Money Marketing Interactive: An in-depth preview


With one week to go before our flagship conference Money Marketing Interactive, we take an in-depth look at the agenda so you can plan your day.

The conference has been designed around the Financial Advice Market Review, both its wider market implications and how it could affect the day-to-day running of your business.

The programme has been split into three tracks – Smarter Business, Technology, and Clients & Advice – so you can tailor the agenda to suit your business.

Smarter Business

This track is all about compliance and running your business. Advisers can hear from their peers on whether their business is sale-ready, how advice firm valuations are decided, and the practical steps business owners need to take now to ensure a successful exit and succession strategy.

We will also hear from a mix of businesses about the impact of the RDR at the coalface, as well as how to deliver advice in the most cost-efficient way.

Speakers include: Threesixty, EY, Carl Lamb, Succession, British Bankers’ Association, Alan Smith, Standard Life, Alexander House, Informed Choice, Sammedia and True Potential


In this track, firms will debate if technology can truly boost access to advice, how advisers are using technology in their business, and whether the future for advice firms looks radically different from today.

The technology sessions also examine the growth of robo-advice, the relationship with face-to face advice, and what works and what does not when it comes to deploying technology in your business.

Speakers include: Platforum, First Wealth, Investment Quorum, Iress, Parmenion, The Lang Cat, Ian McKenna, SSP, Rory Percival, Graham Dow, Financial Express

Clients & Advice

Built around Money Marketing’s Technical Area section, this track will mix practical sessions on tax and retirement planning with high-level industry debate. Sessions include a walk-through of the need-to-knows on tax planning for 2016/17, a panel debate on whether pension reforms and policy changes have changed the traditional pension for better or for worse, and designing investment strategies for the long-term.

Speakers include: Danby Bloch, Tony Wickenden, Pinsent Masons, Scottish Widows, The Pensions Advisory Service, Adrian Boulding, John Greenwood, Association of British Insurers, Graham Bentley, Aegon, Invesco Perpetual

The programme will also be supported by In Focus workshops on marketing your business, the value of advice and later life planning, as well as Ask the Expert clinics, where you can ask about best business practice.

What you need to do

Money Marketing Interactive is being held on 26 May at Etc venues, 155 Bishopsgate, London.

There is still time to join over 400 advisers at Money Marketing Interactive. To secure your place, go to 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