Date: 7 October 2026
Venue: Leith Theatre, Leith
When: 11am – 5pm
Last year’s HomeGame saw us try something brave and daft called New Blood, involving live financial planning on stage with real planners and an actor, so the young’uns and those outside the industry could actually see what planning is all about.
Thanks to the amazing Jenny and Nicola Ellis from Wellington Wealth and the equally amazing Kate Shaw and Rebecca Tuck from FLP it went off a treat, both in Glasgow and London.
That’s given us the taste for doing properly different things at events.
Our upcoming HomeGame could only be about one thing: AI in advice.
We know AI is giving advice, or what consumers perceive to be advice. What we don’t know is how consistent that advice is, or how good it is. It might be decent. It might be a bin fire. Most in our industry are afraid of the former and hoping for the latter. The only way to know for sure is to put it to the test.
How it’s going to work
Leith Theatre will turn into our communal AI lab for the day. The audience won’t be sitting and listening. You’ll be working in teams, making decisions, prompting AI tools and – hopefully – disagreeing loudly with each other whilst having a thoroughly enjoyable time.
Every table becomes a client: the same client. Every ‘client’ has a generic AI tool at their disposal. Using a client brief, written the way a real person writes about their own financial life, you’ll prompt your AI to get to a recommended course of action, with new information dropping throughout the day. Each table will have a Highheidyin[1] to make sure everything runs smoothly.
At the end, the audience gets an initial playback ahead of a full report further down the line following the event.
What about AI for planners?
As part of this, three intrepid (human) planners have gamely volunteered to run the same experiment, on stage, at the same time. They are:
- Greg Moss, 11.2 Financial Planning
- Keith Boyes, Spentwell
- Wendy Morrison, Acumen Financial Planning
Powered by Saturn, they’ll be reflecting on the AI outputs being generated, and feeding back how these compare to the results from the audience and what they see in actual planning processes and client conversations. They’ll also be providing an AI-supported planning benchmark for the whole experiment.
What else?
There’ll also be a session where we hear about the rollout of AI in financial services, and where you can get the answers to the AI dilemmas you are grappling with in your business.
These might be around certain practical tasks, policy and governance issues or just a better understanding on where AI could support your firm and your clients.
Submit your questions in advance by dropping us a note, or ask them in the room. Either our experts, your peers or the lang cat hive mind might just have the answer.
PLUS
Our very special guest is Hollie Davidson: Scottish Rugby Union referee, groundbreaking official, and a woman with a number of refereeing firsts under her belt. Hollie has nothing to do with AI in advice but is a huge proponent of doing things differently, which at the lang cat is what we like too.
No-one has tried anything like this before in our sector; possibly anywhere. It’s going to be quite a ride. And it’s all going to happen in our home – Leith. We don’t ask you into our house unless we’ve got something very special prepared..
So if you want to take a chance on the bunch that first brought you live financial planning on stage and have a reckless disregard for how conferences are meant to be run, then grab the last of the tickets now.
To join us, book your place – tickets are free for advice professionals and £100 + VAT for everyone else.
This event qualifies for 5 hours of structured CPD.
[1] A boss, in Scots, literally “high head one”.
