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.
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.
Ana Cuddeford, Investment Director, Multi-Asset Funds, M&G
Alexis Gray, Senior Economist, Vanguard
Luke Bartholomew, Economist, Aberdeen Standard Investments
Craig Rippe, Head of Multi-Asset, 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.
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.
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.
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.
Marc Thompson, Head of Adviser Services, SimplyBiz Investment Services
Tom Whelan, Head of Customer Success, Defaqto
Del-Ryan Rafter, Advising Director and Independent Financial Adviser, James Ryan Thornhill Ltd
Marina Gabas, Operations Director, Herbert and Webster
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
In volatile market cycles we will explore how defensive strategies using alternatives may be able to provide clients with a safe haven.
Sally Boyle, Area Sales Director, Octopus
Belinda Thomas, Partner – Sales & Investor Relations Team, Triple Point
13.20: Health, longevity and the advice process
The evolving shape of retirement means advisers are faced with a new set of challenges to help their clients finance a multi-stage life. As these changes are putting pressure on existing business models how can advisers continue to guide clients towards a financially secure, fulfilling and healthy future.
Jeremy Spira, Strategy Development and Technical Marketing, Vitality Invest
Jacqueline Berry, Founding Director, My Care Consultant
With increased industry scrutiny around performance and charging disclosures our panel will discuss the benefits of outsourcing investment solutions.
Kevin Silvester, Head of Strategic Partnerships, Brewin Dolphin
Jim Stacey, Head of Intermediary Business Development, Aberdeen Standard Capital
Part 2: Protection
14.10: Protection market 2020
Experts from the protection industry will examine the importance of protection when giving investment advice to ensure that as a wealth advisers you are meeting you client’s best interests and objectives. They will share some practical steps that advisers can take to ensure that clients protection needs are met.
Mark Cracknell, Head of Protection Distribution, Aviva
David Howell, Manager Technical Underwriting, Guardian
14.30 Programme close