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Live up to the future challenge of change

Next Thursday, May 6 will see the biggest one-day show for financial intermediaries return to London&#39s Olympia.

With 50 CPD-accredited conference sessions and over 100 exhibitors, Money Marketing Live will once again give financial intermediaries the opportunity to discuss some of the key challenges they face with senior industry figures.

In addition to four product-specific arenas, new features for this year include access to the leading intermediary technology show Advisertech and two new arenas – with one dedicated to highlighting services delivered by the mortgage networks and the other to international financial products.

Designed to arm you with the knowledge you need to understand the threats and opportunities of the coming radical regulatory reform, Money Marketing Live will contain 10 streams of conference content covering the latest developments in the fund, investment, pension, technology, offshore, mortgage and protection markets, creating the biggest-ever interactive event for financial service professionals.

The show has brought together the industry&#39s leading minds to speak on and debate the issues that really affect financial services.

David Kenmir, director of the FSA, will present the keynote session in the main arena and will be followed by industry experts, including Paul Smee, director general of Aifa, Keith Popplewell, managing director of Professional Briefing and Gary Withers, chief executive of Norwich Union Life.

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 its jurisdiction and the complaints&#39 procedure.

The exhibition will feature over 100 leading product and service companies and visitors will be able to discuss business with product providers in the relaxed hospitality areas.

Not to be missed are the looped interviews that will be shown in the Money Marketing Zone. Hear Andrew Smith, MP, Secretary of State for Work and Pensions, and Professor David Miles, author of the Miles report into longer-term mortgage lending speak exclusively to Money Marketing Live.

Along with full hospitality, available throughout the day, you will also be able to visit the 1st Software Cyber Cafe where you can check your email and keep in touch with your office.

You could also have the chance to win an MG TF160 sports car. A prize draw will take place at 1.30pm and the keys will be handed to one lucky delegate.

Money Marketing Live will take place on Thursday, May 6 in the National Hall at London&#39s Olympia from 8.45am-4.45pm.

Entry is free but you need to register by calling our 24-hour registration line on 08702 467762 or registering online via our website www.moneymarkeinglive.co.uk CONFERENCE ROOM 1

Session 1

09:00 – 09:30

OPENING KEYNOTE SPEECH

DAVID KENMIR

Director,

Financial Services Authority

Session 2

09:45 – 10:45

MORTGAGE REGULATION

The panel will discuss which exams intermediaries will need to pass under the new regime, the regulatory position on General Insurance, Lifetime Mortgages, and the options available to intermediaries in order to remain fully qualified.

PANEL:

ROB CLIFFORD,

Managing Director,

Mortgage Force

PAUL SMEE,

Director General,

Association of Mortgage Intermediaries

JOHN MALONE,

Head of Mortgages,

Premier Mortgage Service

JOHN MALTBY,

Chairman,

Intermediary Mortgage Lenders Association

Chaired by

JOHN LAPPIN

Editor

Money Marketing

Session 3

11:45 – 13:00

INVESTMENT QUESTION TIME

This is your opportunity to question and debate, with leading figures from the investment fund management industry, the current investment climate and issues that concern both you and your clients when constructing investment portfolios. Where will global equity markets go from here and where next for interest rates? What is a suitable portfolio balance for current market conditions and where are the best places to seek out relevant information? This is the session where you set the agenda and ask the questions that matter to you.

PANEL:

HARRY MORGAN,

Director,

Newton Private Investment Management

TONY NUTT,

Investment Manager,

Jupiter Asset Management

JEREMY TIGUE,

Director & Head of Investment Trusts,

F&C Management

JUSTIN URQUHART-STEWART,

Seven Investment Management

ANDREW WATKINS,

Head of Investment Trust Services,

Bestinvest Brokers

CHAIRED BY DAVID HARRIS,

Chief Executive,

Invatrust Consultancy

Session 4

14:00 – 14:45

HOT AND TOPICAL ISSUES IN PENSIONS PLANNING

KEITH POPPLEWELL,

Managing Director,

Professional Briefing

A guide to how pensions advisers can proactively benefit themselves and their clients by understanding the implications of imminent changes in the pensions world.

Session 5

15:00 – 16:00

CHIEF EXECUTIVE SHOWCASE – WITH-PROFITS AND WITH CONFIDENCE

GARY WITHERS,

Chief Executive,

Norwich Union Life

Why with-profits still has a major role to play in today&#39s investment markets.

Facilitated by

JOHN LAPPIN,

Editor,

Money Marketing

CONFERENCE ROOM 2

Session 6

10:15 – 10:55

FINANCIAL PLANNING OPPORTUNITIES AFTER THE BUDGET

DANBY BLOCH,

Director,

Taxbriefs

The Budget contained a number of new initiatives that will provide both opportunities and pitfalls for advisers. These include: major improvements to the tax rules for VCTs and EISs, changes to the taxation of trusts, new rules for the taxation of offshore funds, changes on the taxation of owner-managed companies and, of course, the new pension regime. Danby Bloch will cover these and much more Session 7

11:30 – 12:30

NEW WORLD DEPOLARISATION – WHICH BUSINESS MODEL WILL WIN?

Is independent advice the only way of ensuring clients obtain the best possible product for their needs, or can a range of companies provide all the requirements necessary? The panel of this session will evaluate whether fee charging alters the bigger picture or whether the discerning consumer will doubtless pledge his allegiance with his very own adviser.

PANEL:

JOHN BAXTER,

Managing Director,

True Financial Planning

GEOFFREY CLARKSON,

Director,

Tenet Group

RICHARD HOWELLS,

Chief Executive Officer – Network Division,

Berkeley Berry Birch

CHARLES LEVETT-SCRIVENER,

FCII, Director of Strategy,

Towry Law Financial Services

Chaired by

JOHN LAPPIN,

Editor,

Money Marketing

Session 8

13:45 – 14:45

TRAINING DEBATE

The regulatory framework for T&C is in a state of confusion, with the need to resolve the issue of the new format for examinations to be taken by IFAs, the panel will discuss these concerns and will also look into benefits gained in a low-cost consumer-friendly complaints mechanism.

PANEL:

BOB BULLIVANT,

Managing Director,

Society of Financial Advisers

NICK CANN,

Chief Executive,

Institute of Financial Planning

JOHN ELLIS,

Head of Public Affairs,

Life Insurance Association

TOM CAPLE,

Head of Sector Engagement,

Financial Services Skills Council

Chaired by

JOHN LAPPIN,

Editor,

Money Marketing

Session 9

15:15 – 16:15

PENSIONS – GEARING UP FOR A-DAY

Is simplification all it would seem, and what impact will it have on consumers unaffected by the lifetime allowance? The panel will discuss the possible implications on your business, and opportunities that will exist in the intermediaries&#39 role – don&#39t miss this session to evaluate the consequences.

PANEL:

ROS ALTMANN,

Independent Consultant

NICK BAMFORD,

Managing Director,

Informed Choice

GRAHAM DUCKETT,

Pensions Specialist and IFA Partner,

Millfield Partnership

DAVID SHELTON,

Head of Intermediary Strategic Planning,

Clerical Medical

Chaired by

COREY BOLES,

News Editor,

Money Marketing

MONEY MARKETING PENSIONS ARENA

Speakers include Nick Peters, Sales Director, Fee Based Advice, Adrian Boulding, Pensions Strategy Director, Legal & General, Selwyn Herring, Managing Director, Synaptic Systems and Neil Marsh, Managing Director,Hornbuckle Mitchell.

MONEY MARKETING PORECTION ARENA

Speakers include Peter Hamilton,

Marketing Director, Friends Provident, Wojciech Dochan, Head of Product Development, BUPA, Nick Kirwan, Head of Marketing and Product Development, Abbey for Intermediaries, Sue Sneddon, Employee Benefits Technical Manager, Scottish Equitable and Matt Humphrey, Key Account Manager, Webline FUND STRATEGY ARENA

Speakers include John Kelly, Head of Abbey Multi Manager, Abbey for Intermediaries, Robert Stephens, Global Investment Specialist, Invesco Perpetual, Peter Hicks, IFA Sales Director, Fidelity Investments, Matthew Williams, Director of Portfolio Management, Prudential, Peter Lawery, Fund Manager, Jupiter and Stefano Del Federico, Regional Manager – Wealth Management Division, Abbey for Intermediaries MORTGAGE STRATEGY ARENA

Speakers include Nigel Parker, National Partnerships Manager, The One Account, Keith Street, Director of Sales, Kensington Mortgages, Jeff Scott, Head of Intermediary Mortgages, Abbey for Intermediaries and Nick Eatock, Chief Executive, IntelliFlo APPOINTED REPRESENTATIVE ARENA

Speakers include Trevor Galvin, Mortgage Proposition Manager, Friends Provident, Friends Mortgage World, Richard Griffiths, Managing Director, Network Data, Ronnie Sturgeon, Sales Manager, Sesame and Sally Laker, Managing Director, Mortgage Intelligence.

INTERNATIONAL MONEY MARKETING ARENA

Speakers include Jane Dellar, Head, Isle of Man Finance,Paul Kennedy, Taxation & Trusts Manager (Investment), Prudential International, Margaret Jago, Technical Manager, Scottish Equitable International, John Allison, Marketing Director, Scottish Life International, Bill Blevins, Managing Director, Blevins Franks, David Ferguson, Director, The Abacus and Stuart Fairclough, Chief Executive Officer, Ailo.

ADVISERTECH ARENA

Speakers include Malcolm Streatfield, Chief Executive, Lighthouse IFA, Alan Clark,Head of Commercial Development, Barclays Financial Planning, Nigel Hopwood,IT Director, Bankhall, David Harrison, Managing Director, Positive Solutions, Ian McKenna, Director, FTRC, Paul Pettitt, Managing Director, Origo, Charlie Marshall, e-Business Manager, Scottish Equitable, Martin Neason, e-Business Manager, Skandia, Alan Clark, Head of Commercial Development, Barclays Financial Planning, Tony Woodward, Partner, Bond Pearce, Kim North, Co-Founder, Technology and Technical, Nicola Mitchell, Managing Director, Mitchell Moneypenny, Tony Wickenden, Partner, Technical Connection, David Felix-Davies, Director, Plum Software, Graham Miller, Director, O&M Systems, Rory Curran, Executive Chairman,1st Software and Helen Jones, Head of Sales and Training, Synaptic Systems.

For timings and full session details please see our website at:www.moneymarketinglive.co.uk

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