Financial Advice Forum
EARLY BIRD DISCOUNT AVAILABLE UNTIL 31 MAY 2024
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
THE EARLY BIRD
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.
£75 £99 + VAT
Full price £99 from 01 June 2024
This ticket is for financial advisers, financial planners, paraplanners, wealth managers, mortgage advisers, tax planners and investment advisers.
In-person experience
We are delighted to welcome you to the 2024 Financial Advice Forum. We know that there is nothing like having the opportunity to meet with your peers and exchange views face to face.
The past decade has been a tumultuous one for financial advice. With regulatory reforms, unpredictable market conditions and inflated costs of living, financial advisers have had to weather many storms.
We will discuss and debate opportunities and challenges for financial advisers, identify opportunities to grow your businesses, enhance personal knowledge and look at new ways to improve the client experience.
This event will take place at the Leonardo Royal Hotel London City.
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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