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Our top five picks for Money Marketing Interactive 2017

What is Money Marketing Interactive?

Money Marketing Interactive returns following the successful launch of our flagship conference last year. For those who missed it, MMI is all about delivering Money Marketing in a live format and bringing advisers together to debate how best to evolve the advice profession.

Aimed at giving advisers the information and insight they need to better run their businesses, MMI will mix high-level debate with sessions on compliance, technology, tax planning and investments.

Advisers can choose from over 20 sessions including workshops and one-to-one advice clinics to tailor their day to best suit their needs.

To get you started, here is our pick of what is going on:

1) The FOS and FSCS on the pitfalls of advice

Our keynote panel will feature Financial Services Compensation Scheme Mark Neale and Financial Ombudsman Service principal ombudsman Richard Thompson discuss good and bad practice examples of dealing with complaints and claims about unsuitable advice, plus lessons from collapsed firms.

Advisers will also have the opportunity to grill these senior regulators about issues such as the FSCS funding review, and the rationale behind FOS decisions.

Main stage: 9.30am

2) Putting a price on value

How do you win over prospective clients? And how do you convey the value of advice and the quality of your service without getting mired in onerous suitability disclaimers? Informed Choice’s Nick Bamford challenged advisers to come up with the answer, and will use this session to reveal what he learned. He will be joined by Yellowtail Financial Planning managing director Dennis Hall and MM columnist and BBC Radio 4’s Moneybox presenter Paul Lewis, who is well known for firing up the charges debate.

Main stage: 10am

3) Where tech and advice collide

The rise of the robos does not have to be to the detriment of face-to-face advice. In some cases, technology can boost an advice firm’s offering and help boost your core client base. Here we examine the role of automated advice versus face-to-face, how technology is being used effectively in advice businesses and getting the various day-to-day tech systems to talk to each other.

Technology track: 12pm

4) Relishing freedom?

In this session, advisers will be able to debate the ongoing shake-ups to pension policy and share ideas on how best to cope with pensions as the perennial political football. In this wide ranging session topics to be discussed include what clients are really doing with their pension pots post-pension freedoms, coping with the surge in DB transfers, and a progress report of the Lifetime Isa.

Panellists include Intelligent Pensions managing director Steve Patterson, Aviva head of financial research John Lawson, and Aspect8 chartered financial planner Claire Walsh.

Clients and advice track: 2pm

5) Expecting the unexpected

Advisers are good at reassuring clients amid the market noise. Yet there is a need to stay informed in order to best field client queries, as well as knowing how your advice business will be affected by the bigger market picture. Here investment heavyweights will examine issues as what the Brexit talks mean for advisers, the impact of President Trump and the road to the general election. Panellists include Investment Association chief executive Chris Cummings and Wealth Management Association deputy chief executive John Barrass, the trade bodies lobbying for a good Brexit deal for financial services, plus a mystery guest.

Main stage: 4pm

Money Marketing Interactive is being held on 18 May at Etc Venues, County Hall, London.

To join 400 advisers and register to secure your free place, click here 

You can also submit your questions for our speakers ahead of the conference using the Twitter hashtag #MMI17



Nick Bamford: I’m throwing down the gauntlet on value of advice

I would like to take the pricing debate to the next level. With the backing of Money Marketing, I am proposing a reader competition to demonstrate what it is advisers actually do for their clients, how they price their services and how they add value to their client’s lives. My idea is for readers to write and […]


Paul Lewis: Percentage charges are destroying client wealth

I didn’t do Latin at school (I was in the German stream), so I had to look up “ad valorem”. My online dictionary reveals it is the Latin for “rip-off”. Estate agents love ad valorem, although they are not usually posh enough to call it that. Almost all charge a percentage of the selling price of […]

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FCA requests adviser files on DB transfers

The FCA has asked advice firms to provide files and further information on their approach to defined benefit pension transfers, Money Marketing understands. Data requests have been sent by the regulator to a number of advice firms since the start of the year regarding DB transfers. These have been targeted at firms which have been identified […]


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