CONSUMER DUTY AND THE EVOLUTION OF FINANCIAL PLANNING

The Consumer Duty Alliance is delighted to announce its first in-person event on Friday 11 October at the prestigious National Motorcycle Museum, near Birmingham.

Dedicated to the dynamics and needs of smaller firms, who represent over 80% of the regulated personal finance sector, it’s an opportunity to interact directly with the FCA, and share Consumer Duty experiences, challenges and successes with other financial professionals. Book your tickets here.

It’s a free to attend event for firms of up to around 20 people, whether directly authorised or appointed representatives, and will focus on the evolving and growing importance of professional advice in an ever-changing landscape and what it means for smaller firms.

The full and varied agenda below combines keynote presentations from the FCA and practitioners, panel discussions and interactive sessions. It gives attendees the opportunity to:

  • Hear personally from the regulator
  • Share and learn from good practice
  • Network with hundreds of financial professionals
  • Gain practical insights to evolve and achieve greater success in 2025 and beyond.

Numbers for this first of its kind event are limited and registration starts at 08:30.

Book your tickets here.

OUTLINE AGENDA

08:30

REGISTRATION & REFRESHMENTS

 
09:45

WELCOME

Ruth Sturkey, Non-Executive Director at Paradigm Norton

09:55

INTRODUCTION

Keith Richards, Chief Executive Officer of Consumer Duty Alliance

10:15

KEYNOTE 1

Nick Hulme, Head of Department, Advisers, Wealth and Pensions, FCA

11:15

REFRESHMENTS & NETWORKING

 
11:35 

KEYNOTE 2

Brett Davidson, Founder of FP Advance Ltd

12:20

LUNCH & NETWORKING

 
13:20

FCA BREAKOUT SESSIONS

 

Stream A – Feedback and Discussion with the FCA

Stream B – Retirement Income Advice Assessment Tool with the FCA

14:30

GOOD PRACTICE MINI KEYNOTES

A series of short talks featuring practitioners 

15:00

REFRESHMENTS & NETWORKING

 
15:15

AUDIENCE Q&A

With expert panel

15:45

CLOSING REMARKS

Ruth Sturkey, Non-Executive Director at Paradigm Norton

15:50

EVENT ENDS

 
     
BACK TO TOP
Save
Cookies user preferences
We use cookies to ensure you to get the best experience on our website. If you decline the use of cookies, this website may not function as expected.
Accept all
Decline all
Read more
Analytics
Tools used to analyze the data to measure the effectiveness of a website and to understand how it works.
Google Analytics
Accept
Decline