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09:40
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11:55
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14:45 |
Introduction - Clive Waller - Prince of Wales Suite
Michelle Cracknell – Strategy Director – Skandia Life
"Trust me, I am in Financial Services!"
Discussion
Tea/Coffee
Jamie Farquhar - Head of UK Retail – London and Capital
“Understanding Alchemy Is The Way To Sell Gold”
Discussion
Ian Shipway – Wealth Management Director – Thinc
“Asset manager’s products are too complex – the adviser’s view”
Discussion
Panel Discussion: Asset managers' products are becoming too complex for advisers to understand and to explain or recommend to clients - including the compliance risks.
Panelists: Jamie Farquhar, Ian Shipway, Phil Billingham plus Steve Conley, Head of Investments HSBC and Chris Traulsen, Head of Research, Morningstar.
Lunch – Oak Room
Phil Billingham – Director – Perception Support
“Managing liabilities - control your risk by controlling your advice process”
Discussion
Close – Clive Waller
Tea/Coffee |