- What client segment or segments will you serve? HNWIs, mass affluent or the mass market?
- Who will your competitors be? Private banks and discretionary fund managers or the big retail banks?
- What kind of advice will you look to offer? Independent, restricted, simplified, or all of the above?
- How will you charge your clients? By the hour or one off charges?
The best advisers are asking these questions and taking on the significant operational challenges to RDR-proof their businesses. Success in the new regime depends on forward thinking now.
Marketforce & the IEA's The Future of Distribution in Financial Services conference has become the top meeting place for advisers, assurers and banks to exchange ideas in an unbiased forum, and without sponsorship or undue influence from any of the key players.
Taking place on Wednesday 30th November & Thursday 1st December at the Radisson Blu Portman, London, the conference offers in-depth analysis and highly pertinent content for the IFA community.
Highlights for 2011
- Keynote addresses from Paul Matthews, CEO, Standard Life, and Barry O'Dwyer, Deputy CEO at Prudential, examining the future post 1/1/2013, and where the profitable customer segments will lie
- Focus on online and social media marketing, including a presentation from John Hinder, Head of Digital Experience at Scottish Life.
- Hear from the portal sites, as Kevin Mountford, Head of Banking at moneysupermarket.com and Karen Barrett, CEO of unbiased.co.uk discuss the increasing influence of their sites and what they want to offer customers.
- An interview exploring how to best serve HNWIs with Christine Ross, Group Head of Financial Planning at SG Hambros and Andrew Fisher of Towry.
- A discussion of mass market attitudes and opportunities, with contributions from Adrian Furnham, Professor of Psychology at University College London and Tom Baigrie, CEO at Baigrie LifeSearch.
- A specialised IFA stream where IFAs Richard Pearson, CEO, Honister Capital, Joel Adams, CEO, Lift Financial, and Marlene Shalton, Director, IFP will discuss independent, restricted and simplified advice models respectively.
- A presentation from George Higginson, Chief Operating Officer at Sesame Bankhall exploring the development of adviser charging models.
- In-depth look at platforms with a debate on the future of rebates between Peter Mann, CEO, Skandia and Hugo Thorman, MD at Ascentric, and with a panel discussion with Ian Taylor, CEO at Transact to follow.
Don't get left behind
The attendee list for the conference is growing steadily. The key product assemblers, manufacturers and distributors have already booked their place. Take action now and work out your post-2012 strategy at The Future of Distribution in Financial Services.
IFAs go free
Registered IFAs may apply for their free place by emailing [email protected]. Places are limited and are awarded at the discretion of the conference organiser whose decision is final.
