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.

Advice Show: Bite Size 1 July 

The next Advice Show will be broadcast on Monday 1st July.  Register now for what promises to be another great show and, if you missed the last show, you can catch up now On Demand.


Register here

  • 10.30 - 11.15: Market Update

    A panel of renowned industry experts join us to take a journey through the UK and global markets and tackle some of the biggest questions of the moment:

    • Is political uncertainty only certainty we have for the next few years?
    • Is cryptocurrency finally about to have its day?
    • Is it all doom and gloom for UK retail funds?
    • Peter Elston, CIO, Seneca
    • Vincent Ropers, Co-portfolio Manager, Wise Funds
    • Ben Gilbert, HC Verbatim Portfolio 5 Income Fund Investment Manager, Verbatim

  • 11.20 – 11.50: Vulnerability, freedom and the new later life

    With vulnerable clients increasingly in the regulator's sights, and a growing area of interest and concern for both advisers and their clients, leading sector figures including Steve Webb and The SimplyBiz Group’s own Richard Nuttall join the panel to explore the changing face of vulnerability.  In addition, they’ll be looking at how this issue overlaps with new definitions and challenges in the later life market, with an overview of the pensions dashboard and where we are with freedoms.

    The panel will, of course, also be answering any of your burning questions too!

    • Steve Webb, Director of Policy and External Communications, Royal London Group
    • Richard Nuttall, Director of Compliance Policy, The SimplyBiz Group 

  • 11.55 – 12.10: Regulatory Outlook

    SimplyBiz Group Director of Compliance Policy, Richard Nuttall, sticks about to talk further about other important regulatory issues, including Senior Managers, MiFID II and the FCA’s recent consultation on the effects of RDR and FAMR

    • Richard Nuttall, Director of Compliance Policy, The SimplyBiz Group

  • 12.15 – 12.35: The changing needs of your clients

    The DB pension transfer market has increased in not only size but also complexity over the past few years, not to mention the heightening focus from the regulator in this area. 

    This session will explore the world of DB in detail, with a focus on compliance, processes and when, and why, outsourcing might be the best option for you and your clients. 

    Whilst increasing numbers of advisers are making moves to ensure their offering is as holistic as they can, it’s not always possible to be all things to all clients.  In addition to our DB specialists, we’ll also be joined by experts in the legal and referrals market to examine the changing needs of the client, how to decide whether outsourcing or giving advice is the answer and how to ensure you’re working with the best partners for your business, and your clients.

    • Michael Basi, CEO, Onvestor Advisory
    • Clive Bolton, Managing Director, LV=
    • Libby Holding, Legal Services Director, APS - Legal & Probate

  • 12.40 – 13.00: High tech? Or high touch?

    Or both! Panellists from Intelliflo, Zurich and SimplyBiz Investment Services will take a close look at the world of FinTech and deliver their informed – and honest! – views on when technology can add efficiencies and save you money and time, and when only a human touch will do!

    • Nick Eatock, Executive Chairman & Founder, Intelliflo
    • Alistair Wilson, Head of Retail Platform Strategy, Zurich
    • Karl Dines, Head of Business Consultancy, SimplyBiz Investment Services

  • 13.05 – 13.20: Investment Committee and SAA Update

    Following the appointment of Hymans Robertson to the SIS Independent Investment Committee, enhancements have been made to the process of creating Strategic Asset Allocation. We speak to Stephen Birch, one of the experts at Hymans, about the ways in which institutional grade thinking is being used to create retail asset allocation.

    • Stephen Birch, Research & Strategy Director, Hymans Robertson

     

  • 13:20: Programme close