The Advice Show is a live broadcast featuring an array of industry leaders discussing the big issues shaping our industry. It is broadcast straight to your laptop, phone or any other device, wherever you are, meaning you don’t have to go anywhere to get all the latest news, views and insight.

The September Advice Show will be the last of 2019 and as such, will provide viewers with valuable insight, debate and timely updates as we head towards some pretty major changes for the industry and country as a whole and will provide food for thought as we approach 2020.

Broadcast live from studios in London, the Advice Show has become the industry’s premium adviser programme, allowing advisers to tune in from wherever they are to get industry’s take on the key issues affecting us all.

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  • 10.30 - 11.10: Market and Economic review

    Our panel of experts take an in-depth exploration of recent movements and trends in the market, as well as what they’re liking the look of, both globally and sector-wise, for the rest of 2019.  Also, with Brexit happening just six weeks after the show (possibly!), they discuss what changes, if any, we can expect to see as a result. 

    Featuring: 

    Ana Cuddeford, Investment Director, Multi-Asset Funds, M&G

    Alexis Gray, Senior Economist, Vanguard

    Luke Bartholomew, Economist, Aberdeen Standard Investments 

    Andrew Morris, Product Specialist, Canada Life Investments

  • 11.15 - 11.40: Regulatory Update

    Group Compliance Director, Gary Kershaw, returns to the Advice Show to take your questions on, and offer his insight into, all regulatory issues.  SM&CR is now just a few months away and Gary will address the areas of this new regime which may be causing last minute challenges to adviser firms, as well as a look at PII requirements, ongoing repercussions of MiFID II, suitability, disclosure and much more.

    Featuring: 
    Gary Kershaw, Compliance Director, The SimplyBiz Group 

  • 11.45 - 12.05: The adviser landscape and supporting you

    Group Joint CEO, Neil Stevens, joins us to discuss the ever-changing advisory landscape and the issues and opportunities advisers may be currently facing.  He’ll also explore some of the trends and changes the Group has noticed in the market over the past months, and the support we are offering in order to help the firms we serve remain compliant and successful. 

    Neil will also provide an overview of the Group’s first full year since flotation, the acquisition of Defaqto and our plans for the upcoming year. 

    Featuring: 
    Neil Stevens, Joint CEO, The SimplyBiz Group

  • 12.10 - 12.25: Innovation in our market

    In this session, we bring together genuine industry innovators to discuss how they identified areas which needed to develop and change, how they approach turning their ideas into realities and, most importantly, how innovation can help you and your clients.

    We welcome to the panel Jane Hodges of remote advice firm Money Honey and Nucleus founder and HMT Fintech envoy for Scotland David Ferguson who will be talking about disrupting the market, effecting positive change and how innovation doesn’t need to be on a huge scale to make a difference. 

    Featuring: 
    Jane Hodges, Director, Money Honey Financial Planning
    David Ferguson, Founder and CEO, Nucleus

  • 12.30 - 12.55: Getting the most out of technology

    Technology can be hugely beneficial to your business, adding efficiencies and saving money, resource and time. However, understanding exactly how to implement and use tech to best reap its benefits in practical terms can sometimes appear both complex and time-consuming.

    Using the best practice they have picked up from other firms, and their in-depth knowledge of the area, specialists from SimplyBiz Investment Services and Defaqto will be tackling all your questions on technology and how it can benefit your processes, in jargon-free terms.

    Featuring:
    Marc Thompson, Head of Adviser Services, SimplyBiz Investment Services
    Tom Whelan, Head of Customer Success, Defaqto

  • 13.00 - 14.30: Giving advice in 2020 – Practical insight and solutions

    Over the next 90 minutes, we invite various specialists from across the world of financial services to take a deep dive into a range of technical areas which can sometimes appear complex.  They will be offering their insight into new or developing segments of the market and how they could be of interest to you and your clients.  

    Part 1: Investment

    13.00: A defensive position

    Featuring: 

    Belinda Thomas, Head of Sales and Marketing, Triple Point 
    Sally Boyle, Area Sales Director, Octopus

    13.20: Health, longevity and the advice process

    Featuring:  

    Jeremy Spira, Strategy Development and Technical Marketing, VitalityInvest 

    13.45: DFM

    Featuring:  Brewin, Brooks, Charles Stanley Group, Kevin Silvester, Head of Strategic Partnerships, Brewin Dophin

    Part 2: Protection

    14.10: Protection market 2020

    Featuring: 

    Mark Cracknell, Head of Protection Distribution, Aviva
    Julie Hopkins, Director of Underwriting & Claims Strategy, Guardian 

  • 14.30 Programme close