You’ve had the big picture; you’ve seen the speakers. Time now to get into the detail of what to expect on 6 February…
Divide and Conquer is all about exploring the relationships between the advice profession, providers and the regulator, and whether a bit of creative tension along the way can actually be a good thing.
Out of all our illustrious speakers, there’s at least a couple who have at some point been on the receiving end of that tension – creative or otherwise:
Sara Woodroffe, head of consumer investments market analysis and policy, FCA
In this session, Sara will give an update on the regulator’s advice guidance boundary review which, up until now, has focused its proposals around targeted support and pensions. This will be the first time we hear from the FCA on what it all means for retail investments.
To really test the relationship between the regulator and the regulated, she’ll then take your questions led by both planner and provider representatives.
Want to know where the FCA is focusing its attention this year? Or what the regulator does with all that data it collects? Or maybe there’s a burning issue you’re desperate for the FCA to tackle? Now’s the time to ask.
Steven Levin, CEO, Quilter
Platforms are one part of the market where ‘division’ reigns supreme. So it makes sense to get into all this with a big boss of a big platform.
Steven will chat to Mark about all the key issues you’d expect and a few more besides: vertical integration and client outcomes, platform ‘distribution’ successes and failures and where clients’ money is being put and why. They’ll also get into the dynamic between platforms, consolidators and advice firms of all shapes and sizes.
Still haven’t got your ticket? There’s still time to join 300 of your peers, but not much. Claim your place to get involved.
See you soon.
