FT Adviser Financial Advice Forum 2019 - London | Financial Times | 11 September 2019 | Leonardo Royal Hotel, 45 Prescot St, London E1 8GP, UK

FT Adviser’s new one day event - free to UK financial intermediaries - will bring you the views of industry and regulatory experts on the latest challenges facing advisers, and how they can be overcome. Advisers are offered a selection of 3 'tracks' during the day where the latest mortgage, investment and pension developments will be explored and explained in-depth. Attendees will earn CPD and return to their offices equipped with the very latest knowledge - and new ideas about how best to assist their clients.

Pension freedoms, which came into force in 2015, have proved to be a double-edged sword; it has provided greater flexibility for consumers and yet has caused greater confusion.

While the average Briton is able to take control of their pension pot at 55, figures from the Association of British Insurers, the Financial Conduct Authority and the Department for Work and Pensions all indicate there are significant numbers of people who, not having financial advice, might be making the wrong choices at retirement.

How can the pensions industry work together to improve access to guidance, information and advice? What sort of products are available, and are they meeting the needs of Britons? What opportunities are there for financial advisers to lead the charge in helping people secure their financial futures?

This forum brings together industry experts and policy makers to explore ways to make the pensions freedom and choice regime work for everyone.

2019 Speakers

CHAIRS & MODERATORS:

Damian Fantato
Deputy Editor, Financial Adviser

Dan Jones
Editor-in-Chief, FTAdviser

Simoney Kyriakou
Editor, Financial Adviser

Craig Rickman
Special Projects Editor, Money Management

SPEAKERS:

William Hobbs
Chief Investment Officer, Barclays

Ros Altmann
Pensions Expert and Consumer Champion

Jane Dring-Morris
Paraplanning Team Manager, Chesterton House Financial Planning

Jean-Paul Jaegers
Head of Investment Strategy, Barclays

Fiona Tait
Technical Director, Intelligent Pensions

Nicola Watts
Director and Certified Financial Planner, Jane Smith Financial Planning

Andrew Montlake
Director, Coreco

Patrick Connolly
Chartered Financial Planner, Chase de Vere

Phillippa Hann
Partner, Clark Willmott LLP

Amyr Rocha-Lima
Partner, Holland Hann & Wills

Alan Lakey
Director & CIC Historian, CIExpert

Adrian Boulding
Director of Policy, NOW: Pensions

Claire Trott
Head of Pensions Strategy, Technical Connection

Mike Barrett
Consulting Director, lang cat financial

Helen Morrissey
Pension Specialist, Royal London

Nick Bayley
Managing Director, Compliance and Regulatory Consulting, Duff & Phelps

Keith Speck
Portfolio Specialist, Morningstar

Mark Spiers
Partner, Bovill

David Elliott
Retirement Associate, FinalytiQ

Martin Stewart
Director, London Money

Chris Giles
Economics Editor, Financial Times

Graham Walsh
Policy Adviser, ABI

Paul Speight
Canada Life

John Porteous
Head of Distribution, Charles Stanley

Brian Byrnes
Investment Adviser, Wealthsimple

Kay Ingram
Director of Public Policy, LEBC Group

Dan Kemp
Chief Investment Officer, EMEA, Morningstar

Louise Jeffreys
Managing Director, Gunner and Co.

Simon Harrington
Senior Policy Adviser – Public Policy, PIMFA

Richard Power
Head of Quoted Smaller Companies, Octopus Investments

Nick Dixon
Investment Director, Aegon

Anjali Sarin
Head of UK, Moneyfarm

2019 Sponsors

ASSOCIATE SPONSORS:
• Charles Stanley
• Canada Life
• Octopus Investments

PANEL PARTNER:
• Aegon

EXHIBITING SPONSORS:
• Artemis
• FE Invest
• Mercia Asset Management