Agenda – 24/25 January 2013

Nutfield Priory, Redhill, Surrey
Thursday 24 January
18:30 Pre-dinner drinks – Lounge Bar
19:30 Welcome – Gibson Clive Waller – Chairman
Dinner
After Dinner Speaker Paul Matthews, Chief Executive UK & Europe, Standard Life
“Square in the Circle.”
Friday 25 January - Fielden Suite
08:45 Introduction Clive Waller
08.55 What are you doing for your customers? David Taylor, Partner, OCP
09:10 The Innovators Dilemma : can financial services learn any lessons before it’s too late? Gill Cardy, Managing Director, IFA Centre
09:40 Discussion
10:10 “Redressing the capital gap in advisory firms.” Simon Chamberlain, Chief Executive Office, Succession Advisory Services
10:40 Discussion
11:10 Coffee
11:30 “The Future of Equity Markets.” John Kay, Economist
12:00 Discussion
12:30 ‘The New Economic and Financial Reality: can the financial services industry deliver for consumers?’ Mick McAteer, Director, Financial Inclusion Centre
13:00 Discussion
13:30 Lunch - Cloisters Restaurant
14:30 Close Clive Waller
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<td>Thursday 30 June</td>
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