Financial Advice Forum 2021 | FTAdviser | 7 September 2021 | Virtual Event

FTAdviser’s most anticipated event of the year - the Financial Advice Forum - returns and offers an even bigger and better experience for 2021. Get your regulatory scoop directly from the FCA, and take your pick of specialised topics covering pensions and investments. Amid a global pandemic, market shifts and extreme changes to the world of work, the financial advice market has already shifted dramatically over the past year. Understanding how the ‘new normal’ might affect clients - and their investments - is a priority if intermediaries are to deliver on their promises this year.

Agenda highlights:
• FCA keynote - Edwin Schooling Latter will provide key insight into the UK financial markets in a post-Brexit world
• Hybrid adviser panel - hear from our panel on what it takes to be a hybrid adviser in changing times and how to best scale your advice business to cater to new clients
• ESG 360 - ensure you are truly embodying ESG principles not only in your investment propositions but also within your firm to have the greatest impact
• Pensions stream - providing insight into the most crucial pensions related issues such as retirement income, pensions transfers, taxation and much more
• Investments track - advising on your clients’ investments in an unpredictable market by focusing on areas such as ‘safe haven’ assets, the outlook for equity markets and ESG

Who should attend?
• FTAdviser welcomes delegates from the following job titles:
• Financial Advisers/Planners
• Paraplanners
• DFMs
• Wealth Managers
• Mortgage Advisers
• Tax Planners
• Investment Advisers

2021 Speakers

Amy Austin
Senior Reporter, FTAdviser

Andrew Warwick-Thompson
Professional Trustee, Capital Cranfield Limited

Bill Dodwell
Tax Director, Office of Tax Simplification

Carmen Reichman
News Editor, FTAdviser

Clive Waller
Managing Director, CWC Research

Damian Fantato
Digital Editor, FTAdviser

Dan Jones
Editor-in-Chief, FTAdviser

David Macdonald
Founder and Director, Path Financial

David Thorpe
Special Projects Editor, FTAdviser

Edwin Schooling Latter
Director of Markets and Wholesale Pol, Financial Conduct Authority

Fiona Tait
Technical Director, Intelligent Pensions Ltd

Gretchen Betts
Managing Director, Magenta Financial Planning

Janet Mui
Investment Director, Brewin Dolphin

Kanishk Swarup
Financial Planner and Wealth Manager
St. James's Place Wealth Management

Mark Polson
Principal, the lang cat

Matthew Yeates
Head of Alternatives and Quantitative Strategy, 7IM

Nicholas Toubkin
Senior Client Director, Strabens Hall

Peter Toogood
Chief Investment Officer, The Adviser Centre

Rebecca Aldridge
Managing Director, Balance: Wealth Planning Limited

Richard Bradley
Research Director, Platforum

Richard Ross
Director, Chadwicks

Robert Sinclair
Chief Executive, AMI

Sean Osborne
Group Head of Sales, Charles Stanley

Shona Lowe
Managing Director - Private Client & Corporate, 1825 Financial Planning and Advice Ltd

Simoney Kyriakou
Senior Editor, FTAdviser

Sonia Rach
Senior Reporter, FTAdviser

Sophia Dimitriadis
Research Fellow, ILC UK

Willem Sels
Global Chief Investment Officer, HSBC Private Banking & Wealth Management, HSBC

2021 Sponsors

HEADLINE SPONSOR:
• Charles Stanley

PANEL PARTNER:
• 7IM

TAX SPONSOR:
• Octopus Investments