Watch MM Wired: Tomorrow’s adviser today

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Sponsored by: standard life

Money Marketing’s next Wired sessions will take place on Thursday at 10am, 11.30am and 1pm. Each session will last for half an hour. Take a look at the session overviews and panellists below and ensure you register to receive a reminder when the sessions are about to start. Register here

10AM: THE KEY TAKEAWAYS FROM THE AUTUMN STATEMENT

  • Analysis of key tax planning changes advisers need to be aware of, e.g. changes to annual allowance, a steer on direction of travel for pension tax relief, salary sacrifice etc
  • Announcements on any changes to Pension Wise framework/ developments with the advice market review
  • How do announcements fit in with pension freedoms

Moderated by: Tom Selby – Head of News, Money Marketing

Panellists include:

Alastair Black – Head of Financial Planning, Standard Life

Tony Wickenden – Managing Director, Technical Connection

Malcolm McLean – Senior Consultant, Barnett Waddingham

Adrian Boulding – Policy Strategy Director, Tisa

11:30AM: UNDERSTANDING DUE DILIGENCE

  • Is there such a thing as the correct formula to approach due diligence?
  • What criteria should advisers use when assessing tools or third party services?
  • What are the pitfalls advisers should avoid in reviewing products? How should the due diligence process differ when it comes to working with third parties?
  • How can advisers be assured they are doing sufficient due diligence to keep the regulator happy?

Moderated by: Natalie Holt – Editor, Money Marketing

Panellists include:

Mike Hogg – Head of Platform Proposition, Standard Life

Ian McKenna – ‎Director, Finance & Technology Research Centre

Mike O’Brien – Managing Director, TenetConnect & TenetSelect

1PM: TOMORROW’S ADVISER TODAY

  • What will a successful pensions adviser look like in 2020?
  • What new skills will be needed in future and how will individuals’ roles change within firms?
  • How can pension advisers best target the different segments of their client bases – whether live wealth management clients, historic trail customers, employees within the schemes they run and new prospects?
  • How should firms respond to the new risks and liabilities generated by the new retirement saving environment?

Moderated by: John Greenwood – Editor, Corporate Adviser

Panellists include:

David Tiller – Head of Adviser Propositions and Strategy, Standard Life

Chris Hannant – Director General, Apfa

Mark Futcher – Partner & Head of DC, Barnett Waddingham

Doug Brodie – Managing Director, Master Adviser

Tweet us your questions and comments throughout today’s sessions using the hashtag #MMWired.

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