|Thursday 7 October|
|18:30||Pre-dinner drinks – The Drawing Room Bar|
|19:15||Welcome – Clive Waller – Chairman – The Library|
|19:30||Dinner – The Library – Wine tasting with dinner|
|After Dinner Speaker – Jeff Prestridge,
Personal Finance Officer of the Mail on Sunday.
“Customers in a post crunch world : empowered or abused?”
|Friday 8 October|
|After the storm – alchemy or innovation?
Opportunities for success in a new environment
|08:45||Welcome – Clive Waller – The Library|
|09:00||Introduction – Mike Faulkner, CEO, P-Solve|
Penny Horner, Director, NMG – “The dream lives on: Consumer expectations and reality.”
Paul Bradshaw, Chairman, Nucleus Financial – “The nature of advice: what 60 year old IFA client should expect today.”
Peter Bonisch, CEO, Paradigm Risk – “What we don’t know – the level of uncertainty in household risk.”
|11:00||Coffee Break – The Hall|
Mike Faulkner – “Investment needs – the structure of the investment industry must change.”
Antony Williams, MD, Evolve FP – “What do rational customers actually need?”
|12:30||Lunch – The Conservatory|
Break out groups
1. How will advice be given?
2. Household level of uncertainty.
3. Regulation: What would a better regulatory framework look like?
4. Investment needs in accumulation and decumulation.
Speakers will help groups as appropriate.
|Tea/Coffee – The Hall|