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What&#39s on in Manchester




Opening Keynote Speech

Paul Rich, Sector Leader Manager for Retail Intermediaries, FSA SESSION 2


Mortgage Regulation Panel Debate

The panel will discuss which exams intermediaries will need to pass under the new regime, the regulatory position on General Insurance, Lifetime Mortgages, Home Reversion Mortgages,and the options available to intermediaries in order to remain fully qualified.

Richard Fox, Compliance Director, Mortgage Code Compliance Board Rob Clifford, Managing Director, Mortgage Force

Chris Cummings, Director, Association of Mortgage Intermediaries John Malone, Head of Mortgages, PremieMortgage Service

Chaired by John Lappin,Editor, Money Marketing



Hot and Topical Issues in Pensions Planning

A guide to 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


The New Model Adviser

This session describe will describe the concept of the New Model Adviser – transforming the working practices of financial advice businesses to achieve greater long term profitability and value. The panelists will also look at the training and qualifications needed to enhance the professionalism of financial advisers.

Nick Cann, Chief Executive, Institute of Financial Planning

Rory Curran, Executive Chairman, 1st Software

Justin Urquhart Stewart, Marketing Director, Seven Investment Management CONFERENCE ROOM 2



Improving the Bottom Line Through Tax Planning

Your clients value advice that helps them to achieve their financial objectives …to improve their &#39bottom line&#39. Smart (but often simple) tax planning can be a key contributor to this. Tax planning can also be used as an interest generator for advisers seeking to do more business with existing clients and to increase the number of key clients that they deal with…not to mention the establishment of business generative relationships with other professionals. In this session Tony will be looking at ways for advisers to add value, differentiate and profit through the delivery of tax-driven planning and solutions.

Tony Wickenden, Partner, Technical Connection



New World Depolarisation – Which Business Model Will Win?

Is independent advice the only way of ensuring clients obtain the best possible product for their needs, or can a range of companies provide all the requirements necessary? The panel will evaluate whether fee charging alters the bigger picture or whether the discerning consumer will doubtless pledge his allegiance with his very own adviser.

Shaun Godfrey, Group Sales Director, Bankhall

John Baxter, Managing Director, True Financial Planning

Geoffrey Clarkson, Director, Tenet Group

Martin Davis, Commercial Director, Sesame

Chaired by John Lappin,Editor, Money Marketing



Investment Question Time

This is your opportunity to question and debate with leading figures from the investment fund management industry, the current investment climate and issues that concern both you and your clients when constructing investment portfolios. Where will global equity markets go from here and where next for interest rates? What is a suitable portfolio balance for current market conditions and where are the best places to seek out relevant information? This is the session where you set the agenda and ask the questions that matter to you.

Harry Morgan, Director, Newton Investment Management

Andrew Watkins, Independent Consultant

Jeremy Tigue, Director & Head of Investment Trusts, F&C Management Ltd Justin Urquhart-Stewart, Director and Co-Founder, Seven Investment Management Chaired by David Harris, Chief Executive, InvaTrust Consultancy SESSION 8


Pensions – Gearing up for A-Day

Is simplification all it would seem and what impact will it have on consumers unaffected by the lifetime allowance? The panel will discuss the possible implications on your business and opportunities that will exist in the intermediary&#39s role – with perhaps less tax planning and more investment advice. How should you advise clients during the changeover, and with possible new retirement investment strategies in the potential new regime, the future shape of pension product manufacture and marketing is set to change – don&#39t miss this session to evaluate the consequences.

Stewart Ritchie, OBE, Director (Pensions Development), Scottish Equitable Steve Bee, Head of Pensions Strategy, Scottish Life

Ros Altmann, Independent Consultant

Graham Duckett, Pensions Specialist and IFA Partner, Millfield Partnership Chaired by Robert Reid, Director, Syndaxi Financial Planning


Speakers include Adrian Boulding, Pensions Strategy Director, Legal & General, Graham Miller, Director, O&M Systems, Neil Marsh, Managing Director, Hornbuckle Mitchell and Richard Mottram, Director, Alexander James Financial Services.


Speakers include Peter Hamilton, Marketing Director, Friends Provident, Matthew Gully, Head of Marketing Communications, BUPA, Simon Moxon, Regional Protection Manager, Abbey for Intermediaries and Matt Humphrey, Key Account Manager, Webline FUND STRATEGY ARENA

Speakers include Grant Jaffrey-Smith, Investment Marketing Manager, Abbey for Intermediaries, Robert Stephens, Global Investment Specialist, Invesco Perpetual, James Bampton, Head of Intermediary Sales, Fidleity Investments, Matthew Williams, Director of Portfolio Management, Prudential, Algy Smith-Maxwell, Fund Manager, Jupiter and Paul Coady, Regional Sales Presenter, Technical Support Unit, Abbey for Intermediaries MORTGAGE STRATEGY ARENA

Speakers include Keith Street, Director of Sales, Kensington Mortgages, David Buxton, National Accounts Manager, The One Account, Andy Wharam, Group Marketing Manager, Intermediary Mortgage Marketing, Abbey for Intermediaries and John Harrison, on behalf of the Institute of Financial Services GENERAL INSURANCE ARENA

Speakers include Dr Sandy Scott, Director General, Chartered Insurance Institute, Bob Beckett, Executive Chairman, The Beckett Group, Robin Wood, Chairman, Robin Wood & Associates, Ann-Marie Stone, Compliance Director, Paymentshield and David Felix-Davies, Director,Plum Software INTERNATIONAL MONEY MARKETING ARENA

Speakers include John Sheath, Director & General Manager, Bradford and Bingley International, Brian Murphy, Senior Financial Planner, AXA Isle of Man, Steven Whalley, Head of Marketing, Scottish Equitable International, John Allison, Marketing Director, Scottish Life International, Steve Travis, Manager, International Personal Financial Planning Division, The Fry Group, David Ferguson, Director, The Abacus and Stuart Fairclough, Chief Executive Officer, AILO ADVISERTECH ARENA

Speakers include Tony Dunmore, Operations Director, Towry Law and Charles Bryant, CEO, Assureweb, Nigel Hopwood, IT Director, Bankhall, Leslie Sharpe, Deputy Managing Director, SIFA, Chris Smallwood, Sales Director, Positive Solutions, Ian McKenna, Director, FTRC, Mick Harris, e-Business Relationship Manager, 1st, Ann Dempster, Managing Director, Plum Software, Charlie Marshall,e-Business Manager, Scottish Equitable, Paul Pettitt, Managing Director, Origo, Kim North, Co-Founder, Technology and Technical, Nicola Mitchell, Managing Director, Mitchell Moneypenny and Bernard Henshall, Investment Distribution Manager, Winterthur Life For timings and full session details please see the website at


IMA wants single 15% fund tax

The Investment Management Association is calling for a 15 per cent simplified savings tax for investment funds. It wants the Government to set one savings rate to apply to income, gains and all asset classes. At present, there are five existing and two potential tax regimes, with qualifying investor schemes and property investment funds due […]

Put trust in straight talking

A fter five years of distinguished service, Paul Smee is off. IFAs will be losing a very skilled operator and a well respected problem solver. Paul&#39s style could not have been more different to mine but in one way we are very similar – we both tell it straight. Not doing so all-ows ministers, civil […]

Holding forth

Isis Equity Partners is aiming to raise up to £20m in C shares as a top-up to the Baronsmead venture capital trust 2. Baronsmead VCT 2 was established in 1998 and has around 60 holdings. About 84 per cent of the portfolio is invested in qualifying companies so the directors believe now is the time […]

&#39Technical hitches hold back sales&#39

A shake-up is needed in the way that investment trusts are marketed and distributed, according to delegates at a round table meeting in London last week organised by Money Marketing and Sway. A panel of 24 directors, analysts, technical and marketing experts met at Somerset House to discuss ways to increase the distribution of trusts. […]


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