The Future for Financial Advice and Guidance-Regulation, Inclusion and the Role of Technology | Westminster Forum Projects | 18 July 2017 | Central London, Central London

This seminar will discuss the future for financial advice and guidance in the UK.

Delegates will assess progress in taking forward key proposals from the Financial Advice Market Review, which made recommendations around the affordability and accessibility of advice, as well as the liabilities of providers.

Speakers and other delegates at this conference are expected to be a senior and informed group of around 120 including Members of both Houses of Parliament, central government officials from HMT, FCA, PRA and other relevant departments, as well as industry representatives from building societies, banks, insurers, fund managers and investment services, pension and annuity providers, financial advisers, software developers and lawyers, alongside consumer bodies, commentators, think tanks, academics, charities and reporters from the national and trade press.

Andrew Firth
Chief Executive Officer, Wealth Wizards

Phil Allen
Director, Digital, Financial Planning and Retirement, Lloyds Banking Group

Nick Bamford
Executive Director, Informed Choice

Charlotte Murray
Chief Operating Officer, Good Things Foundation
Steve Shirley
Director, Government, MasterCard

Russell Winnard
Head of Educator Facing Programmes and Services, Young Enterprise

John Lawson
Head of Financial Research, Aviva

Daniel Broby
Director, Centre for Financial Regulation and Innovation, University of Strathclyde
Alan Miller
Founding Partner and Chief Investment Officer, SCM Direct and Co-Founder, True and Fair Campaign

Tobin Ashby
Partner, Pinsent Masons

Dr Lindsey Appleyard
Research Fellow, Coventry University