National Financial Planning Symposium 2018 - Bolton | Personal Finance Society | 14 November 2018 | Bolton Whites Hotel, Macron Stadium, De Havilland Way, Bolton BL6 6SF, United Kingdom

Venue
Bolton Whites Hotel
Bolton Whites Hotel, Macron Stadium, De Havilland Way, Bolton BL6 6SF, United Kingdom

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Event Date Wed Nov 14 GMT (about 6 years ago)
In your timezone (EST): Wed Nov 14 3:00am - Wed Nov 14 12:00pm
Location Bolton Whites Hotel
Macron Stadium, De Havilland Way, Bolton BL6 6SF, United Kingdom
Region EMEA
Details

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.

Speakers

2018 Speakers

Sarah Cruddas
British Space Journalist, Broadcaster and Author

John White
Partner, Personal Finance Society

Keith Richards
Personal Finance Society

Frank Witte
University College London

Jason Whyte
Partner, EY

Abbie Knight
Embark Group

Brett Davidson
Founder of FP Advance and the Uncover

Steve Bee
Jargonfree Benefits

Rory Percival
Rory Percival Training and Consultancy

Trevor Williams
TWC

Mandy Hickson
Managing Director, Hickson-Experience from the front line

Sponsors & Partners

2018 Partners

• SEVEN Investment Management
• AEGON
• AVIVA
• AVIVA INVESTORS
• BLACKFINCH INVESTMENT
• BLACKROCK
• BNY MELLON
• CANADA LIFE
• CHARLES STANLEY
• Cleaver Adviser
• COLUMBIA THREADNEEDLE INVESTMENT
• Cornelian ASSET MANAGEMENT
• Fidelity
• Intelliflo
• Invesco
• iress
• Janus Handerson
• J.P Morgan
• JUPITER
• JUST
• Key Partnerships
• Legal & General
• M&G INVESTMENTS
• moneyinfo
• MORNINGSTAR
• ns&i
• octopus investments
• OLDMUTUAL WEALTH
• PlanPlus Global
• prestewood GROUP
• PRUDENTIAL
• ROYAL LONDON
• Schroders
• SCOTTISH WIDOWS
• SimplyBizGroup
• Standard Life Wealth
• tavistock wealth
• iShares
• thesis asset management
• TIME INVESTMENT
• transact take control
• utmost
• Vanguard
• WINTON