HomeGame 4
We came back home in October 2024 for more shenanigans that may have been ‘too Scottish’.
We came back home in October 2024 for more shenanigans that may have been ‘too Scottish’.
THE DAY
After a very happy couple of years at the National Museum of Scotland it felt like time to try something still more different, and the result was Home Game 4.
Our event wasn’t just about sitting in an auditorium and listening this time. For a start, it bridged the afternoon and evening.
First, a word about the venue. Patina is the little sister to Kings Place (where we held our London event in February) and champions the same ideals of community and sustainability.
The venue itself has won awards for sustainability and is at the heart of a regenerative project for the Gyle in Edinburgh. It was a beautiful place to host an event and we hope you agreed!
11am Invite only mini AdviceTech Catwalk session
12pm Lunch
1pm Welcome
1.10pm State of the Scottish Nation: Where next for financial services?
1.45pm Advice: The next generation
2.20pm The big debate (part 1): Consolidation under the microscope
2.55pm Afternoon break
3.35pm The big debate (part 2): Is smaller always better?
4.10pm Tech: What (and who) is it good for?
5pm Close
5.15pm Drinks
6.15pm Evening entertainment 1 – Rory Bremner
6.45pm Buffet dinner
Alastair is responsible for the UK, Middle East and Africa businesses, including client relationships, sales, technology delivery, asset servicing and support. He was previously CEO of James Hay and sales and marketing director at Cofunds. Alastair is married to Rita and lives in Battersea, London. He has a daughter, Alice, who is currently training to be an IFA. He loves skiing in the winter and playing golf in the summer.
Alastair’s a member of the public affairs team responsible for the ABI’s engagement with the Scottish Parliament, the Welsh Parliament, the Northern Ireland Assembly, and their respective governments. He joined the ABI in 2016 from Pinsent Masons LLP where he was director of public policy. He’s a Fellow of the Chartered Institute of Public Relations, and an alumnus of the US Department of State’s International Visitor Leadership Programme.
Benjamin is a chartered financial planner and the director of Headsup Wealth. A hater of complexity for complexity’s sake, Benjamin takes pride in delivering jargon-free financial advice that clients understand and enjoy. A self-confessed ‘money nerd’, Benjamin runs a weekly personal finance podcast - Headsup on Money.
Ed brings over 20 years of experience in the wealth and asset management industry. He has a track record of building market leading propositions in the advice market as well as experience in growing innovative digital businesses. Prior to joining Benchmark Capital, Ed was managing director of transformation and strategy at Aegon UK.
Gee has 25+ years of financial services experience. She is driven by a passion for inspiring the next generation of financial advisers, an advocate for gender equity, and striving to be a role model for future generations, including her daughter. As host of St. James's Place's Partnership recruitment events and career-change podcasts, The Switch and SJP Adviser Stories, Gee explores the secrets of a successful career change to financial advice.
Gordon co-founded Carbon in 2011. A graduate trainee with Standard Life, he went on to own his first business, Thomson Shepherd, in 2000. The majority stake was later sold to Skipton Building Society. In December 2023 Carbon was acquired by Progeny, with Gordon continuing as managing director. Gordon enjoys touring the Perthshire countryside on his bike, and spending time trying to catch the increasingly elusive Scottish salmon.
Jen brings over 20 years of executive and financial services experience and most recently was the managing director of wealth management business Cornerstone Asset Management. Prior to this Jen was CEO of SafeDeposits Scotland, Scotland’s leading tenancy deposit scheme and she has also held senior positions with RBS and Scottish Development International. Jen joined Aberdein Considine Wealth in 2022.
Jenny has more than 20 years’ financial services experience across a number of roles. A qualified actuary, she started her career doing more traditional roles in Finance but has spent the last 15 years in proposition roles and is passionate about developing commercially sustainable solutions that deliver improved outcomes for customers. Jenny is also the Sector Lead for the Scottish Financial Enterprise Life and Pensions sector group.
Jo is a Certified Financial Coach Practitioner and Chartered Financial Planner. She founded Joyful Wealth in 2023, a financial planning firm aiming to bridge the coaching, planning and advice gap for clients with low assets, financial resilience and financial confidence. In her 10 years in the industry, Jo has worked across consumer credit, mortgage consultancy and paraplanning which ultimately led to setting up on her own.
John Blackman - has been Group Chief Product officer at FNZ since 2020 having joined in 2019 following the acquisition of JHC. John was the founder and CEO of JHC a UK financial services software house which provides a wealth management platform to some of the largest private client wealth managers in the UK.
Joseph Twigg is a visionary entrepreneur and the CEO of Aveni.ai, a cutting-edge AI Fintech company specialising in NLP solutions for the Financial Services industry. Prior to founding Aveni, Joseph spent 15 years working in the Investment Industry in Edinburgh and London, latterly as the Global Head of Strategy and Business Management for Aberdeen Standard Investments.
Joseph co-founded ZeroKey in 2023 with the aim of integrating technology and eliminating the need for financial advisers to manually key data. Prior to this, Joseph was chief marketing officer at CashCalc, leading both the marketing and general day-to-day operations of the company from young start-up through to exit via acquisition by FE fundinfo.
Having worked at abrdn since 2007, Kirsty is an executive sponsor of the abrdn NextGen employee network and a member of the senior business leaders group of Women in Banking and Finance. Outside of work Kirsty can be found in the gym, planning her next holiday or at indie gigs in small venues. Proud to be from Dunfermline, she can sometimes be spotted in the stands of East End Park.
Laura went from martial arts to financial services 11 years ago, when she traded her black belt for a calculator and embarked on a journey into the world of financial services. Starting in admin, she moved into a paraplanning role, achieving her diploma along the way. Despite initially wanting to move into advice, it wasn't long before she realised her true strengths lay in operations.
Max is a qualified financial adviser and CEO of WealthSpace: a tech platform which assists advisers to build, run, scale and ultimately exit their businesses (with a bit of AI thrown in - it's not a panacea, but it does help!). His previous experience includes working in early stage platforms, investment operations and technology, as well as attempting to play sport before ultimately becoming too good at eating.
Roland Whyte, ACA is the CEO and Founder of Nokkel. He trained with PwC in the financial services division, established and built HSBC’s Asset & Wealth Management Global Advisory business and more recently helped globalize Fintech Unicorn FNZ Group in his role as Head of Strategy. Roland has a passion for property and has both invested and developed businesses in this space. He created Nokkel to bridge the gap between finance and property, leveraging his experience across fintech, wealth management and property.
Sandy Begbie CBE was appointed chief executive of Scottish Financial Enterprise in 2020. Prior to this, Sandy led the development of the Scottish Government’s Young Person’s Guarantee. He was also responsible for the global people, organisation and culture integration following the merger of Standard Life and Aberdeen Asset Management. Sandy has held similar transformation and group HR director roles at Tesco Bank, Aegon, Scottish Power and Royal Bank of Scotland.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
