Past Events  

FTAdviser Financial Advice Forum 2021

FTAdviser Financial Advice Forum 2021

FTAdviser's Financial Advice Forum is back for 2021.

FTAdviser’s most anticipated event of the year offered an even bigger and better experience for 2021. 

Get your regulatory scoop directly from the FCA, and take your pick of specialised topics covering pensions and investments.

Amid a global pandemic, market shifts and extreme changes to the world of work, the financial advice market has already shifted dramatically over the past year. Understanding how the ‘new normal’ might affect clients - and their investments - is a priority if intermediaries are to deliver on their promises this year.

SPEAKERS INCLUDE

Edwin Schooling Latter, director of markets and wholesale policy at the Financial Conduct Authority

Robert Sinclair, chief executive of the Association of Mortgage Intermediaries

Janet Mui, investment director at Brewin Dolphin

Sophia Dimitriadis, research fellow at the International Longevity Centre

Richard Ross, director of Chadwicks

TOPICS INCLUDE

Insight from the FCA into the UK financial markets in a post-Brexit world

Hybrid advice and how to scale your advice business to cater to new clients

Embedding ESG into your investment propositions and your firm

Insight into the most crucial pensions-related issues such as retirement income, pensions transfers, taxation and much more

Insight into advising on your clients’ investments in an unpredictable market by focusing on areas such as ‘safe haven’ assets, the outlook for equity markets and ESG.

To watch on demand, click HERE.