With over 50 industry speakers and over 100 exhibitors, Money Marketing
Live will once again give fin- ancial intermediaries the opportunity to discuss some of the key challenges they face.
In addition to five product-specific arenas, this year’s event includes access to the leading intermediary tech- nology show Advisertech and to the Mortgage Strategy Live arena.
With the business needs of advisers in mind, the conference will enable you to understand the threats and oppor- tunities of regulation.
Live will contain several streams of seminars covering the latest developments in the fund, investment, pension, technology, cross-border, mortgage and protection markets, creating the biggest-ever interactive event for financial services professionals.
The show has brought together the industry’s leading minds to speak on and debate the issues that really affect financial services.
Clive Briault, managing director (retail markets) of the FSA, will present the keynote session in the main arena and will be followed by Trevor Matthews, chief executive (UK life and pensions) of Standard Life, Keith Popplewell, managing director of Professional Briefing and Justin Urquhart-Stewart, director and co-founder, Seven Investment Management among others.
The FSA will be holding a surgery at the event for delegates to ask regulatory questions or discuss any issues they may have and the Financial Ombudsman Service will be in attendance to discuss their jurisdiction and the complaints procedure.
The exhibition will feature over 100 leading product and service companies and visitors will be able to discuss business with providers in the relaxed hospitality areas. Not to be missed are the looped interviews that will be shown in the Money Marketing
Zone, including Gary Withers, chief executive of Norwich Union Life speaking exclusively to Money Marketing
Along with full hospitality, available throughout the day, you will also be able to visit the Bank of Scotland Cyber Caf矷here you can check your emails and keep in touch with your office.
You could also have the chance to win a classic sports car* sponsored by The One account. A prize draw will take place at 1.30pm and the keys will be handed to one lucky delegate.
Live is sponsored by the Institute if Financial services and will take place on Thursday, May 5 in the National Hall at London’s Olympia between 8.45am and 4.45pm. Entry is free but you need to register, see above.
*Terms and conditions apply. See website for details.
You have the chance at Money Marketing Live in London to win a classic sports car, sponsored by The One account, phone the 24-hour hotline on 0870 467 762 or visit the website at www.moneymarketing live.co.uk HOW TO REGISTER FOR FREE ENTRYPhone our 24-hour registration line on 08702 467762Register online via our website:
www.moneymarketinglive.co.ukFULL CONFERENCE PROGRAMMECONFERENCE ROOM 1
Session 109:00-09:45Keynote Speech: FSA Regulatory UpdateCLIVE BRIAULTManaging Director – Retail Markets, Financial Services Authority
Session 210:00-10:45The Regulated GI Regime So Far In this session, Sandy Scott will provide an overview of the first few months of how regulation has affected the industry. Sandy will assess the impact of Spitzer, changes in distribution and whether professional standards have been raised and has this been reflected in consumer confidence.
DR SANDY SCOTTDirector GeneralChartered Insurance Institute
Session 311:00-11:45The Future of Products, Distribution and AdviceOur three panellists will debate the future of products, distribution and advice. There will be an opportunity for the audience to ask questions.
TREVOR MATTHEWS, UK Life and Pensions Chief Executive, Standard LifeJOHN POLLOCK, Group Director (Product and Corporate), Legal & GeneralANDY BRIGGS, Distribution Director, Prudential UK and Europe InsuranceChaired by JOHN LAPPIN, Editor, Money Marketing
Session 412:00 – 13:00Maximising your Pension Planning OpportunitiesThe very latest advice on how pension advisers can proactively benefit themselves and their clients by understanding the implications of imminent changes in the pensions world.
KEITH POPPLEWELLManaging DirectorProfessional Briefing
Session 513:45 – 15:00Investment Question TimeSome stability appears to have returned to global stockmarkets after the traumas of the 2000 – 2003 bear market. Despite this, the challenges confronting IFAs still remain, in what is an ever-changing economic and political climate. What difficulties lie ahead? Are there other asset classes, which might now be appropriate for inclusion in client portfolios? Should IFAs simply divest decision-making to a discretionary portfolio or a multi-manager operation?
This is your chance to question leading figures from the investment fund management industry.
Where next for global equity markets?
Which global markets do the experts currently favour?
Where will interest rates go next?
Are alternative investments and derivatives suitable for private clients?
What asset allocation techniques should I be employing in today’s market conditions?
Where can I find the best sources of relevant information to assist my investment decision-making?
This is the session where you ask the questions and set the agenda. Do not miss this opportunity to take a full part in an area of prime importance to your clients and your business. We believe the session will prove invaluable in helping to clarify areas of concern that affect your day-to-day investment decision-making.
HARRY MORGAN, Director, Newton Investment ManagementANDREW WATKINS, Distribution Director, Specialist Funds, Invesco Asset ManagementBRIAN TORA, Director, GerrardSTEVEN BELL, Global Economist, DWS InvestmentsJUSTIN URQUHART- STEWART, Director and Co-Founder, Seven Investment ManagementChaired by DAVID HARRIS, Chief Executive, InvaTrust Consultancy
CONFERENCE ROOM 2
Session 610:15-11:15Practitioner to Professional – Moving a Practice from Product to ServiceAs the impact of depolarisation gathers pace, an examination of the positioning of IFAs and financial planners with other groups will inevitably arise. This session will look at the ways professional independent financial advisers will differentiate themselves in a competitive market which contains solicitors, accountants, banks, stockbrokers and large multi-tied distributors.
Institute of FinancialPlanningJUSTIN URQUHART- STEWART, Co-founder, Seven Investment ManagementRORY CURRAN, Executive Chairman, 1st
Session 712:00 – 12:45Panel Debate: Depolarisation and The Future of the IntermediaryHow do you structure your business for the next five years? Where do the opportunities lie to grow your practice and what are the limitations with current business models? The panel will discuss the key industry issues, and how advisers can build a profitable and successful business in the current regulatory climate.
GARETH MARR, Chief Executive, OrigenPAUL TEBBUTT, Chief Executive, MillfieldSTEPHEN INGLEDEW, Commercial Director, Barclays Financial PlanningSHAUN GODFREY, Commercial Development Director, BankhallChaired by JOHN LAPPIN, Editor, Money Marketing
Session 814:00-15:00Inheritance Tax Planning, Trustee Investment and Tax Effective Investing for ChildrenIn this session, Tony Wickenden will focus on inheritance tax planning using the private residence and the strong role of protection; trustee investment and how to carry out a trust audit with your professional connections and tax effective investing for children. In each of these areas he will concentrate on what is possible in practice, latest Inland Revenue views and the role of financial services products in delivering high-value solutions for your clients.
TONY WICKENDEN, Managing Director, Technical Connection
Session 915:15 – 16:15Pension Simplification Panel DebatePension simplification brings many opportunities for advisers but what are the possible pitfalls for your business? The session will bring you up to date with the practical implications of simplification and get to grips with the most important details. The panel will also discuss new retirement investment strategies in the potential new regime, the future shape of pension product manufacture and how marketing is set to change.
STEWART RITCHIE, OBE, Director (Pensions Development), Scottish EquitableTOM McPHAIL, Head of Pension Research, Hargreaves LansdownROS ALTMANN, Independent ConsultantNEIL MARSH, Managing Director, Hornbuckle MitchellGRAHAM DUCKETT, Pensions Specialist and IFA Partner, Millfield PartnershipChaired by NICK BAMFORD, Managing Director, Informed Choice
CONFERENCE ROOM 3/ MORTGAGE STRATEGY LIVE
Session 110:00 – 11:00Panel Debate: The Future of Mortgages In this session, the panel will debate the opportunities and threats in the new regulated mortgage market. Discussion will centre around the regulatory position on lifetime mortgages, home reversion mortgages and the options available to intermediaries in order to remain fully qualified.
CHRIS CUMMINGS, Director, Association of Mortgage Intermediaries
RAY BOULGER, Senior Technical Manager, CharcolJOHN MALONE, Managing Director, Premier Mortgage ServiceRICHARD FOX, Chief Executive, Society of Mortgage Professionals Chaired by JOHN LAPPIN, Editor, Money Marketing
Session 211:15- 12:00Treating Customers Fairly – What does it mean in reality?
Treating Customers Fairly (TCF) may be seen by many as a very cuddly, if not a woolly, subject; however, TCF represents a potential significant risk to authorised firms in 2005. Chris and Philip will examine exactly what TCF entails and the consequences for non- compliance.
CHRIS CUMMINGS, Director, Association of Mortgage Intermediaries PHILIP RYLEY, Head of Financial Services Regulation, TLT Solicitors
Session 312.30-13.00Separating the Truth from the Scaremongering in the Mortgage MarketThe press is reporting “housing market gloom” and “confidence plummeting”, yet some commentators remain optimistic. With so many conflicting viewpoints, clients are feeling nervous; Andy will offer insight into the Mortgage market to help advisors separate the truth from the scare mongering.
ANDY WHARAM, Group Marketing Manager, Intermediary Mortgage Marketing, Abbey for Intermediaries
Session 414.00-14.30Compliance andProfess- ional Development in the FSA EraTheifs has developeda wide range of education and compliance support services for those working in the regulated environments of mortgage, financial and general insurance advice.
John Harrison will provide guidance on new Cemap, including lifetime mortgages and long-term care, Cemapâ services compliance guidance, customer care, and general insurance.
JOHN HARRISON, Training Consultant, Institute of Financial Services
Session 514.45-15.15Non-Conforming Question Time with Peter Beaumont and guestsA thought-provoking open forum in which some of the hottest topics in the non-conforming industry will come under scrutiny. Come along and ask Peter and his guests your questions and get an instant and direct response from some of the industry’s leading commentators. The future of the market, procuration fee levels, the role of packagers, the impact of regulation…anything goes! Questions can be asked on the day or emailed in advance to email@example.comPETER BEAUMONT, Sales & Marketing Director, Mortgages plc plus guests
MONEY MARKETING PENSIONS ARENASpeakers include Andy Davies, Head of Strategic Development, Axa Life; Graham Miller, Director, O&M Systems; Philip Calvert, Pioneer Friendly Society; Neil Marsh, Managing Director, Hornbuckle Mitchell; Frank Parsons, Head of Individual Sales, Winterthur Life
PROTECTION AND GENERAL INSURANCE ARENASpeakers include Graham Newitt, Managing Director, Intermediary Solutions, Legal & General; Peter Hamilton, Marketing Director, Friends Provident; Paul Holland, Managing Director and Matt Humphrey, Key Account Manager, Webline; Paul Simpson, Customer Insight Manager, Membership, Bupa; Peter Richmond, Business Development Director, Legal & General; Paul Hudson, Chief Executive, Cirencester Friendly Society
FUND STRATEGY LIVE ARENASpeakers include Andrew Janes, National Sales Manager, Bristol & West; Simon Redman, Head of Business Development – Deutsche Property Asset Management, DWS; Bernard Henshall, Investment Distribution Manager, Winterthur Life; Severine Blond, Analyst, Structured Products, AXA Investment Managers; David Ferguson, Director, Abacus; Matthew Williams, Director of Portfolio Management, Prudential
INTERNATIONAL MONEY MARKETING ARENASpeakers include David Reynolds, Senior Technical Manager, Axa Isle of Man Limited; Steven Whalley, Head of Marketing, Scottish Equitable International; Bill Blevins, Managing Director, Blevins Franks; David Ferguson, Director, The Abacus; Alan Morgan-Moodie, Chairman, Association of International Life Offices; Dominique Jones, Investment Portfolio Manager, Abbey for Intermediaries
ADVISERTECHSpeakers include Nick Lee, Professional Edge Manager, Winterthur Life; David Harrison, Managing Director,Positive Solutions; Alan Clark, Head of Commercial Development, Barclays Financial PlanningJohn Noble, Head of Development, Scottish Widows; Paul Yates, Propositions Director, The Exchange;
Ian McKenna, Director, Financial Technology Research Centre; Malcolm Streatfield, CEO, Lighthouse Group plc; Brod Whiting, Corporate Business Development Manager, Synaptic Systems; Kim North, Co-Founder, Technology and Technical, Nicola Mitchell, Managing Director, Mitchell Moneypenny and John Cotter, Sales Director, Barclays Stockbrokers
For full details and timings please visit
www. moneymarketinglive. co.uk