WhenTuesday, March 2nd from 6:00pm until 8:00pm, UK time
WhereOnline symposium via Zoom.
FormatThere'll be a great line-up of speakers plus ample scope for discussion and debate.
Why you should attend
The overall purpose of this symposium is to provide an opportunity for a range of stakeholders to share their thoughts and insights into what could and should be done to drive the positive, progressive and purposeful reform that is needed in the financial planning and wealth management space.
We’ll be covering questions such as:
- – Is the FSCS levy out of control?
- – Financial Planning v Financial Advice v Guidance – do consumers understand the difference?
- – What scope is there to improve the way the sector is regulated?
- – Pensions and investment scams remain a huge problem – what more should be done?
- – Are charging models sufficiently transparent and client-centric yet?
- – Does vertical integration lead to unmanageable conflicts of interest?
- – What should be done about the problematic porosity of the regulatory perimeter?
- – Is ESG the saviour of active asset management?
- – The trust deficit persists – who’s at fault?
…and we still have capacity to add in other hot topics that you would like to suggest – so let us know what’s front-of-mind for you so that we can shine a light on it.
Here's the programme and timings so far...
Welcome to the symposium, introductions and initial exploration of the main issues; by
Founder, Transparency Task Force; Governor, Pensions Policy Institute; Chair, Secretariat Committee, APPG on Pension Scams; Chair, Secretariat Committee, APPG on Personal Banking and Fairer Financial Services
Presentation #1, for 10 minutes + 5 minutes Q&A/Discussion by
Vice President, CEFEX
Presentation #2, for 10 minutes + 5 minutes Q&A/Discussion by
Director & Certified Planner, Stafford Wealth Management
Short leg-stretch and comfort break, for 5 minutes
The “Just a minute”-round
Inspired by the BBC Radio 4 programme, we have asked a selection of our attendees to spend just a minute sharing their thoughts on what has been covered during the symposium. But unlike the Radio 4 programme our speakers won’t be penalised for hesitation, repetition or deviation!
Partner, Williams Farrall Woodward
Open discussion & debate, 40 minutes
Final conclusions; and suggested next steps and close to the formal proceedings.
However, for those that want it…
8pm GMT until 8:30pm GMT
….informal, unstructured networking and informal conversation; a “fireside chat”
*The programme will continuously evolve so is subject to change.