ROUND 1: PRESENTED BY FUNDMENT, SIMPLYBIZ, ALBEMARLE STREET PARTNERS AND VOUCHEDFOR

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Workshop

The event will break into 40-minute workshops. Delegates may choose their preferences pre-event and during registration on the day. Numbers are limited so please reserve your place early.


WORKSHOP 1: REAL IMPACT: PHILANTHROPY, TECHNOLOGY AND FINANCIAL PLANNING - PRESENTED BY FUNDMENT

In an increasingly interconnected world, the intersection of philanthropy, technology, and financial planning has the potential to drive positive change like never before. Join us to discover how two innovative organisations, the Global Returns Project and Fundment, are working together to turn this potential into reality.

In this session, you'll gain insights into the ground-breaking initiatives undertaken by the Global Returns Project, whose ‘fund management approach’ to climate philanthropy makes donations to best-in-class charities easy for clients. Explore how Fundment’s technology is bridging the gap between financial planning and philanthropic aspirations. Learn how their cutting-edge platform empowers advisers and financial planners to align investment strategies with their clients’ philanthropic goals, creating a link between wealth accumulation and meaningful charitable endeavours.

This thought-provoking session will showcase the inspiring work of the Global Returns Project, shedding light on their collaborative efforts with Fundment, and offer an opportunity to explore the dynamic synergy between philanthropy, technology, and financial planning through a combination of presentation, discussion, and Q&A.

Moderator:

Andrew Tiley, chief product officer, Fundment

Speakers:

Anthony Bruchez, director, Leading Edge Wealth Planning
Jack Chellman, chief project officer, Global Returns Project (GRP)


WORKSHOP 2: THE NEXT DIRECTION OF TRAVEL - PRESENTED BY SIMPLYBIZ

The Consumer Duty. Let's not dwell on the whys and the wherefores because it is now established and in place. Let's look at how it can be used to a firm's advantage for future regulatory development.

This session will take one of the next directions of travel, Income in Retirement and see how it can be practically implemented, using the hard work firms have already expended and putting it to good use.

Learning Objectives:

  • Explore the lessons learned when implementing the Consumer Duty
  • Explore one of the next directions of travel, Income in Retirement
  • See how the Duty can be put to good use in the future

Speaker: Karl Dines, head of business consultancy, SimplyBiz


WORKSHOP 3: THE FUTURE IS A FOREIGN COUNTRY, THEY DO THINGS DIFFERENTLY - PRESENTED BY ALBEMARLE STREET PARTNERS

The future is a foreign country, they do things differently there How much can we really say about what investment returns will look like in the future? What can we do to make portfolios more predictable? And would clients choose a predictable future if it required giving up on the small possibility of a large return?

Charlie Parker will delve into the psychology of predictability and show that we can do more than many people might assume to make client outcomes more predictable.

Speaker: Charlie Parker, managing director, Albemarle Street Partners


WORKSHOP 4: MOVING CLIENTS FROM 'HAPPY' TO 'DELIGHTED' - PRESENTED BY VOUCHEDFOR

Many advisers already do a great job for their clients, and the vast majority of clients are happy - 95% say they’d recommend their adviser. That’s positive news for an industry currently weathering an economic downturn, but it’s also a fairly low bar: it’s pretty easy to be happy with something which is ‘fine’. (Indeed, only a third of those clients actually do recommend their adviser.)

Advisers (and firms) who can move their clients from ‘happy’ to ‘delighted’ will find it much easier to evidence that they’re meeting the Consumer Duty, and will see significant upside, too. In fact, the average advice firm could unlock an additional £1.6m revenue, as those delighted clients become active, passionate, advocates for their adviser.

The workshop session will help attendees:

  • Understand the impact of turning your clients into ‘passionate advocates’
  • Identify and explain the two main drivers of client advocacy
  • Develop effective goal-based planning strategies to help clients feel “on track”
  • Learn how to best explain risk to increase client confidence
  • Understand what a good client advocacy plan contains

Speaker: Alex Whitson, MD, VouchedFor

Speakers
MD
VouchedFor
chief product officer
Fundment
director
Leading Edge Wealth Planning
managing director
Albemarle Street Partners
chief project officer
Global Returns Project (GRP)
head of business consultancy
SimplyBiz
Sponsors