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 – 09:05||Registration, breakfast, network and liaise with experts|
|09:10 – 09:20||Opening by Yasmina Siadatan, Dynamic Planner Marketing Director|
|09:20 – 09:45||Keynote – Simon Jack, BBC Business Editor, ‘Insider View of the UK Economy’
UK politics and economic update 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, ‘Transforming the way clients see you – how to transform your client relationships and your business with the latest in risk based financial planning’
Our leader and an industry inspiration; what’s in store for the future of your firm?
|10:35 – 10:50||Refreshments, network and liaise with experts
|10:55 – 11:55||CIO Panel Debate, chaired by Simon Jack – ‘Brexit and the Global Markets’. Panellists are UK’s top Chief Investment Officers
Always widely anticipated, some of the best investment minds on the biggest asset allocation issues facing global markets
|12:00 – 13:00||Breakout Sessions – with expert asset managers|
|13:05 – 14:05||Lunch, network and liaise with experts|
|14:10 – 14:50||Adviser Panel Debate – ‘Annual reviews – what are clients saying?’
Hear from your peers on how the Dynamic Planner Elements review process is helping transform the annual review for clients and the value they gain from their advised relationship
|14:55 – 15:55||Breakout Sessions – with expert asset managers|
|16:00 – 16:15||Refreshments, network and liaise with experts|
|16:20 – 16:40||Keynote – Chris Jones, Dynamic Planner Proposition Director, ‘Why cash flow is so vital to your clients’ financial plans, particularly for those approaching, at or in retirement?’
Hear from Chris Jones on risk-based cash flow planning
|16:40 – 17:10||(London Conference) Keynote – Debbie Gupta, FCA Director of Life Insurance and Financial Advice Supervision [Keynote title tbc]|
|16:40 – 17:10||(Manchester Conference) ESG: The Big Debate – ‘Demand, measure, perform’
Hot topics from industry experts on sustainable retail investing, chaired by Simon Jack
|17:10 – 17:15||Closing remarks for the day|
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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