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Show of strength

Fifty industry speakers and nearly 100 exhibitors will take part in Money Marketing Live at Manchester’s G-Mex

Money Marketing Live returns to Manchester’s G-Mex next Tuesday, October 31st to create the north’s biggest one-day show for financial intermediaries this year.

With over 50 industry speakers and nearly 100 exhibitors, the conference and exhibition will, once again, give advisers the opportunity to discuss some of the key challenges they currently face. In addition to four product-specific arenas, this year’s event also includes the all-new Technology Village.

With the business needs of advisers in mind, the show will contain several streams of seminars covering new developments in pensions, investments, mortgage and protection products, creating the most comprehensive event for financial service professionals.

The conference brings together the industry’s leading minds to speak on and debate the key issues in financial services. Otto Thoresen, chief executive of AEGON UK, will present the keynote session in the main arena and will be followed by Jonathan Fischel, head of investment for small firms at the FSA, who will provide a regulatory update. Keith Popplewell, managing director of Professional Briefing, and Steve Bee, head of pension strategy at Scottish Life, will also be discussing on the very latest pension developments.

Also, the FSA will be holding a surgery at the event for delegates to ask regulatory questions or discuss any issues they may have, and the Financial Ombudsman Service will be in attendance to discuss their jurisdiction and the complaints procedure.

The Exchange will also be running two new-business workshops, each lasting two hours. Attendees will gain insight into the increased benefits of new integration developments and how technology can really enhance their business process.

Visitors also have the chance to win a Mini Convertible* sponsored by RBS Intermediary Partners. A prize draw will take place at 3.00pm, where the keys will be handed to one lucky delegate.

Money Marketing Live takes place on Tuesday 31st October 2006 at the G-Mex in Manchester between 8.45am-4.45pm. Entry is free but you need to register.

To register by phone, call 020 7970 4651. To register online, go to our website, www.moneymarketing live. *Terms and conditions apply. See website for details.



Session 1

10:00 – 10:30

Keynote speech: The Future of Products and DistributionOtto will discuss the key issues facing the financial services industry at the moment. He will explore the trends affecting product development; where distribution is heading and the future of advice. There will also be an opportunity for the audience to ask questions.


Chief Executive,


Session 2

10:45 – 11:30

Panel Debate: What Next for the Adviser Business Model?

How do you structure your business for the next five years? Where do the opportunities lie to grow your practice and what are the limitations with current business models? The panel will discuss the key industry issues, and how advisers can build a profitable and successful business in the current regulatory climate.

DOUGLAS GARDNER, Distribution Director, Positive Solutions

ANDY BRIGGS, Distribution Director, Prudential

KEN DAVY, Chairman, SimplyBiz

STANLEY LOVELL, Group Executive Chairman, In Partnership

Chaired by JOHN LAPPIN, Editor, Money Marketing

Session 3

12:00 – 13:00

Maximising your Pensions Planning OpportunitiesThe very latest advice on how pensions advisers can proactively benefit themselves and their clients by understanding the implications of imminent changes in the pensions world.


Managing Director

Professional Briefing

Session 4

14:00 – 15:00

Panel Debate: The New World of PensionsThe panel will discuss how the industry has coped with simplification so far. Is it all done and dusted, or are there still a lot of legacy issues? What has simplification done for advisers – will it herald a new way of working? Where are new opportunities to be found? Who are most likely to succeed and how can advisers add more value to their clients? The session will also explore changes in consumer behaviour and how life offices can support advisers in the new pensions world.

STEVE BEE, Head of Pensions Strategy Scottish Life

RACHEL VAHEY, Head of Pensions Development, AEGON Scottish Equitable

IAN PRICE, Head of Pensions, St James’s Place

NICK MCBREEN, IFA, Worldwide Financial Planning

CHRISTINE HALLETT, Managing Director, Pointon York Sipp Solutions

Chaired by CHRIS CUMMINGS, Director General, AIFA


Session 5

10:00 – 11:00

New Model Office – A Vision of How Profitable Professional Practices will be Running Their BusinessesThis session will discuss strategies for running a profitable business, in particular: deciding which clients you want to work with; defining a compelling client proposition; marketing the business with ideas on how to generate business; the advice process, getting paid for the work you do and not giving it away; and handling the grunt work efficiently.

JUSTIN URQUHART STEWART, Director, Seven Investment Management

RORY CURRAN, Executive Chairman, 1st

Session 6

11:10 – 11:40

Regulation UpdateJonathan will provide a regulatory update from the Financial Services Authority – this is your chance to askyour questions direct to the regulator.


Head of Investment for Small Firms


Session 7

11:50 – 13:00

Investment Question TimeThis is your opportunity to question leading figures from the fund management industry on their current investment views. The difficulties that confront both you and your clients when constructing appropriate investment portfolios are ever-changing. What is the outlook for global equity markets? What will be the next move for interest rates? What is a suitable portfolio balance between equities, bonds and cash in the current market conditions?

GEORGINA MITCHELL, Head of Investment, Redmayne-Bentley HARRY MORGAN, Director, Newton

BRIAN TORA, Investment Director, Gerrard

JUSTIN URQUHART STEWART, Director, Seven Investment Management

Chaired by DAVID HARRIS, Chief Executive, InvaTrust

Session 8

15:15 – 16:15

Inheritance Tax and Trusts Post Finance Act 2006John and Colin will provide an update on the very latest developments concerning IHT and Trusts Post Finance Act 2006. This is the session that will explore the latest on IHT issues.

COLIN JELLEY Head of Tax and Financial Planning, Skandia

TONY WICKENDEN, Director, Technical Connection


Session 1

10:45 – 11:15

Technology and the UK Mortgage MarketMICHAEL BOLTON

Chief Executive


Session 2

11:30 – 12:00

Online Mortgage Systems – The Impact on the Day to Day Life of a Mortgage IntermediaryPAUL FRYERS

Head of Corporate Development

Mortgages plc

Session 3

12:15 – 13:00

Panel Debate: The Future of Mortgages MICHAEL BOLTON, Chief Executive, edeus


JULIAN INGALL, Managing Partner, Cobalt Capital

RICHARD FOX, Chief Executive, Society of Mortgage Professionals

Chaired by JOHN LAPPIN, Editor, Money Marketing

Session 4

13.45 – 14.15

Home Information PacksSTEPHEN MASKENS

Chief Executive


Session 5

14.20 – 14.50

The Mortgage Technology DebatePETER IZARD, Senior Manager Corporate Accounts, GMAC-RFC

Representative, edeus

Chaired by ROBERT THICKETT, News Editor, Mortgage Strategy


Session 1

09.45 – 10.15

SIPP of the FutureJOHN MORET

Director of Sales & Marketing

Suffolk Life

Session 2

10:20 – 10:50

Self Administered OpportunitiesNEIL MARSH

Managing Director,

Hornbuckle Mitchell

Session 3

11.00 – 11.30

Opportunities in the Unfolding Pension SceneADRIAN BOULDING

Pensions Strategy Director

Legal & General

Session 4

11.50 – 12.20

The Annuities Market Now and in the FutureMATT TROTT

Product Manager

GE Life

Session 5

12.30 – 13:00

Changing Rules for Life Offices, Fund Managers and IFAsNEIL MARSH, Managing Director, Hornbuckle Mitchell

MICHELLE CRACKNELL, Director of Business Development, Origen Financial Services

PETER HICKS, Head of the IFA Channel, Fidelity International

Chaired by JOHN MORET, Director of Sales & Marketing, Suffolk Life

Session 6

14.30 – 15.00

The Transition to FeesBRETT DAVIDSON

Managing Director

FP Advance

PROTECTION ARENA Sponsored by Sesame

Session 1

10.00 – 10.30

The Value of AdvicePHIL HULL

Protection Product Manage


Session 2

10.45 – 11.15

The Protection Question – ‘Bridging’ the GapANDY CHAPMAN

Chief Executive


Session 3

11.20 – 11.50

Wake-Up to the World- Wide-Web! Learn How the Internet Can Raise the Profile and Profitability of Professional Financial AdvisersPHILIP CALVERT

Sales Director


Session 4

11.55 – 12.25

Panel Debate – An Overview of the Current Protection Market – Threats and OpportunitiesPAUL COWMAN, Head of Proposition and Market Strategy – Insurance, Prudential

NICK KIRWAN, Chairman – Critical Illness Working Party, ABI

TED YORK, Managing Director, Berkeley Alexander

PHILL HULL, Protection Product Manager, Sesame

Chaired by RICHARD WALSH, Head of Health and Protection, ABI

Session 5

12.30 – 13.00

Educating Clients to Understand the True Benefits of Critical Illness Insurance NICK KIRWAN

Chairman – Critical Illness Working Party


Session 6

13.45 – 14.20

Pension Term Assurance – Fully Developed or a Work in ProgressROBERT REID

Vice President,

Personal Finance Society

Session 714.30 – 15.00Building a Sustainable Protection Model to Last the Next 20 YearsPAUL COWMAN

Head of Proposition and Market Strategy – Insurance


INVESTMENT ARENA sponsored by Isle of Man Finance

Session 1

10.00 – 10:30

New Services for Investment Managers and IFAsJEFF STUBBERFIELD

Senior Corporate Relationship Manager

Barclays Stockbrokers

Session 2

10.40 – 11:10

Absolute Returns and the Retail InvestorREZ VISHKAI

Head of Alternatives

Insight Investment

Session 3

11:15 – 11:45

Apart Hotels – a Unique Investment OpportunityGERARD NOLAN

Director – Hotels & Leisure


Session 4

11:50 – 12:20

Regulation in the Cautious InvestorANDY BROWN

Head of Business Development


Session 5

12.30 – 13.00

Don’t Get Caught in the Wrap TrapRICHARD HOWELLS Marketing Director


Session 6

13:45 – 14:15

Brave New World of the Insurance Mediation DirectiveALAN MORGAN-MOODIE


Association of International Life Offices

TECHNOLOGY VILLAGE sponsored by Winterthur Life

Session 1

10:00 – 10:30

How to Create a Profitable, Sustainable IFA BusinessDAVID SCARLETT

Managing Director

The Adviser Gym

Session 2

10:40 – 11:10

Pensions for Normal People GRAHAM MILLER


O&M Systems

Session 3

11:15 – 11:45

Driving Efficiency through Technology – the STP ModelCOLIN SLOSS

Propositions Manager

The Exchange

Session 4

11:50 – 12:20

Remote Working for Financial AdvisersRICHARD GOODALL

Sales and Marketing Director


Session 5

12:30 – 13:00

How Crooked is Straight Through Processing?


Head of Business Development


Session 6

13.45 – 14.15

Adviser E-Enquiry – Enabling Your BusinessDEBBIE STEER

e-Business Product Manager



11:00 – 13:00

Connecting the Industry with The ExchangeSpeakers will present the business case for using technology. They will show you a number of ways in which to gain operating efficiencies. They will share best practice and provide an insight into how successful IFA firms are getting value from using IT in their business in particular through submitting new business electronically.

Representatives, The Exchange

14:00 – 16:00

Repeat of above sessionTo join either of these sessions, please email or call 08450 53 1111.


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