Agenda – 7-8 October 2010

Thursday 7 October
18:30 Pre-dinner drinks – The Drawing Room Bar
19:15 Welcome Clive WallerChairmanThe 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 WelcomeClive WallerThe Library
09:00 Introduction – Mike Faulkner, CEO, P-Solve
09:15 Act one
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
11:20 Act two
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
13:15 Act three
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.
14.15 Feedback session
15:00 Close
Tea/Coffee – The Hall