The Mere Golf Resort & Spa
The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ, UK

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Event Date Wed Dec 8 UTC (in 8 days)
In your timezone (EST): Wed Dec 8 4:00am - Wed Dec 8 11:05am
Location The Mere Golf Resort & Spa
Chester Rd, Mere, Knutsford WA16 6LJ, UK
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.

To find out how to ensure that your business is best prepared for a post Covid-19 world, join us at PA360 North Conference this December.

Delegates at the conference may expect the following learning objectives:
• Explain about video & live meeting segmentation to create more time and efficiency in your business
• Define the benefit and importance of understanding the next generation and their preference for technology
• Explain why tax efficient investing is more important than ever, post COVID
• Summarise the new, innovative, technology solutions for advisers.
• Identify what are the best products for your clients in drawdown and where the strongest product innovations are in this space.

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


Philip Martin
Managing Director, Unique Financial Planning

Lee Robertson
Managing Director, Octo Members Group


Lara Bealing
Director of Marketing, Canada Life

Nick Bird
Executive Business Growth Manager, Octopus Investments

James Carrick
Global Economist, Legal & General Investment Management

John Chapman
Managing Director, Orion Consulting Group Limited

Andrew Donald
Head of Strategic Partnerships, 7IM

Aston Goodey
Wealth Distribution Director, Canada Life

Keith Hare
Corporate Development Director, Benchmark Capital

Gillian Hepburn
Intermediary Solutions Director, Schroders

Sarah Lord
President, Personal Finance Society

Andy Manson
Chief Marketing Officer, Aegon

Simon Moore
Chartered Psychologist and Managing Partner, Innovationbubble

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

Sean Osbourne
Group Head of Sales, Charles Stanley

Mark Polson
Founder and Principal, the lang cat

Adam Prestwood
Operations Director, P1 Investments

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

Dan Russell
Managing Director, Distribution Solutions Fintel, SimplyBiz

Yasmina Siadatan
Sales and Marketing Director, Dynamic Planner

Fiona Tait
Technical Director, Intelligent Pensions

Sponsors & Partners

2021 Sponsors

• Canada Life

• Aegon
• Dynamic Planner
• Octopus Investments
• Schroders

• 7iM
• Bechmark Capital
• Charles Stanley