Venue
The Brewery
The Brewery, 52 Chiswell St, London EC1Y 4SD, UK

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Apr 25 BST (over 2 years ago)
In your timezone (EST): Thu Apr 25 3:00am - Thu Apr 25 12:00pm
Location The Brewery
52 Chiswell St, London EC1Y 4SD, UK
Region EMEA
Details

Has there ever been a better time to be a financial adviser? It's a serious question. Yes, there's ever-increasing regulation, an uncertain economic and investment outlook and the challenges posed by robo-advice. But those are the very issues creating huge opportunities for advisers.

The Retail Distribution Review has helped ‘professionalise' and improve the advisory sector, amid a significant rise in demand for advice - which in turn has been enhanced by uncertain markets. A demand which ‘robo advice', properly used, can clearly help advisers meet. And, until the banks formulate a response to this demand, advisers' only real competition is each other.

A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities. In short, PA360 is your one-stop ticket to capitalise on new opportunities in a challenging world.

With the following job titles:
• Independent Financial Advisers
• Financial Advisers
• Investment Advisers
• Business Principals
• Heads of Insurance
• Heads of Investment
• Heads of Mortgage
• Business Resource Managers
• Compliance Managers
• Heads of Operations
• Heads of IT
• Heads of Financial Planning,
• Paraplanners
• Financial Planners

Speakers

2019 Speakers

Julian Marr
Editor, Professional Adviser

Robert Peston
Business/Political, Journalist & Broadcaster

Jeremy Snape
Performance Consultant, Sporting Edge

Philip Martin
Co-Founder & Business Development Director, Unique Financial Planning

Cherry Reynard
Financial, Journalist

Lee Robertson
Managing Director, Octo Members Group

David Burrowes
Chairman, The Equity Release Council

Graham Bentley
Managing Director, Graham Bentley Investment Intelligence

Helen Bradshaw
Portfolio Manager, Quilter Investors

Peter Borely
Director of Lending, Just

Marcel Bradshaw
Head of UK Retail, Orbis Investments

Christine Cantrell
Director of ETF Sales, BMO Global Asset Management

Alastair Conway
CEO, James Hay

Lawrence Cook
Director, Thesis Asset Management

Simon Clare
Head of Technology & Innovation, Bravura Solutions

Chris Davies
Founder, Model Office

Cindy Davies
Case Management Team Leader, The Pensions Regulator

Peet Denny
Chief Product Officer, Wealth Wizards

Craig Fazzini-Jones
Chief Operating Officer, Canada Life

David Ferguson
CEO, Nucleus Financial

Chris Flowers
Head of Distribution, Pure Retirement

Paul Freeman
Senior Underwriter, Liberty Specialty Markets

Nikolai Hack
Managing Director & Chief Operating Officer, Exo Investing

Ben Hammond
Principal Consultant, Altus Ltd

Tom Hegarty
The Advice Partnership from Prudential, The Prudential

Gillian Hepburn
Intermediary Solutions Director, Schroders

Adam Higgs
Head of Research, Adviser Services, Finance and Technology Research Centre

Kay Ingram
Director of Public Policy, LEBC

Janice Laing
Managing Director, Compliance First - part of SimplyBiz Group

Tessa Lee
Managing Director, moneyinfo

Martin Lines
Business Development Director, Just

Jacqueline Lockie
Head of Financial Planning, Chartered Institute of Securities and Investment

Neil MacGillivray
Head of Technical Support, James Hay

Max Maxwell
Head of Business, IRESS

Justin Onuekwusi
Head of Retail Multi-Asset Funds, Legal & General Investment Management

Will Oulton
Global Head of Responsible Investment, First State Investments

Richard Parkin
Pensions & Retirement Consultant, Richard Parkin Consulting

Mark Polson
Founder and Principal, The lang cat

Fahd Rachidy
CEO, Abaka

Keith Richards
Chief Executive, The Personal Finance Society

Tali Shlomo
People Engagement Director, The Personal Finance Society

Karis Stander
Managing Director, Investment 20/20

Dave Stratton
Group Sales Director, Curtis Banks

David Tiller
Head of UK Propositions, Standard Life Aberdeen

Mark Toms
Protection Development Manager, Aegon

Peter Toogood
Chief Investment Officer, The Adviser Centre

Andrew Tully
Technical Director, Canada Life

Alice Watson
Head of Marketing and Communications, Canada Life Home Finance

Zoe Webb
Paraplanner, para-sols

Stuart Wilson
Marketing Director, More 2 life

Sponsors & Partners

2019 Sponsors, Exhibitors and Partners

HEADLINE SPONSOR:
• Canada Life

GOLD SPONSORS:
• AEGON
• BMO
• Cazenove Capital
• First State Investments
• James Hay Partnership
• JUST RETHINK RETIREMENT
• Legal and General Invetsment Management

SILVER SPONSORS:
• iress
• Orbis
• Pure Retirement
• Quilter Investors
• Standard Life
• Thesis Asset Management

EXHIBITORS :
• Clever
• FE Invest
• LEAD TECH
• SimplyBiz Group

SUPPLIER HUB PARTNERS:
• COMPARE THE PLATFORM
• MO MODEL OFFICE
• Money Alive
• P Investment Management
• para- sols
• PMX PORTFOLIO METRIX
• timeline
• Quilter Financial Advisor School

MEDIA PARTNERS:
• COVER
• INVESTMENT WEEK
• MA Multi Asset Review
• PROFESSIONAL PENSION
• RP RETIREMENT PLANNER
• WSB

SUSTAINABILITY PARTNER:
• Business Green