Professional Adviser 360 2019 North | Incisive Media | 17 October 2019 | The Mere Golf Resort & Spa, Chester Road Mere Knutsford WA16 6LJ, UK

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 two 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.

2019 Speakers

CHAIR:

Tom Ellis
Editor, Professional Adviser

KEYNOTE SPEAKERS:

Lord Digby Jones

Rory Percival
Consultant, Rory Percival Consulting

STREAM CHAIR:

Philip Martin
Business Development Director, Unique Financial Planning

Lee Robertson
Managing Director, Octo Members Group

GUEST CHAIR:

Jim Boyd
CEO, Equity Release Council

Adam Higgs
Head of Research, Adviser Services, FTRC

SPEAKERS:

Ray Adams
Director, CashCalc

Paul Bagley
Distribution Director, James Hay

Vanessa Barnes
Member Director, Personal Finance Society

Graham Bateman
Regulation Executive, TISA

Marcel Bradshaw
Head of UK Retail, Orbis Investments

Bella Caridade-Ferreira
CEO, Fundscape

Simon Chrystal
Chief Executive Officer, WPS Advisory

George Cliff
Pre-Sales Technical Manager, Clever Adviser

Lawrence Cook
Head of UK Intermediary Distribution, Sanlam

Nick Dixon
Investment Director, Aegon

Chris Flowers
Head of Distribution, Pure Retirement

Paul Freeman
Senior Underwriter, Liberty Specialty Markets

Ryan Gardner
Investment Director, Quilter Investors

Mark Green
Senior Taxation & Trust Manager, HSBC Life

Ben Hammond
Platforms Director, Altus Consulting

Gillian Hepburn
Intermediary Solutions Director, Schroders

Hilary Inglis
Senior Relationship Manager, Distribution, First State Investments

Janice Laing
Managing Director, Compliance First - part of the Simply Biz Group

Martin Lines
Business Development Director, Just

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

Max Maxwell
Head of Business Development, Iress

Jan Oliver
Partner, Baillie Gifford

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

Les Pick
Head of Sales, Canada Life Home Finance

Andrew Tully
Technical Director, Canada Life

Stuart Wilson
Corporate Marketing Director, more 2 life

2019 Sponsors, Partners and Exhibitor

HEADLINE SPONSOR:
• Canada Life

GOLD SPONSORS:
• Aegon
• Baillie Gifford
• Schroders Cazenove
• First State Investments
• Legal & General

SILVER SPONSORS:
• Canada Life
• Iress
• James Hay
• Just.
• More2life
• Orbis
• Pure Retirement
• Quilter Investors

EXHIBITORS:
• Clever
• FE Invest
• SimplyBiz Group

SUPPLIER HUB SPONSORS:
• DDHub
• Compare The Platform
• P1
• Portfolio Metrix
• Stellar
• Timeline
• Way Investment Services

PROFESSIONAL PARTNER:
• Personal Finance Society

CARBON OFFSET PARTNER:
• ecosphere+

SUSTAINABILITY PARTNER:
• Business Green