The Brewery, London
The Brewery, London, THE BREWARY, 52 Chiswell St, London EC1Y 4SD, United Kingdom

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Event Date Thu Oct 7 BST (9 months ago)
In your timezone (EDT): Thu Oct 7 3:15am - Thu Oct 7 12:00pm
Location The Brewery, London
THE BREWARY, 52 Chiswell St, London EC1Y 4SD, United Kingdom
Region EMEA

The past 18 months have been some of the most tumultuous of recent years. With the coronavirus pandemic ushering in a new world, advisers have had to adapt to survive, moulding their business and managing their clients through a time of increasing uncertainty.

Now with a light at the end of the tunnel in the form of widespread vaccinations across the world, it is time for advice firms to begin to build back better.From addressing the soft skills gap in the profession, the burgeoning importance of understanding ESG, the rise in the individual retail investor, the implication of Brexit on London’s leadership in financial services and the need for retirement pots to last just that little bit longer, this years’ PA360 conference will be addressing the most important issues facing advisers today.

We’ll also take a look back at some of the successes of the pandemic; the lessons learned and applied as well as the opportunities this period of huge economic uncertainty has presented.

With over 40 speakers covering issues from technology, ESG, regulation and compliance to business management, establishing your brand and tackling financial wellbeing, PA360 will bring together a host of experts who will offer their thought leadership on how best to meet the challenges of a post-Covid-19 world.

Who Should Attend?
Professional Adviser welcomes delegates 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


2021 Speakers


Tom Ellis
Editor, Professional Adviser


Robert Peston
Business & Political Journalist, BBC News


Katrina Lloyd
Editor-in-Chief, Investment Week, Professional Adviser & COVER

Cherry Reynard
Financial Journalist, Freelance

Lee Robertson
CEO, Octo Members Group


David Aujla
Multi Asset Deputy Fund Manager, Invesco

Lara Bealing
Director of Marketing, Canada Life

Nick Bird
Executive Business Growth Manager, Octopus Investments

Philip Boyle
Partner, LCP

James Carrick
Global Economist, Legal & General Investment Management

John Chapman
Managing Director, Orion Consulting Group Limited

Darren Cooke
Chartered Financial Planner, Red Circle Financial Planning

Aston Goodey
Wealth Distribution Director, Canada Life

Mark Greenwood
Director of Compliance Services, SimplyBiz

Sam Handfield-Jones
Co-CEO, Seccl

Keith Hare
Corporate Development Director, Benchmark Capital

Gillian Hepburn
Intermediary Solutions Director, Schroders

Heather Hopkins
Managing Director and Founder, NextWealth

Kay Ingram
Principal, Ingram Insights

Chris Jones
Proposition Director, Dynamic Planner

Chris Justham
Head of London and South East Intermediary, 7IM

Verona Kenny
Managing Director, Intermediary, 7IM

Kate Levick
Associate Director, E3G

Martin Lines
Development and Events Director, JUST

Sarah Lord
President, Personal Finance Society

David MacDonald
Founder, Path Financial

Andy Manson
Chief Marketing Officer, Aegon

Ian McKenna
Director, FTRC

Felicia Meyerowitz Singh
Co-Founder and CEO, Akoni Hub

Dan Mikulskis
Partner, LCP

Jake Moeller
Senior Investment Consultant, Square Mile Research

Simon Moore
Chartered Psychologist and Managing Partner, Innovationbubble

Uday Nimmakayala
CEO, AdviceObjects

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

Sean Osborne
Head of National Accounts, Charles Stanley

Toby Owen-Browne
Founding Director and Financial Planner, Finura

Mark Polson
Founder & Principal, the lang cat

Adam Prestwood
Operations Director, P1 Investments

Shaniel Ramjee
Senior Investment Manager, Multi Asset, Pictet Asset Management

Karim Rashwan
Managing Director, AdvisorStream

Peter Rawlence
Research Analyst, Thematic Equities, Pictet Asset Management

Fiona Tait
Technical Director, Intelligent Pensions

Peter Toogood
CIO, Embark Group

Sponsors & Partners

2021 Sponsors

• Canada Life

• Aegon
• Invesco
• Just.
• Octopus Investments
• PICTET Asset Management
• Schroders

• 7iM
• Advisor Stream
• Benchmark Capital
• Charles Stanley
• Dynamic Planner

• Acrobat
• Advice Objects
• Akoni
• DD Hub
• Money Alive
• Orion Consulting Group
• Investment Management
• Verve Group