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
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
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
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.