National Financial Planning Symposium 2018 - London | Personal Finance Society | 22 November 2018 | InterContinental London - The O2, 1 Waterview Dr, London SE10 0TW, UK

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.

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.

2018 Speakers:

Sarah Cruddas
British Space Journalist, Broadcaster and Author, Space for Humanity

Keith Richards
Chief Executive, Personal Finance Society

Frank Witte
Departmental Tutor, University College London

Jason Whyte
Associate Partner, EY

John Redwood
Charles Stanley

Brett Davidson
Founder, FP Advance

Steve Bee
Founder and CEO, Jargonfree Benefits

Trevor Williams
TW Consultancy

Justin Urquhart Stewart
Co Founder and Head of Corporate Development, Seven Investment Management

Abraham Okusanya
Founder/Director, FinalytiQ

Michelle Hoskin
Financial Services Practice - Life saver, Standards International

Abbie Knight
Director, DISCUS

Christopher Budd
Chairman, Ovation Finance

Chris Davies
Founder, Model Office and Engage Insight

Mark Polson
Principal, The Lang Cat

Rory Percival
Rory Percival Training and Consultancy

Helen Sharman
The First British Astronaut

2018 Partners

• SEVEN Investment Management
• AEGON
• AVIVA
• AVIVA INVESTORS
• BLACKFINCH INVESTMENT
• BLACKROCK
• BNY MELLON
• Canada Life
• CashCalc
• CHARLES STANLEY
• Clever Adviser
• COLUMBIA THREADNEEDLE INVESTMENTS
• Cornelian ASSET MANAGERS
• defaqto
• DYNAMIC
• edentree
• ENGAGEINSIGHT
• Fidelity
• I4C
• Intelliflo
• INVESCO
• iress
• Janus Henderson
• J.P.MORGAN
• JUPITER
• JUST.
• Key Partnership
• Kuber VENTURES
• Legal & General
• Legal & General INVESTMENT MANAGEMENT
• M&G
• moneyinfo
• MORNINGSTAR
• ns&i
• OLDMUTUAL WEALTH
• ONYX
• PlanPlus Global
• prestwood GROUP
• PRUDENTIAL
• ROYAL LONDON
• Schroders
• SCOTTISH WIDOWS
• SimplyBiz Group
• Standard Life Wealth
• STANDARDS INTERNATIONAL
• transact take control
• utmost WEALTH SOLUTIONS
• VANGUARD
• verbatin Asset Management
• WINTON
• ZURICH
• HSBC