CONFERENCE ROOM 1
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 'bottom line'. 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's 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't 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
MONEY MARKETING PENSIONS ARENA
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.
MONEY MARKETING PROTECTION ARENA
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 www.moneymarketinglive.co.uk