Reserve your place at our conference!
Advice Guidance Boundary Review: Solving the Investments Crisis
Tuesday 21st May, 2024
Level 39, One Canada Square, Canary Wharf, London
About this Conference
The Retail Distribution Review succeeded in raising professional standards but inadvertently killed mass market investing. The regulator’s review of the advice guidance boundary, particularly its proposal for targeted support, has the potential to deliver support to the mass market by reducing regulatory paranoia around ‘advice’ and tap into an already mature technology landscape to improve financial outcomes for millions of people in the UK.
Altus Consulting’s half day event explores this potential in detail, debating with senior industry leaders the scope of the review, relevant technological trends, and will present findings from our primary research on the industry’s take on the FCA’S discussion Paper.
Industry speakers to be announced shortly
AGENDA
9:00 Registration
Networking
9:30 Opening remarks
Welcome – Bella Caridade-Ferreira, Managing Director, Finscape
9:35 Our Survey says…
Headlines from our research – Robert Holford, Head of Research & Regulation, Altus Consulting
9:55 The Land that RDR forgot
Did the RDR kill mass market investing and to what extent do targeted support proposals represent an opportunity to refine the market?
Panel facilitated by Sam Turner, Wealth Director, Altus Consulting
Peter Glancy, Head of Policy, Pensions & Investments, Lloyds Banking Group
Richard Caldicott, Financial Advice & Guidance Director
Colin Clarke, Head of Product Policy Strategy, Workplace Savings, Legal & General
Adam Price, Founder & Adviser, Octopus Money
10:45 Refreshments
Networking
11:15 Designing for Success
Consumer engagement remains the core challenge across financial services – how do we build for consumer centricity?
Paul Davies, Consulting Psychologist, Behaviour Consulting
11:35 Right here, right now
Technology to support mass market advice and guidance already exists, why then do we see limited adoption and what role does technology have in improving engagement?
Panel facilitated by Sarah Bateman, Head of Data & AI, Altus Consulting
Andrew Storey, Group Innovation Director, EV
Ben Hampton, CEO, Wealth Wizards
Vivek Madlani, Cofounder & CEO, Multiply
Peter Beardsmore, Head of Machine Learning, SS&C
12:30 CEO Wrap up and Close
Martyn Evans, CEO, Altus Consulting
12:45 Lunch
Lunch & networking
13:30 Close
This event is free, but places are limited so please book early to secure your place.
