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.

Shows coming your way

MI Live is our dedicated Mortgage, Insurance and Protection Show and will be on air again on 16th November with a packed programme – find out more via our dedicated pages – www.mi-live.co.uk

Advice Show Special, 10 December

  • 10.30 - Market review

    What drove the markets of 2018 and, more importantly, what can we expect in 2019?  Join the debate and ask questions of our panel, featuring some of the leading managers in the UK.

    Featuring:

    • Bill McQuaker, Portfolio Manager, Fidelity
    • Trevor Greetham, Head of Multi-Asset, RLAM,
    • TBC, Investec Asset Management
    • John Husselbee, Co-fund Manager, HC Verbatim Growth Funds

  • 11.15 - Centralised retirement proposition

    There is a growing realisation that investing for growth and investing for a sustainable income in retirement are two very different things, possibly requiring a different approach to risk profiling, asset allocation and investment selection. Karl Dines will explore best practice in the adoption of a CRP within an advisory firm.

  • 11.35: Emerging Market Investment Special

    In this special feature, we take a deep dive into the global emerging markets, with a specific focus on what we can learn from 2018, and what we can expect to see in 2019. 

    • Rob Marshall-Lee, Investments Leader of BNY Mellon’s Newton Global Emerging Markets team,

  • 12.00: Insight into alternative investment products in the lending market

    It’s not always about multi-asset and platforms! Join the debate about the right time and place to use alternative investment strategies for your clients, including direct and peer-to-peer lending.

    Featuring:

    • David Beacham, Head of Distribution, Goji
    • Caroline Flagg, Head of Advised Distribution, Octopus

  • 12.20: SPECIAL FEATURE: Advisers and providers – The 2019 Dynamic

    Featuring Ronnie Taylor, Chief Distribution Officer, AEGON and Rose St Louis, Head of Strategic Partnerships, Zurich

    Senior leaders from two of the most prominent manufacturers in the market will discuss how they see the advice market developing and how they will shape up to serve you in 2019. Let them know your thoughts by joining the debate live.

  • 12.45: The DB landscape– where are we now?

    Following countless FCA rules and rule adjustments, issues with the PI market and more consumer interest in pensions than we’ve ever seen before, our team of experts examine the DB landscape.  Are clients living the dream, or facing retirement nightmares?  Where will DB go over the next five years, and will the triage system have any impact?  Send in your questions for our panel of experts. 

    Featuring:

    • Gary Kershaw, Group Policy Director, SimplyBiz Group
    • John Broom, Director, Pension Income Planning Ltd
    • Andy Clark, Senior Practitioner, Creative Wealth Management
    • Gareth Davies, Specialist Pensions Development Manager, Scottish Widows

  • 13.15: The regulatory landscape for 2019

    Gary Kershaw will take us through the most topical regulatory issues on the 2019 horizon, as well as having a look back at the biggest compliance changes of the past twelve months, and how they are working out for advisers in practical terms. 

  • 13.30: Access to Advice

    The interim FAMR report tells us that the number of consumers accessing financial advice has increased by 1.3million people this year.  An impressive increase, but there is still a significant percentage of the population not receiving advice.  How can we ensure the remaining 90% have access to, if not advice, at least relevant and unbiased information on managing their finances? 

    If the increase is due to advice given in the workplace, how do we leverage it to encourage the uptake of advice holistically?  And, if the demand for advice does increase, who will be delivering it in 20 years?

    Featuring:

    • Tom Hegarty, Managing Director, NMBA
    • Peter Glancy, Head of Market Development, Scottish Widows
    • Andrew Denham-Davis, Director of Business Development, Brooks Macdonald

  • 13.45 Close