View more on these topics

Money Marketing Interactive 2018: Our top five picks

MMI 2016This year, Money Marketing Interactive is back and better than ever. Now in its third year, the conference brings you the cream of the advice profession in an innovative live format for a day of insight, discussion, and debate on the market’s key issues.

From tax planning and technology to compliance and qualifications, MMI offers advisers the opportunity to combine great presentations with tailored workshops and one-to-one advice clinics to push professionalism forwards.

With more than 20 sessions to choose from on the day, there truly is something for everyone at our flagship event.

Here’s our top picks from a must-see lineup:

1) In Conversation With…ex-SJP chief executive David Bellamy

David Bellamy took St James’s Place from newcomer to the largest player in the advice space in his 11 year at the helm. After stepping aside earlier this year, he will reflect on the highs and lows of his time at the top, before being interviewed by Money Marketing editor Justin Cash.

Advisers will not want to miss this exclusive opportunity to ask their own questions of the man behind what remains the most controversial firms in the market.

Main stage: 9.20am

2) DB transfers: The road ahead

As the FCA releases yet further consultation and practices like contingent charging continue to come under scrutiny, our expert panel will take the finest of the advice profession and top industry experts to take on the future of the market.

Will partial transfers come to prominence? And what role should outsourcers, administrators and trustees play when it comes to sound financial planning decisions?

Track C: 11am

3) Suitability: Writing the perfect risk report

On the back of a wide-reaching review last year, advisers will have little respite before the FCA begins assessing their recommendations again for a follow up study next year. Adviser trade body Pimfa’s director of regulation Ian Cornwall will be joined by Threesixty chief Russell Facer and former IFP president Rebecca Taylor to hammer out the dos and don’ts.

Track B: 1.50pm

4) Cashflow modelling: Help or hinderance? 

Money Marketing is very fortunate to be joined by former FCA technical specialist Rory Percival ahead of a flagship report he is releasing into the performance of cashflow modelling tools. He will chair an expert panel to take a deep dive into how advisers should be using cashflow plans and what pitfalls lie ahead if they get it wrong.

Track B: 4.10pm

5) Closing keynote: The global practice of financial planning

Industry veteran Phil Billingham has followed how financial planning has developed across the world throughout his illustrious career. In a post-RDR world, how does the UK stack up with other jurisdictions? What lessons can we learn from other markets, and why have different countries taken such different paths?

Main stage: 4.55pm

Money Marketing Interactive is being held on 3 May at Etc Venues, Bishopsgate, London.

To join 300 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 #MMInteractive

Recommended

High-Court-Building-700.jpg
7

Sipp provider denies unregulated introducer ties as court battle continues

Sipp firm Carey Pensions has claimed it never supplied marketing material to unregulated introducers to promote its products, as its High Court case rumbles on this week. Carey Pensions chief executive Christine Hallett gave evidence in the third day of the case yesterday, in which lorry driver Russell Adams alleges Carey Pensions missold him a Sipp. Prosecution […]

6

Hot Money: Assessing three years of pension freedoms

As the pension freedoms approach their third anniversary, advisers are reflecting on how the watershed policy has affected both their businesses and their clients. Clients have benefited from being able to access flexible drawdown and to use their pension to help fund inheritance. They are able to transfer out of defined benefit schemes and are […]

8

FCA mulls contingent charging ban for DB transfers

The FCA is considering a ban on contingent charging for pension transfer advice. The regulator published a consultation paper and a policy statement on pension transfer advice this morning. The policy statement is the regulator’s official response to the consultation published in June 2017 where it made five recommendations to improve transfers. The contents of […]

Revealed: The Money Marketing Awards 2018 shortlist

In a challenging market environment, the advice profession has continued to excel this year. Those that make it through Money Marketing’s rigorous judging process to be honoured with an award are truly recognised as the cream of an industry now rightly calling itself a profession. This year, the amount and quality of submissions has been […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment