Editor Natalie Holt picks the sessions top five sessions not to miss at Money Marketing upcoming conference
What is Money Marketing Interactive?
Money Marketing Interactive is all about delivering Money Marketing in a live format. This is the first time we have run a flagship event on this scale, and it is all about bringing advisers together to debate what the future of the advice profession looks like.
Geared around the Financial Advice Market Review, MMI will mix high-level debate with sessions on running your business, technology and tax planning. Firms can take their pick from 20 sessions to tailor their day to suit their business needs.
To get you started, here are our picks of what is going on:
1) Grill the FCA and FSCS
Our first panel debate of the day gives advisers a great opportunity to quiz the policymakers themselves on the advice review’s recommendations, including Ed Smith, who headed up the FAMR project for the FCA, and Scottish Widows chairman Nick Prettejohn, chair of the expert panel that informed the FAMR proposals. Advisers will also be able to put their questions to Financial Services Compensation Scheme chief executive Mark Neale on the thorny issue of adviser liabilities.
Joining them on the panel will be Yellowtail Financial Planning managing director Dennis Hall, Apfa director general Chris Hannant and Financial Services Consumer Panel chair Sue Lewis.
Main stage: 9.30am
2) Death of the pension?
Pension policy has been constantly changed and reshaped over the last two years. This session will examine whether the wave of reform has been a force for good, or whe-ther it will prove to have damaged the concept of saving for the longer term.
Panellists include The Pensions Advisory Service chief executive Michelle Cracknell and Tisa policy strategy director Adrian Boulding. They will examine whether pensions are now geared around tax and inheritance planning rather than saving for retirement, the impact of the secondary annuity market and where Chancellor George Osborne’s Lifetime Isa fits in.
Track C – Clients and advice: 1.30pm
3) Is your business sale ready?
Hear from three different industry perspectives on preparing a business for sale, based on real life examples. EY senior adviser Malcolm Kerr will outline his experience in advising firms behind some of the major financial services mergers and acquisitions, while Almary Green managing director Carl Lamb will talk about the rationale behind his decision to sell to 1825. Succession are also on hand to talk about exit options and business valuations from the consolidator’s perspective.
Track A – Smarter business: 11.30am
4) The FCA’s Rory Percival on due diligence
The regulator has issued its long-awaited paper on due diligence, but many firms felt the thematic review left a lot to be desired. FCA technical specialist Rory Percival will join the likes of Finance and Technology Research Centre Ian McKenna and Financial Express head of research Rob Gleeson to answer advisers’ questions on the role of centralised investment propositions, how technology can support the research process, and overall what a compliant approach to due diligence looks like.
Track B – Technology: 2.30pm
5) Adviser showcase
Our closing session is all about adviser success stories, to enable firms to share best practice and provide some inspiration for advisers looking to improve their way of working, whether through setting an effective charging structure, developing relations with the press, or building a business of scale.
If you are particularly proud of a business achievement you think other advisers would benefit learning from, or would like to put one of your peers forward, please let us know via Twitter using the hashtag #MMI16, or email your suggestions to email@example.com
Main stage: 4pm
What you need to do
Money Marketing Interactive is being held on 26 May at Etc venues, 155 Bishopsgate, London.
To join the 400 other advisers who have already registered and to secure your place, click here. Once registered, advisers can download the app to plan their day, arrange to meet up with other delegates and submit their questions for the MMI panels. You can also ask questions through Twitter using #MMI16