Agenda – 19/20 April 2012

Down Hall Country House Hotel, Nr Bishops Stortford, Herts
Thursday 19 April
18:30 Pre-dinner drinks - Cocktail Bar
19:30 Welcome – The Prior Suite Clive Waller – Chairman
Dinner
After Dinner Speaker Tom McPhail – Head of Pensions Research, Hargreaves Lansdown
“Wraps, auto-enrolment and RDR: Is life getting simpler, or more complicated?”
Friday 20 April – Bridgeman/Selwin Suite
08:45 Introduction Clive Waller
08:50 "The Platform of 2020 - through the looking glass." David White – Head of Fidelity FundsNetwork
09:20 Discussion
09:50 Tea/Coffee
10:20 "In the land of the blind the one eyed man is king: the optimism bias, wrap proliferation, iGigo and investment suitability." Paul Resnik – Cofounder & Director, FinaMetrica
10:50 Discussion
11:20 "Moneyvista - The challenge of helping consumers make Financial Sense of their future." John Deane – Chief Executive, Intermediary Division, Scottish Life
11:50 Discussion
12:20 Comfort break
12:30 "All Wrapped Up - A consideration of how Group Wraps can create value and where they fit into the value chain." Peter Glancy – Head of Corporate Propositions, Scottish Widows
13:00 Discussion
13:30 Lunch – The Prior Suite
14:30 Close Clive Waller
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<td>Thursday 30 June</td>
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