Future Focus Conference

Future Focus Conference

Thank you for your interest in attending our Future Focus Conference. We have two conferences – one in Manchester and one in London – so you can choose the date and location that is convenient for you.

What we'll cover

We'll explore UK financial planning and investment management trends and what they mean for long-term wealth management

  • The economic outlook, fiscal policy challenges for government and big picture challenges we have as a society.
  • Insight into fund flows and what this means for assets managers and advisers.
  • Emerging business models, as advisers respond to market dynamics.
  • Examples of financial planning challenges when serving vulnerable clients and how we can turn statistics into practical insights.
  • A critical look at how well platform technology is helping advisers align client goals with the right investment solution.
  • Platform priorities going forward

Our event speakers are as follows:

Manchester:
Jeremy Lawson, Chief Economist and Head of the Aberdeen Standard Investments Research Institute
Mark Polson, Principal at the lang cat
Heather Hopkins, MD NextWealth
Jaqueline Lockie, Head Of Financial Planning, The Chartered Institute for Securities Investment (CISI)
Caroline Miller, UK Distribution Director, Telephony & Digital Distribution, Standard Life
Noel Butwell, Managing Director UK Distribution, Standard Life
David Tiller, Head of UK Proposition, Standard Life
Susie Logan, Brand and Marketing Director, Standard Life

London:
Carl Emmerson, Deputy Director, Institute for Fiscal Studies
Mark Polson, Principal at the lang cat
Heather Hopkins, MD NextWealth
Keith Richards, CEO, The Personal Finance Society (PFS)
Caroline Miller, UK Distribution Director, Telephony & Digital Distribution, Standard Life
Noel Butwell, Managing Director UK Distribution, Standard Life
David Tiller, Head of UK Proposition, Standard Life
Susie Logan, Brand and Marketing Director, Standard Life