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.

Next Advice Show: 20 January 2020 – Mortgage and Protection special

Our next Advice show will be on air on 20th January. You can register for this and all 2020 shows using the links on the right.

On Demand

If you missed our year end special, broadcast live on 2 December, you can now watch any or all sessions back on demand, simply click on the links down the righthand side of this page.

As a reminder, the agenda of the last show was as follows:

  • Part One - Market and economic outlook for 2020

    Our ever-popular market update session returns for a review of the 2019 market, and a look forward to what our experts think we should expect to see in 2020.  It would be fair to say we’ve had a somewhat turbulent year in UK politics, and our specialist panel will discuss what effect this upheaval may have on the market over the next twelve months.   Things haven’t been any calmer globally, and we’ll also take a virtual trip around the world to see how trade wars and disputes are steering the international markets.  We’ll also hear what our investment gurus think will be the ‘ones to watch’ next year and what have been the surprise successes of 2019.

    Featuring

    • Richard Whitehall, Head of Portfolio Management, Aegon
    • Chris Arcari, Investment Research Consultant, Hymans Robertson

  • Part Two - Investing in 2020 and beyond

    After our experts have toured the global markets, we will take a unique look at investing in 2020 and beyond. Whilst traditional investment will no doubt remain strong, we will look at some of the newer trends and solutions and at how some of the more non-traditional routes may play a part in 2020 planning and beyond.

    Featuring:

    • Gordon Pugh – Senior Business Development Manager, Blackfinch

  • Part Three - Meeting the needs of the 2020 client

    After hearing about the markets and about some of the solutions that may drive your 2020 strategy, we now look at what all these means against the backdrop of changing client dynamics.

    Intergenerational advice is becoming a real talking point amongst advisers – how do you protect the wealth you have helped to build and preserve, how can you influence beneficiaries and dependents and of course with the issue of care planning high on the agenda, this is becoming ever more prevalent.

    With this in mind, Gillian Hepburn – Intermediary Solutions Director at Schroders, leads a panel of experts as we explore some of the issues and opportunities coming your way in 2020.

    Featuring

    • Gillian Hepburn – Intermediary Solutions Director, Schroders
    • Jacqueline Berry, My Care Consultant
    • Scarlett Musson, Business Development Director, APS Legal and Associates

  • Part Four - SM&CR: Last call and look ahead to 2020 regulation

    With just a week to go until the first wave of SM&CR implementation, our regulatory expert will provide a snapshot of Senior Managers and, crucially, make sure you’re on top of what happens next with this new regime.  There’s a host of other regulatory papers, consultation and policy heading our way in 2020, so we’ll also be taking a look at the upcoming news around vulnerability, suitability and the Fifth Money Laundering Directive.  We’ll also be discussing one of the issues having the widest impacts on the market at the moment; DB pensions

    Featuring

    • Gary Kershaw, Group Compliance Director, SimplyBiz Group
    • Richard Nuttall, Director of Compliance Policy, SimplyBiz Group

  • Part Five - The Solicitors' Regulation Authority – new opportunities for financial advisers

    The new Solicitors Regulation Authority 'Standards and Regulations' was implemented on the 25th November, providing opportunities for advisers looking to build partnerships with solicitor firms.

    The new regime introduces a 'firm' code of conduct as well as the 'individual' code of conduct for the first time and with it, an expectation that the businesses should establish firm-wide processes to ensure the professionalism of individual solicitors and this includes for third party referral.

    Our own SIFA Pro Managing Director, Dave Segar will talk about how firms who understand the new rules can professionally tailor their approach to the solicitor connections they are or hope to be working with.

    Featuring

    • Dave Seager, Managing Director, SIFA Pro

  • Part Six - How can I take advantage of technology?

    In our recent survey, you told us that tech poses the biggest opportunity of 2020, and that one of the biggest challenges you face is around administrative burden.  With this in mind, we’ve assembled a crack team to provide you with all the solutions you need going into next year and beyond!

    Featuring

    • Tom Whelan, Head of Customer Success, Defaqto
    • Fran Moody, CRM Team Manager, Intelliflo
    • Kieran Slevin, Business Development Manager, SimplyBiz Investment Services
    • John Foley, Adviser, John Patrick Financial Services Ltd

  • Part Seven - 2020 vision

    After we have looked at some of the key influences for 2020 and beyond, our own non-Exec Chairman, Ken Davy will leave you with his thoughts on the future before we go off air…

    Featuring

    • Ken Davy, Non Executive Chairman, SimplyBiz Group

  • 13.30 - Closing remarks and programme close

    Closing remarks by Dan Russell