Network with peers, learn from the experts, and meet experienced executives from platform and product providers at the UK’s most popular risk-based financial planning conference. As MIFID II and PROD continue to hinder efficiencies, come and listen to the very latest from cutting edge specialists on how to optimise your investment process.
At Conference, delegates will also have an exclusive opportunity to join an exciting new initiative and genuinely help evolve the Dynamic Planner service going forward.
|08:30 – 09:00||Registration and breakfast|
|09:20 – 09:45||Keynote – Simon Jack, BBC Business Editor, ‘Insider View of the UK Economy’
UK politics and the economy direct from Whitehall, with our favoured economic broadcaster and journalist. Will he mention the B word?
|09:45 – 10:30||Keynote – Ben Goss, Dynamic Planner CEO, ‘Future Proofing Financial Planning with Technology’
Our leader and an industry inspiration; what’s in store for the future of your firm?
|10:30 – 11:35||CIO Panel Debate, chaired by Simon Jack – ‘Brexit and the Global Markets’. Panellists are UK’s top Chief Investment Officers
Always widely revered, the very best minds on the biggest geopolitical issues facing our markets
|11:40 – 12:40||Breakout Sessions – with asset manager partners|
|12:45 – 13:45||Lunch, network and ask questions|
|13:50 – 14:10||Panel Debate – ‘What are the Investors Saying?’
Hear from your peers on how Dynamic Planner is helping transform the way clients see them
|14:10 – 14:30||Keynote – Chris Jones, Dynamic Planner Proposition Director, ‘How to Make Cashflow King’
The king of proposition on just why cashflow is so vital to your clients’ financial plans
|14:35 – 15:35||Breakout Sessions – with asset manager partners|
|15:40 – 15:55||Refreshments|
|16:00 – 16:20||Keynote – ‘The Origins and Future of Financial Planning’ (Speaker tbc)
Hear from an industry expert on how our world is evolving
|16:20 – 16:40||Keynote – ‘The Rise and Rise of Impact Investment’ (Speaker tbc)
You tell us ESG conversations are happening with your clients. Listen to this groundbreaking keynote on how the industry is responding
|16:40 – 16:50||Closing Panel Debate, with Ben Goss, Simon Jack & Guests
Close your day and pose your questions in the hot final debate
|16:50 – 16:55||Closing remarks by Yasmina Siadatan|
Please note agenda and timings may be subject to change
Educational, informative and entertaining, this fast-paced inspiring conference will power your 2020 and drive your business forward.
We see regulation as an opportunity to demonstrate your value in the client relationship, driving efficiency as a challenge to solve your administrative tasks with tech, and ensuring investment suitability as a mantra we live and breathe daily. The event is free to attend for all UK advisers, paraplanners and administrators and offers 5hr 30min of CPD with lunch and refreshments all included. Register your place. It’ll be a day to remember.
2019 conference highlights
"Very useful market commentary insight into how technology can benefit the experience and benefit my business"
London Conference Attendee 2019
"Challenged opinions and very useful sharing of knowledge. Pleased to see the Dynamic Planner developments too"
Manchester Conference Attendee 2019
“I really enjoyed the Conference. Good, broad spectrum of speakers with a good mix between investment and non-investment content”
London Conference Attendee 2019
MEP for Wales
BBC Business Editor
Imran Gulamhuseinwala OBE
Global FinTech Leader, EY
Communicator, Writer, Strategist
Marketing Director, Dynamic Planner
Ex-General Secretary Premier League Football
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