London National Financial Planning Symposium

Time and date: 02 November 2016 9.30 AM to 02 November 2016 5.10 PM
Location: Royal Lancaster Hotel Lancaster Terrace, London , W2 2TY
Organiser: CII
Website: Click here

Our National Financial Planning Symposiums are a series of new style one-day events for financial planners focused on operating at the highest level, utilising the latest financial planning techniques.

A vision for financial planning

The style of these events has been refined too. As well as a core focus on business relevant good practice techniques and ideas there will be an opportunity for delegates to gain insight and inspiration into the future of financial planning in the UK.

With an ever increasing number of members voluntarily pushing beyond minimum standards, coupled with a greater engagement with the Regulator and consumer groups, we now have a clearer roadmap to achieving consumer confidence and trust in financial planning.  

Programme

This programme for this innovative series of events has been developed in conjunction with our Practitioner Panel and focuses on practitioner insight sessions together with some truly inspirational keynote speakers. Highlights include:

• Rod Bryson from Cap Gemini will paint a global picture of the RDR roll-out and its implications for UK advisers
• Futurologist Dr James Bellini will offer insights into behaviour of tomorrows consumers
• Minister of State for Pensions, Ros Altmann, will outline the Governments priorities for pensions
• Our practitioner panels will debate and share their experiences of articulating value, developing enticing fee structure and delivering predictable income for clients
• Geoff Burch - the 'Hells Angel of Management Consultancy' - will entertain and motivate delegates whilst challenging the way they do business  

View the full programme here » 

Business Exchange

Each location will also have a dedicated Business Exchange with 30-40 carefully selected exhibitors. Each has been invited to demonstrate the value that they can add to advice businesses and the professional advice process. Watch out for the new 'Reasons to talk' guides aimed at helping delegates get maximum value from the limited time available.

Who is exhibiting at the Business Exchange? »

Book your place now

Registration is now open. Early booking is advised as limited places will be offered on a strictly first-come first-served basis for this free event.