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. co.uk *Terms and conditions apply. See website for details. MAIN CONFERENCE PROGRAMME ROOM 1 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. OTTO THORESEN Chief Executive, AEGON UK 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. KEITH POPPLEWELL 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 ROOM 2 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. JONATHAN FISCHEL Head of Investment for Small Firms FSA 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 MORTGAGE STRATEGY ZONE Session 1 10:45 – 11:15 Technology and the UK Mortgage MarketMICHAEL BOLTON Chief Executive edeus 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 CHRIS CUMMINGS, Director, AMI 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 Hipstar 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 PENSION ARENA 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 Sesame Session 2 10.45 – 11.15 The Protection Question – ‘Bridging’ the GapANDY CHAPMAN Chief Executive Pioneer 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 FinanceCube 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 ABI 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 Prudential 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 Savills Session 4 11:50 – 12:20 Regulation in the Cautious InvestorANDY BROWN Head of Business Development Prudential Session 5 12.30 – 13.00 Don’t Get Caught in the Wrap TrapRICHARD HOWELLS Marketing Director Bankhall Session 6 13:45 – 14:15 Brave New World of the Insurance Mediation DirectiveALAN MORGAN-MOODIE Chairman 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 Director 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 1st Session 5 12:30 – 13:00 How Crooked is Straight Through Processing? BROD WHITING Head of Business Development Assureweb Session 6 13.45 – 14.15 Adviser E-Enquiry – Enabling Your BusinessDEBBIE STEER e-Business Product Manager 1st NEW BUSINESS WORKSHOPS 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 firstname.lastname@example.org or call 08450 53 1111.
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Jelf Employee Benefits has released a guide to help employers communicate the recent raft of pension legislation to staff. ‘Your Guide to Pension Freedom’ will help employers meet their duty of care in explaining the changes to employees and in turn will help employees take more control over their pensions and retirement decisions.
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