register?

Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

What is the dress code for the conference?

The dress code is business attire.

I have already registered but now I need to change my registration details, how should I do this?

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

I registered for the Conference, but I haven't received a confirmation email. Why?

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office and we can check your records.

Will my CPD be updated?

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

How and when will I receive my CPD certificate?

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a conference, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email regionals@pfsevents.org to clarify this.

I'm not sure about the CPD process and requirements - could you please advise me?

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

I have a special and/or dietary requirement - will this be catered for?

We will do our best to accommodate all special and/or dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

I am unable to attend, but I would like to receive the presentation slides - how do I get these?

Please email the Conference Office at regionals@pfsevents.org after the Conference and we will send you all the post event literature.

London National Financial Planning Symposium 2018

About the Event

Event Details

Speakers

Sarah Cruddas

Keith Richards

Frank Witte

Jason Whyte

John Redwood

Brett Davidson

Steve Bee

Trevor Williams

Justin Urquhart Stewart

Abraham Okusanya

Michelle Hoskin

Abbie Knight

Christopher Budd

Chris Davies

Mark Polson

Rory Percival

Helen Sharman

Venue

Intercontinental the O2

FAQs