Venue
FT Forums
FT Forums, 1 Friday St, London EC4M 9BT, UK

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Event Date Tue Jan 24 GMT (almost 2 years ago)
In your timezone (EST): Mon Jan 23 7:00pm - Mon Jan 23 7:00pm
Location FT Forums
1 Friday St, London EC4M 9BT, UK
Region EMEA
Details

It is now 10 years since the Retail Distribution Review came into effect, ushering in the biggest change to the adviser marketplace since depolarisation.

Over the past decade, we have seen the rise in adviser professionalism, increasing transparency on fees and a strong focus on consumer outcomes. But we have also witnessed an ever-widening advice gap, caused by an initial outflow of advisers and the removal of commission; a tightening professional indemnity insurance market and ever-burdensome levies on firms who remain.

This event, brought to you by FTAdviser, will explore how advisers can build on the experience of the past 10 years to succession-proof their businesses for the next 10 years, reach a wider range of clients and use the advances in technology to streamline processes and grow their operations.

• how RDR has influenced the financial advice market in 10 years since its introduction
• with top level financial advisers and the regulators working on policy decisions such as the RDR
• how you can build on the experience of the past 10 years to reach a wider range of clients, streamline processes and succession proof your business

Speakers

2023 Speakers

Simon Harrington
Head of Public Affairs, PIMFA

Sarah Lord
Past President, PFS

Tracy Vegro
Chief Executive, CISI

Chris Hudson
Managing Director of Retail & Intermediary, Standard Life, Part of Phoenix Group

Therese Chambers
Director of Consumer Investments, Financial Conduct Authority

Robert Sinclair
Chief Executive, Association of Mortgage Intermediaries (AMI)

Victoria Hicks
Managing Director, The Exit Partnership

Kanishk Swarup
Partner, St. James's Place Wealth Management

Simoney Kyriakou
Senior Editor, FTAdviser

Carmen Reichman
Multi-Media Editor, FTAdviser

Ruby Hinchliffe
Senior Reporter, FTAdviser

Jane Matthews
Reporter, FTAdviser

Sponsors & Partners

2023 Sponsors

• Phoenix
• Standard Life