Financial Advice Forum
In the midst of economic volatility and significant geopolitical shifts, including a potentially pivotal general election, the 2024 FT Adviser Financial Advice Forum will be a crucial event for financial advisers facing the challenge of recalibrating client goals and strategies.
In light of key regulatory developments, including the advice/guidance boundary review, the abolition of the pensions lifetime allowance, and taxation changes following the Spring Budget, the forum will equip advisers with practical guidance to ensure compliance, enhance client outcomes, and improve their business. For example, what strategies can advisers employ to expand their client base? How can they most effectively collaborate with paraplanners? For advisers considering selling their business, what steps can they take to enhance its appeal to prospective buyers?
Join us for the 6th edition of the Financial Advice Forum to explore the key issues facing financial advisers across regulation, investments and pensions, against a backdrop of political and economic uncertainty. The event promises to be a day of insightful panels, interactive workshops, and networking for industry professionals, equipping them with practical solutions and forward-thinking strategies to address future challenges and opportunities.
KEY THEMES
Branding and client growth: Marketing tactics to future-proof your client base
Tech-driven efficiency: Harnessing AI for better client services
Later-life planning innovations: New strategies for the next cohort of retirees
Consumer Duty a year on - Next steps as Consumer Duty hits the one year mark
Professional growth and collaboration: Enhancing adviser-paraplanner dynamics
Business sale strategies: Preparing for a strategic exit
CONFIRMED SPEAKERS INCLUDE
THE
IN-PERSON ADVISER PASS
Gain access to all in-person sessions.
Network and connect with your peers during drinks receptions, gain access to networking community platform and watch full video footage on demand post-event.
£99
This ticket is for financial advisers, financial planners, paraplanners, wealth managers, mortgage advisers, tax planners and investment advisers.
THE
IN-PERSON PASS
Gain access to all in-person sessions.
Network and connect with your peers during drinks receptions, gain access to networking community platform and watch full video footage on demand post-event.
£999
This ticket is for suppliers that do not qualify as advisers.
THE
GROUP ADVISER PASS
Group discount for 3 passes
Gain access to all in-person sessions.
Network and connect with your peers during drinks receptions, gain access to networking community platform and watch full video footage on demand post-event.
£88
This ticket is for financial advisers, financial planners, paraplanners, wealth managers, mortgage advisers, tax planners and investment advisers.
SUPPORTING PARTNERS
CII ACCREDITED
Delegates participating in the accredited Financial Advice Forum can earn up to 6 CPD hours towards the CII / Personal Finance Society member CPD scheme on the day, and up to 9 CPD hours by catching up on parallel sessions on-demand. You will learn new approaches to tackle the challenges faced by financial advisers today.
You will hear from experts about ways to develop soft skills to help advise clients, develop your technical understanding of pension regulation, tax and investment planning, and discover methods to succession-proof your businesses.
This event will also help you gain best-practice examples shared by industry peers, to help inform your own knowledge and enable you to share these learnings with your own colleagues.
UNDERSTAND
Hear from industry experts and key regulatory bodies as they share updates on latest regulatory reforms and discuss the key business challenges facing advisers in the years to come.
CONNECT
Networking with FT Adviser journalists, financial advice experts, life and pension professionals, and leading portfolio managers.
DISCOVER
Uncover new opportunities within the financial advice space, from more tax-efficient planning processes to advising the next generation of clients.
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FT Adviser can trace its history back to 1988 after the Financial Services Act 1986 defined for the first time the role of the independent financial adviser.
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Speaking Opportunities
Audrey Cordelle
audrey.cordelle@ft.com
General Enquiries
George Mills
george.mills@ft.com
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