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Event Date |
Thu Sep 22 BST (about 2 years ago)
In your timezone (EST): Wed Sep 21 7:00pm - Wed Sep 21 7:00pm |
Location |
FT Forums
1 Friday St, London EC4M 9BT, UK |
Region | EMEA |
This conference, which qualifies for CPD, will help advisers, planners and paraplanners identify opportunities to grow their businesses, enhance personal knowledge and learn new ways to improve the client experience.
The past decade has been a tumultuous one for financial advice. With regulatory reforms, unpredictable market conditions and inflated costs of living, financial advisers have had to weather many storms.
WHO SHOULD ATTEND?
FTAdviser welcomes delegates from the following job titles:
• Financial Advisers/Planners
• Paraplanners
• DFMs
• Wealth Managers
• Mortgage Advisers
• Tax Planners
• Investment Advisers
2022 Speakers
Caroline Rainbird
CEO, FSCS
Simon Harrington
Head of Public Affairs, PIMFA
Therese Chambers
Director of Consumer Investments, Financial Conduct Authority
Matthew Connell
Director, Policy and Public Affairs, Chartered Insurance Institute
Sarah Lord
President, Personal Finance Society
Robert Sinclair
Chief Executive, Association of Mortgage Intermediaries
David Fairs
Executive Director of Regulatory Policy, Analysis and Advice, The Pensions Regulator
Nick Bird
Head of Strategic Growth, Octopus Investments
Brian Hill
Head of Strategic Exits, The Exit Partnership
Margaret Snowdon OBE
President, The Pensions Administration Standards Association
Caroline Anstee
Managing director, Anstee & Co
Colin Lawson
Founder, Equilibrium Financial Planning
Tish Hanifan
Founder and Joint Chair, Society of Later Life Advisers
Peter Lowman
Chief Investment Officer, Investment Quorum
Derek Bradley
CEO, Panacea
Yvonne Sonsino
Partner, Mercer
Keith G. Churchouse
Founder, Chapters Financial Limited
Angus Macnee
CEO, ValidPath (Rimbal)
Roger Skeldon
Fund Manager, TIME Investments
Mark Pearson
Chief Commercial Officer, Advanta Wealth
Simoney Kyriakou
Editor, FTAdviser
Caroline Siarkiewicz
CEO, The Money and Pensions Service
Anna Pollins
Managing Director (Partnership), Fairstone
Tanya Pein
Head of Sustainable Investment, In2 Planning
Ruby Hinchliffe
Reporter, FTAdviser
David Thorpe
Special projects editor, FTAdviser
Maria Espadinha
Editor, Pensions Expert
Amy Austin
News editor, FTAdviser
Ima Jackson-Obot
Deputy features editor, FTAdviser
Carmen Reichman
Multi-media editor, FTAdviser
Damian Fantato
Deputy editor, FTAdviser
Melanie Tringham
Features editor, FTAdviser
Chloe Cheung
Senior features writer, FTAdviser
Sonia Rach
Deputy news editor, FTAdviser
Jane Matthews
Reporter, FTAdviser
Mobeen Tahir
Director (Research), WisdomTree
Susan Ball
President, Chartered Institute of Taxation
Anthony Arter
Pensions Ombudsman
Alpesh Patel
Founder, Praefinium Partners Ltd
Melony Holman
Compliance Consultant, Compliance & Training Solutions Ltd
Emmanuel Asuquo
Financial Adviser, Belvedere Wealth Management
Samantha Secomb
Founder, Women's Wealth
Jonathan Laws
Senior IFA, Cameron James Ltd
Derek Smith
Morningstar Wealth Platform, Head of Technology
Toni Sheen
Director, PI Financial
2022 Sponsors
• Morningstar Wealth Platform and Wealthcraft
• TIME Investments
• WisdomTree
• Octopus Investments