Agenda

At MMI London we will feature practical sessions on key supplier relationships including platforms, back-office systems, planning tools and investment management options. We will examine Consumer Duty twelve months on and look at the implications for advisers of the FCA’s new Sustainability Disclosure Requirements (SDR) proposals.

We will also be joined by Journalist & Broadcaster Nick Watt, who will outline what to expect in terms of tax and regulatory policy direction from a shiny new government. View the full agenda below - hover over each session for more information.

WORKSHOPS

At 8.15am, The Financial Planning Club will be hosting a breakfast briefing workshop and at  11.20am the event will break into five, 40-minute workshops and repeated at 12.05pm.

Delegates may choose their preferences pre-event via the Swapcard app in due course and during registration on the day. Numbers are limited so please reserve your place early.

Please note: agenda timings and content are subject to change at any time.

ADD TO CALENDAR

Be sure to add the event and your preferred sessions to your calendar so you don't miss out! Download sessions via the checkboxes below.

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