View more on these topics

Money Marketing Interactive 2019: FCA leads stellar new lineup

MMI 2016As advisers start winding down for the Christmas break, we have just put the finishing touches on an amazing speaker lineup for the Money Marketing Interactive conference in London next April.

We could hardly have picked a better date. Brexit will have been triggered just six days before our experts take to the stage. We could even have a leadership battle or general election in the works, not to mention a new tax year and fallout from the latest Budget.

MMI London 2019 is sure to be the best discussion of the key issues facing financial planners and their clients in the post-Brexit world.

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

1) What the FCA really wants from financial advisers

The FCA’s co-director of life insurance and financial advice supervision Debbie Gupta will be opening the conference with a deep dive into the regulator’s approach to the financial planning market. What does it see as the key risks? How will it go about watching over firms? And are there issues where advisers might have got the wrong end of the stick?

Main stage: 9.05am

Register free for the conference now

2) Culture in financial services: The path forward after Brexit

Is the investment industry really serving the end consumer? What can politicians, regulators and the industry do to route out the worst excesses? Have we actually learned anything from the mistakes of the past?

Dame Helena Morrissey and City Hive’s Bev Shah will be part of our panel taking a look at all of this and more.

Main stage: 9.45

3) DB transfers: A 2020 view

Financial Ombudsman Service lead ombudsman Caroline Mitchell will join British Steel campaigner Henry Tapper and Intelligent Pensions’ Fiona Tait to look at how new transfer analysis tests have changed the market and how advisers can stay on the right side of compliance.

Track C: 11.10am

Money Marketing Interactive is being held on 4 April 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

2

MAS to launch drawdown comparison tool

The Money Advice Service aims to launch a prototype version of a drawdown comparison tool aimed at non-advised, mainstream customers in spring next year. The guidance body’s senior policy manager Teresa Fritz shared details about the tool that is being designed in collaboration with the Association of British Insurers. Speaking at a Westminster Business Forum […]

2

Disputed £3.5m adviser tax error unearthed by SJP goes to trial

Two pension trustees who launched legal proceedings against the advice firm that was formerly Truestone Wealth Management have been granted a court date in early 2020. According to Law360 UK, two acting trustees of London-based directors’ retirement and death benefit scheme Radley Yeldar claim a mistake made by an adviser at Truestone has cost them £3.5m. […]

Loney-Phil-Royal London-2013
1

Royal London chief Loney to step down

Royal London chief executive Phil Loney is stepping down at the end of 2019 and the new chairman, Kevin Parry, will lead the search for his successor. Parry’s appointment and Loney’s departure were both announced this morning. Parry, will leave his current non-executive director position at Standard Life Aberdeen at the end of December and […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com