This 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