Agenda – 11-12 October 2007

Thursday 11 October 2007
18:30 Pre-dinner drinks – Cocktail Bar
19.15 Welcome – Clive WallerVerney Room
19.30 Dinner – Verney Room
After Dinner Speaker – Geoff Towers, Chief Executive, Standard Life Savings Ltd – ‘Platforms – Financial Fairies or Industry Ogres?’
Friday 12 October 2007
08:45 Tea & Coffee – Harcourt Ballroom
09:00 Introduction by Clive Waller Harcourt Ballroom
09:10 Danby Bloch, Chairman, Taxbriefs
Clients on the edge of reason”, or “How advisers can use ‘behaviour finance’ to help clients to avoid common investment mistakes.
09:50 Discussion
10:10 Roderic Rennison, Director, Thinc Group
Delivering realistic and workable solutions that meet consumers’ concerns and needs in relation to professionalism and reputation.
10:50 Discussion
11:10 Tea & Coffee – Dorian Room
11:30 Stephen Haddrill, Director General of the ABI “The Retail Distribution Review : Challenges and Opportunities.”
12:10 Discussion
12:30 Lunch – Dorian Room
13:30 Jeremy Charles, COO, Thames River
SIPPs and Investment Management.
14:10 Discussion
14:30 Andrew Fisher, Chief Executive, Towry Law
The Future Provision of Advice.
15:10 Discussion
15:25 Close – Clive Waller
15:30 Tea & Coffee – Dorian Room