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

Advice Show 9 March, 2020 with BBC 5 Live’s Rachel Burden

About our host

Rachel Burden is an award-winning broadcaster and current 5 Live Breakfast show and BBC Breakfast presenter, covering news, sport, business and entertainment. She’s been the anchor for major national and international stories including the US Presidential elections and recent UK terror attacks.


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Agenda

  • 10.30: Market review

    In this session, our expert panel will dissect the current markets; both home and abroad. What impact is Brexit having on investments, what of the issues further afield with the US and China and much, much more.

    Guests:

    Kelly Prior, Investment Manager, BMO

    Ken Rayner, Founding Director of RSMR and Verbatim Model Portfolio Manager

    Neil Birrell, Chief Investment Officer, Premier Miton Investors

  • 11.15: The Investment Advice market: Improving customer outcomes and servicing

    Following our market review, we welcome leading Fund Manager CEOs to discuss how they see the advice market shaping up and to look at some of the changes being made to better support client and customer outcomes.

    Guests:

    Ruth Handcock, CEO, Octopus Investments

  • 11.45: The advice market

    SimplyBiz Group Joint CEO, Neil Stevens, joins Rachel to share his insights and views on the current and future landscape and to provide a timely update on the Group’s strategy to support advisers in 2020 and beyond.

    Guest:

    Neil Stevens, Joint CEO, SimplyBiz Group

  • 12.10: Regulation in 2020 – 'Dear CEO' and more

    With regulation cited as the number one issue for advisers in 2020, and hot on the heels of the FCAs ‘Dear CEO’ letter, our resident experts look at where the regulator’s focus will be this year and at how advisers can ensure they remain compliant, with a look also at the SM&CR now that it’s arrived.

    The panel will also take a deep dive into the area of vulnerability, looking at the definition of vulnerability, what the regulator has said about why it is a key focus and the support you can expect from the Group over the next few months.  

    Guests:

    Mark Greenwood, Director of Compliance Services, The SimplyBiz Group

    Richard Nuttall, Director of Compliance Policy, The SimplyBiz Group

  • 12.30: Mind the intergenerational advice gap

    As a new decade begins, we find ourselves on the precipice of the biggest intergenerational wealth transfer in history, which will see an estimated £5.5 trillion change hands. This change will shape the demographic of advisers’ client banks. Intergenerational advice isn’t just about advising children inheriting wealth, but the financial situation surrounding clients and their partners, and clients and their parents – including IHT, care planning, Power of Attorney and more.

    Guests:

    Jacqueline Berry, Director, My Care Consultant

    Libby Holding, Legal Services Director, APS Legal & Associates

    Jacqueline Wilkins, Director of Intermediary Business Development and Sales, JUST

    Charlotte Fairhurst - Strategic Partnerships Manager, Octopus Investments

  • 12.55: The ever changing world of pensions

    In this session, we are joined by two real gurus in their field ready to guide us through the ever-changing pensions environment – looking at regulation, legislative and political issues, customer outcomes and more!

    Guests:

    Kate Smith, Head of Public Affairs AEGON

    Clare Moffat, Head of Business Development Royal London Group

  • 13.25: Special: Protection

    We are delighted to be joined by some of the most senior figures in the protection market to discuss current trends, market and product predictions, and to look at the role of advice and how providers are supporting the intermediated marketplace.

    Guests:

    Katya MacLean, CEO, Guardian

    Mark Cracknell, Head of Protection Distribution, Aviva

  • 13.45: Technology in 2020 and beyond

    In our recent adviser survey, technology ranked top when it came to opportunities for 2020. With this in mind, our panel of experts explore the brave new digital world and, vitally, how it can help advisers save time and money, and improve efficiencies within their business. 

    Guests:

    Wenda Field, Chief Sales Officer, Intelliflo

    Roger Perry, Head of Intermediary Sales, Defaqto

    Tim Harvey, Director, HR Independent

    Liam Barker - SIS Account Manager, SimplyBiz Investment Services

  • 14.00: Close