What
01
the revolution in wealth transfer
With trillions of pounds set to pass down to younger generations over the next 20 years, estate planning services are destined to be a huge growth opportunity. Intergen 2020 will give attendees the tools they need to engage with the next generation, and ensure they understand the impact longer life expectancy and increasingly complicated family structures will have.
Why
now?
speakers
101
2000+
professionals
71
sessions
"24 million adults
vulnerable to financial harm before pandemic and Covid-19 has driven up the numbers."
Shaping professional advice for generations
With huge changes on the horizon in terms of earning, spending, saving and investing, we need to better understand the impact and needs of different generations and reshape the future of professional advice.
A first of its kind inclusive conference experience that removes the barriers of time, expense and travel
3
professions
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are the key themes?
About
About the organiser
Intelligent Partnership is passionate about supporting UK growth and development by championing the role of wealth management and investment opportunities. We have built a reputation as the UK’s leading provider of insights and education in the tax advantaged and alternative investments space as well as estate planning and SME finance. Our award winning publications, e-learning courses, awards and events engage the top wealth advisers across the professions.
Intelligent Partnership
"Really good presenters who challenge the status quo.”
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"Very professionally run, well-spoken and interesting presenters."
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From Baby Boomers to Gen Z, different generations will have different financial experiences and expectations. Whether it’s millennials’ desire for innovation and impact investing (becoming more widespread since Covid-19), the rise of the gig economy, or new technology reducing career-spans, you need to know how professionals can successfully span the growing range of requirements.
the evolving needs of clients
02
The world is changing faster than ever before and, with over a third of IFAs set to retire over the next decade, nowhere is this more true than in the advice sector. And Covid 19 has brought even more impetus for accelerated change. Intergen 2020 will look at the growing importance of paraplanners, the increasing amount of regulation and the rise of robo advice, and what to expect in the future of good money management.
The changing face of advice
03
With over 5,000 financial advice firms, 6,000 accountancy firms and 10,000 law firms in the UK, the potential for holistic solutions for clients across the professions is huge. The race is on to streamline advice processes, drive up service levels and build new income streams.
Greater professional collaboration
04
- SJP research based on ONS data
"2x by 2039
multigenerational families – where parents and children are both of retirement age - will double."
"Highly focussed and relevant - time well spent.”
"Very informative, and the content and timings are both pitched at the right level.”
"An excellent way to meet and review a diverse group of providers in a time efficient manner.”
"A one-stop-shop for provider exposure.”
- ONS
"93 years old
is the average life expectancy projected by 2043, compared to 50 in 1900."
- OECD, 2020
covid-19
future costs:
A lost school year is equivalent to a loss of between 7% and 10% of lifetime income
- CEBR research published in Citywire March 2020
"more than 50%
of UK millionaires will be women by 2025."
A virtual conference and professional development opportunity for financial advisers, accountants and solicitors on intergenerational wealth, tax and estate planning
Who
is invited?
We’ve carefully identified relevant individuals from 600 firms that are active or interested in wealth, tax and estate planning across the UK.
2000+
professional advisers
Diverse businesses attract diverse customers, yet female advisers are outnumbered by male counterparts six to one. If diversity is important in your investment portfolios, imagine how important it could be to growing your client base. We’ll consider how making your workforce less homogenous can open up your firm to new ideas, innovation and client groups.
Diversity do’s
and don’ts
06
With 50% of the population potentially vulnerable, a figure only increased by Covid-19, and increasing regulatory pressure on the topic, ignoring client vulnerability is no longer an option. Our industry stakeholders will discuss how you can embed a culture of sensitivity around vulnerability in your advice proposition and avoid reputational and regulatory headaches.
versions of vulnerability
05
- FCA, July 2020
Copyright Intelligent Partnership 2020
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By invitation only
OCt__2020
Policy and decision makers, thought leaders and practitioners
forward-thinking professionals looking to learn, innovate, connect and collaborate
Curated keynotes, panels, workshops, clinics and fireside chats
Financial advisers, accountants and solicitors shaping professional advice
keynote speeches
expert panels
fireside chats
workshops
clinics
Your virtual experience
enter
session
manager booth
live
Q&A
call
here
resource hub
network & chill
goody
bag
1
2
3
4
5
6
7
Opportunities for real-time engagement with speakers to find out what they really have to say about your burning issues
Live Q&A
Appointments will be available for you to talk face to face directly to the person you need to speak to
One-to-one video calls
We’ll make lots of useful event information available to you in one place, including session notes, reports and updates
Resource hub
A private, digital space for delegates to engage with sponsors to pick up content, book a meeting, or have text, audio or video chats
Manager booths
Engage with speakers live, have your say and find out what your peers think through live polls and surveys
Live sessions
Engage with your peers by speaking to other delegates via live private or group chats and exchange virtual business cards
Networking area
Access to guides, reports, tools, special offers and discounts from our speakers and sponsors
Your virtual goody bag
- Investopedia, Affluent Millennial Investing Survey
"37%
Proportion of affluent millennials who feel confident about investing."
- Investopedia, Affluent Millennial Investing Survey
"2x
Affluent millennials with a financial adviser twice as likely to report better investment performance."
Sponsors & Exhibitors
Media Partners
w/c 30 november 2020
Meet our 100+ confirmed speakers
Matthew Cameron
Global Managing Director
LGBT Great
Grant Callaghan
Head of Paraplanning
Para Sols
Chris Budd
Chairman
Initiative for Financial Wellbeing
Elisabeth Bremner
Partner
CMS Law
Taylor Beavis
Financial Adviser/Director/Editor
Universe Financial Advice and Trusted Adviser Magazine
Iona Bain
Founder
Young Money
Elizabeth Bagger
Director General
Institute for Family Business
Sheldon Mills
Interim Executive Director of Strategy and Competition, FCA
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Amongst them are the change makers that can drive the intergenerational planning agenda forward. They include financial and investment advisers, wealth managers, senior paraplanners, compliance professionals, accountants and solicitors,
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Our exceptional line-up of keynote speakers, panellists, fireside chatters and workshop contributors will tackle cultural issues head-on, uncovering the levers of change needed to improve the perceptions of financial and professional services for younger generations.
Copyright Intelligent Partnership 2020
Taylor Beavis
Financial Adviser/Director/Editor
Universe Financial Advice and Trusted Adviser Magazine
Iona Bain
Founder
Young Money
Elizabeth Bagger
Director General
Institute for Family Business
Dan Atkinson
Head of Technical, Paradigm Norton
Chairman, CISI Paraplanner Group
Director General
Institute for Family Business
elizabeth bagger
Speakers from
Elizabeth is a passionate advocate and coach for family owned businesses (and the individuals within them) and the Director General of the Institute for Family Business (IFB); a membership organisation she’s been proud to serve for over a decade.
Prior to joining the IFB, Elizabeth worked in international corporate governance and spent almost a decade working for her own family business where she now serves as an NED.
She is a Veritage trained family business coach, holds a certificate in family business advising from the Family Firm Institute in Boston and is an accredited facilitator from the Oasis School of Human Relations in the UK .
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Matthew Cameron
Global Managing Director
LGBT Great
Grant Callaghan
Head of Paraplanning
Para-Sols
Chris Budd
Chairman
Initiative for Financial Wellbeing
Elisabeth Bremner
Partner
CMS Law
Ray Dhirani
Head of Sustainable Finance and Green Economy, WWF
Bernie de Souza
Executive Business Coach
Dr. Jonathan Cribb
Senior Research Economist
Institute for Fiscal Studies
Charlotte Coyle
Family law solicitor
Goodman Derrick LLP
John Gaskell
Head of Personal Financial Planning
ICAEW
Robert Gardner
Director of Investments
St James's Place
Dr Eliza Filby
Speaker, Writer, Consultant
Andrew Firth
Chief Executive Officer
Wealth Wizards
Tim Farmer
Founder
TSF Consultants
Nils Elmark
Founder and Futurist
Incepcion Ltd
Julia Dreblow
Director
SRI Services
James Dickens
Director and Chartered Financial Planner, Grierson Dickens
Emily Griffiths-Hamilton
Family Office Advisor, Griffiths Hamilton Family Office Advisors
Deborah Gilshan
Independent Adviser, Investment Stewardship & ESG, Founder, 100% Club
Tish Hanifan
Founder and Joint Chair
SOLLA
Barbara Koenen
BD & Marketing Director
Al Tamimi & Co
Heather Hopkins
Managing Director
Next Wealth
Russell Haworth
Family Business Consultant
The Family Business Partnership
Michelle Hoskin
Founder and Director
Standards International
Dennis Harhalakis
Behavioural Money Coach Cambridge Money Coaching
Mike Kane
Partner
Turcan Connell
Peter James
Head of Regulatory Policy
ICAEW
Susan Dalton
Technical Analyst
Threesixty Services
Kay Ingram
Public Policy Director
LEBC
Rebecca Mander
Founder
Guru You
Monique Malcolm-Hay
Business Strategy Ambassador and PMO Lead, PwC
Ken McCracken
Family Business Consultant
McCracken Family Business Consultants
Richard Ley
Founding Director
Research in Finance
Denese Molyneux
Chair
STEP England and Wales
Mairi Mickel
Adviser and Founder
Mairi Mickel’s Business Families
David Moloney
Director, Innovation & Transformation
PwC
Ian Mckenna
Founder and Director
Financial Technology Research Centre
Jeffrey Mushens
Technical Policy Director
TISA
Paul Mounce
Partner
Gosschalks
Marlene Outrim
Founder & Managing Director
Uniqu Family Wealth
Anthony Morrow
Founder
OpenMoney
Mark Polson
Founder
The Langcat
Jenny Pierce
Partner
Wards
Sarah Porretta
Strategy and Insights Director
Money and Pensions Service
Jack Parsons
Chief Executive Officer
The Youth Group
Dave Seager
Managing Director
SIFA Professional
Gillian Roche-Saunders
Partner
Adempi Associates
Rod Smith
Partner Royds Withy King & Co Chair Law Society Wills and Equity Committee
Erik Porter
Founder and Chief Executive Officer
Cheddr
Dr Gabrielle Walker
Director
Valence Solutions
Aaron Townsend
Head of Finance
Habito & Next Gen Accountants
Mark Walley
Chief Executive Officer
STEP
Whitni Thomas
Senior Manager, Investor Relations & Crowdfunding, Triodos Bank
Keith Richards
Chief Executive Officer
Personal Finance Society
Lord David Willetts
President
Resolution Foundation
Jake Wombwell-Povey
Founder
Attis Ventures
Lilly Whale
Private client solicitor
Goodman Derrick LLP
Natalie Wright
Director
Mazars
Sheldon Mills
Interim Executive Director of Strategy and Competition, FCA
Founder
Young Money
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iona bain
Financial Adviser/Director/Editor
Universe Financial Advice and Trusted Adviser Magazine
Taylor Beavis is Editor & Founder at Trusted Adviser Magazine, an industry-wide publication to share knowledge within the financial advisory space. He is also Director & Financial Planner at Universe Financial Advice, a boutique wealth management practice. Taylor has a passion for the charitable sector and all things ethical, sustainable and forward-thinking. In his day job, Taylor helps clients understand the nuts and bolts of a successful financial plan and how to protect their family, invest their money and prepare for retirement. His work has been featured in national newspapers, along with various other publications, podcasts and magazines. In his spare time, he runs the very successful Trusted Adviser Magazine with a large audience, and insightful monthly topics.
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taylor beavis
Partner
CMS Law
Elisabeth is a Partner in the Financial Services Regulatory team at CMS. Her practice focuses on contentious matters dealing with all aspects of the investigation and enforcement process.
She has more than 20 years’ experience representing clients, both firms and senior managers, in cases involving both UK and overseas regulators, including the FCA, SFO, JFSC, SEC and CFTC. She has significant experience in undertaking independent internal investigations involving insider dealing, market abuse and trader mis-marking in the investment banking and hedge fund sectors. Within the retail industry she has expertise in investigating fraud, sanctions breaches, mis-selling and complaints mishandling. She has also advised on conduct issues in the SME corporate banking sector. Increasingly, investigations which she has managed have involved allegations raised by whistleblowers. She has acted as a Skilled Person for the FCA on a significant appointment.
Session: Title of session
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Elisabeth Bremner
Chairman
Initiative for Financial Wellbeing
Chris Budd founded financial planning company Ovation Finance Ltd in 2000. He sold a majority of Ovation to an Employee Ownership Trust in March 2018.
He is the author of four books, The Financial Wellbeing Book about money and happiness, and The Eternal Business, and two novels. His consultancy, The Eternal Business, helps business owners work out if selling to an Employee Ownership Trust might be their own succession plan.
Chris writes The Financial Wellbeing Podcast. He founded the Initiative for Financial Wellbeing (IFW), and is currently Chair. The IFW aims to help advisers to help their clients to be happier, not just wealthier.
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Chris Budd
Head of Paraplanning
Para-Sols
Grant joined the Para-Sols team by taking part in one of their first graduate internships. After then embarking on the trainee paraplanner programme, he completed his Advanced Diploma in Financial Planning and has from there achieved his Chartered status. Not only that, but he is also an Associate of the Personal Finance Society and he made the front cover of Professional Paraplanner magazine.
Often called upon from third parties to test new fintech software, consult on external projects and while keeping abreast of all things new in the industry, Grant has found a good balance of being very technical, while mentoring the newer members of the Para-Sols team.
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Grant Callaghan
Global Managing Director
LGBT Great
Matt is an experienced talent management, diversity and organisational development leader with extensive experience within the investment and savings industry. A proven track record in inspiring others, developing effective strategy, programme execution, managing diverse teams and building effective partnerships.Matt takes a key role in the delivery of LGBT Great’s programmes and is responsible for the organisation’s strategic direction. His vision for the buyside is to achieve LGBT+ equality and inclusion maturity to deliver on the expectations of employees, clients and investors. His team advises a broad range of global investment and wealth management firms, pension trusts, hedge funds, asset owners and investment consultancies. You can follow Matt and LGBT Great on Twitter: @MattJCam @LGBTGreat and LinkedIn.
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Matthew Cameron
Family Law Solicitor
Goodman Derrick LLP
Charlotte specialises in family law, advising on a full range of children and matrimonial issues including divorce, dissolution of civil partnerships, cohabitation, separation and pre & post nuptial agreements.
She has a breadth of experience advising high net worth individuals often in relation to business assets, foreign property and complex pensions. Charlotte is committed to achieving the best outcome for all her clients recognising that each case is unique.
A regular media figure, Charlotte has been a guest speaker on the popular In For A Penny podcast, she was interviewed for the FT’s How to Get Divorced Guide and she is co-author of the FT Adviser’s CPD guide to working with complex modern families.
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Charlotte Coyle
Senior Research Economist
Institute for Fiscal Studies
Jonathan Cribb is a Senior Research Economist at the Institute for Fiscal Studies, where he has worked for almost a decade. He completed his PhD in Economics from University College London. He leads research projects which seek to understand the determinants of economic inequalities, how they are affected by the labour and housing markets and the tax and benefit system. He also examines economic activity in later life, including the timing of retirement, savings for retirement and the standard of living in old age. He has published numerous articles in peer reviewed economics journals and undertaken almost 150 media interviews on his research.
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Dr. Jonathan Cribb
Executive Business Coach
Bernie De Souza is a world-renowned keynote speaker, workshop specialist and business coach, specialising in the financial adviser market, helping advice professionals to get more clients more easily.
He has been a keynote speaker at world events like the Million Dollar Round Table (MDRT), as well as being involved in national programmes for the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII). He’s worked with most of the leading financial services companies in the UK, including St James’s Place, Openwork and Wealth at Work.
Bernie delivers a series of client facing soft skills, and has spoken in over 50 countries delivering these skills. Also via Webinar.
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Bernie de Souza
Head of Sustainable Finance and Green Economy
WWF
Ray Dhirani leads the sustainable finance team at WWF-UK, where he has spent the last eight years. WWF-UK is part of the wider WWF global network. Previously, he spent eight years working in the markets division at Merrill Lynch in New York within foreign exchange and fixed income sales and trading. His educational background includes a BSc. in Economics from the Wharton School [University of Pennsylvania] and a MSc. in Environment & Development from the London School of Economics. Ray’s team focus mainly on: sustainable investment and metrics, spatial finance, policy and regulatory work, as well as wider system change in the finance and economic system.
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Ray Dhirani
Director and Chartered Financial Planner
Grierson Dickens
James Dickens is the Principal at Grierson Dickens Ltd. He is a Fellow of the Personal Finance Society and one of the most highly qualified financial advisers in the UK holding both Certified and Chartered Financial Planner status. James has worked closely with clients through a wide range of life experiences – business start up, growth and exit; bereavement, divorce, redundancy, employment and interfamily disputes; overseas assignment and repatriation, cashflow crises and more. James has a special interest in social impact investing and is also a voluntary Managing Trustee of a local retirement home for the independent elderly.
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James Dickens
Director
SRI Services
Julia is a passionate advocate of the need for the financial services community to play its part in addressing climate change and other ESG challenges.
Since 2010 she has run her own business, SRI Services, which provides free, adviser focused but ‘open to all’ information to help facilitate the necessary ‘step up’. SRI’s whole of market ‘Fund EcoMarket’ website (and new App) enables users to match client preferences to fund options - and is supported by 16 fund partners.
She also helps others to build their sustainability propositions through consultancy, media, conferences, policy work and the new ‘Dialshifter’ initiative. Julia is also a director of UKSIF, having helped them create Good Money Week in 2009.
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julia dreblow
Founder and Futurist
Incepcion Ltd
Nils Elmark is futurist, founder and CEO of Incepcion Ltd. that helps businesses create new commercial visions, strategies and dreamscapes. His consultancy has specialised in new financial technologies and the opportunities fintech creates within banking,
insurance, payments and supply chain management.
As a consulting futurist Nils Elmark identifies new global trends and business models and designs haute couture future scenarios. He is an international keynote speaker and founder of Bankinglab.london, a virtual financial laboratory with close connections
to the global fintech eco-system.
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Nils Elmark
Founder
TSF Consultants
Tim is a multi-award winning author and expert witness specialising in the assessment of mental capacity and financial vulnerability. He has over 25 years’ experience of working with adults and children with reduced mental capacity and has completed thousands of face-to-face and live video-link capacity assessments.
Tim regularly trains legal, financial and health professionals around the practicalities of assessing mental capacity and financial vulnerability.
He set up TSF Consultants to promote excellence and to innovate in the field of mental capacity and financial vulnerability and is proud that TSF continues to set the standard for others to follow.
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Tim Farmer
Chief Executive Officer
Wealth Wizards
Andrew Firth has pioneered the development of automated financial advice in the UK. Wealth Wizards’ one fundamental aim is to make financial advice affordable and accessible to everyone. He has twenty years’ experience developing digital financial services, ten in the corporate world and ten as an entrepreneur. He founded Wealth Wizards in 2009 to develop an algorithm based robo-advice platform.
Andrew was a member of the founding executive team of Egg plc in 1998 and part of the IPO team in 2000. At Egg he held a number of senior roles, including Group Strategy Director and Managing Director of Egg Investments. Andrew started his career at Arthur Andersen and Accenture.
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Andrew Firth
Speaker, Writer, Consultant
Dr Eliza Filby is a writer, speaker and consultant who specialises in ‘Generational Intelligence’ helping companies and services understand generational shifts within politics, society and the workplace. Her research incorporates everyone from Baby Boomers right through to Generation Alpha (those born after 2010) Eliza helps businesses – whether it is recruiting new talent or engaging with new clients – prepare for the future.
Eliza has taught the history of capitalism to Chinese millennials at the University of Renmin and the history of welfarism to British Millennials at King’s College London. She is currently writing her second book ‘Kidults: Why we are younger for longer and what it means for our future’ out in 2021.
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Dr Eliza Filby
Director of Investments
St James's Place
Rob is a father of two young girls and passionate about Financial Wellbeing in a World Worth Living In and believes financial education is the building block for financial wellbeing. He teaches the basic principles of money and co-founded RedStart a financial education charity which aims to plant the seed for the financial well-being of young people. Rob chairs the Children's Financial Education Policy Council in the UK.
Rob is the Investment Director on the executive board for St. James's Place Wealth Management, co-founded Redington a leading investment and pensions consultancy and co-founded mallowstreet, an online community with the goal of delivering a better retirement for everyone. He is a Member of the World Economic Forum Retirement Council.
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Robert Gardner
Head of Personal Financial Planning
ICAEW
John Gaskell is Head of Personal Financial Planning (PFP) at ICAEW. He oversees the PFP Community and ICAEW’s Personal Financial Planning Advisory Group. The role involves working across ICAEW and with external content partners to deliver content and initiatives in this increasingly important area.
John began his career as a private client stockbroker & investment manager in the City of London before working as an independent financial adviser for a national IFA, financial planning adviser in a regional ICAEW firm, head of personal financial planning at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva. He has also held business development, staff training and consultancy roles.
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John Gaskell
BD & Marketing Director
Al Tamimi & Co
Barbara Koenen has over ten years of business development and marketing experience in the professional services industry. She is the BD & Marketing Director at Al Tamimi & Co, the largest law firm across the Middle East. Barbara was Global Head of BD & Marketing at Ince which is part of AIM listed company The Ince Group plc, a legal and professional services provider with over 900 employees globally, for the last three years. She is based in Dubai and has previously worked for magic circle firm Freshfields Bruckhaus Deringer in Dubai and for Deterink Attorneys and Notaries (now Taylor Wessing) in the Netherlands. Prior to moving to Dubai she has worked in Doha, Qatar and before starting her career she interned in New York and obtained her Master's Degree in business in Barcelona. Barbara is the author of the business book Beyond Billable Hours.
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Barbara koenen
Indepedent Adviser, Investment Stewardship & ESG, Founder
100% Club
Deborah provides strategic advice on investment stewardship and the integration of environmental, social and governance (ESG) factors. She is an Ambassador for the 30% Club, the global market initiative to improve diversity, having been instrumental in leading the work of the 30% Club’s UK Investor Group. In October 2011, Deborah founded The 100% Club, a multi-sector alliance dedicated to gender equality.
Previously, Deborah was an Investment Director in the ESG team at Aberdeen Standard Investments. Deborah started her governance career in December 2000 at the UK's Co-operative Insurance Society, a pioneer of ethical investing.
Deborah chairs the International Corporate Governance Network's Ethics & Systemic Risk Committee and is a Fellow of ICSA: The Governance Institute.
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Deborah Gilshan
Family Office Advisor
Griffiths Hamilton Family Office Advisors
Emily Griffiths-Hamilton is a chartered accountant, a family enterprise advisor, and a conflict resolution coach who brings three generations of experience to the subject of wealth and family-business transition planning. Griffiths-Hamilton herself has been the co-owner of a National Hockey League team, the Vancouver Canucks; a National Basketball Association franchise, the Vancouver Grizzlies; and a state-of-the-art arena.
Today, she advises individuals and families on the effective, responsible transition of wealth and family businesses over generations. Her books, Build Your Family Bank: A Winning Vision for Multigenerational Wealth and Your Business, Your Family, Their Future: How to Ensure Your Family Enterprise Thrives for Generations, are roadmaps for successful wealth and family business intergenerational transitions.
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EMILY GRIFFITHS-HAMILTON
Founder and Joint Chair
SOLLA
Tish is a barrister and was called to the Bar at Grays Inn. She is the Founder and joint Chair of SOLLA which she developed from an initial concept to a national organisation with strong brand recognition in the later life sector. Tish is also a founder member of Solicitors for the Elderly and Vice Chair of the Kent branch of the Society of Trust and Estate Practitioners.
Tish was a member of the vulnerability Working Group at the FCA and the ABI and continues to contribute to this area of advice.
Tish is the author of ‘Equity Release made Easy’ and the joint editor of ‘The Later Life Handbook.
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Tish Hanifan
Behavioural Money Coach
Cambridge Money Coaching
Dennis Harhalakis is a Behavioural Money Coach and founder of Cambridge Money Coaching. He works with individuals, couples and families to help them improve their relationship with money and develop frameworks for positive communication around money. He also helps financial organisations to become more connected with clients, as well as running workshops to support financial wellbeing for employees of all organisations.
Prior to becoming a money coach, Dennis spent 30 years in Wealth Management, setting up and running product platforms in the UK, US and Asia and developing frameworks for understanding and building financial capability and wellbeing.
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Dennis Harhalakis
Family Business Consultant
The Family Business Partnership
Russ is a UK based family business adviser and has been working with families in business for over 15 years. His passion for the work has seen him move from a career in financial planning and wealth management into his current role.
He holds the Advanced Certificate in Family Business Advising, awarded by the Family Firms Institute and recognised globally as one of the leading qualifications for those providing advice to family owned businesses.
He is also the host of The Family Business Podcast which has a global audience and is supported by The Institute for Family Business.
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Russell Haworth
Managing Director
Next Wealth
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.
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Heather Hopkins
Founder and Director
Standards International
Michelle Hoskin has more than 20 years’ experience working alongside some of the world’s most successful financial services organizations. She is an internationally recognized author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards.
Michelle is pioneering a drive towards increased professionalism and operational excellence through her continued work at Standards International - the UK’s premier certification body for British and international financial services standards. She also most recently led a sector committee whose objective is to develop and launch an exciting new international standard for professional paraplanners.
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Michelle Hoskin
Public Policy Director
LEBC
Kay Ingram is a writer, commentator, presenter and broadcaster on personal finance. A Chartered Financial Planner and Chartered Insurance Practitioner, she has previously advised companies and individuals on all aspects of personal finance and employee benefits.
She is a passionate believer in the need for financial education and for financial services firms to design their services for all generations. “For financial advisers to remain relevant to the next generation, they must adopt technology combined with empathy, diplomacy and technical knowledge.”, says Ingram.
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Kay Ingram
Head of Regulatory Policy
ICAEW
Peter James has been Head of Regulatory Policy at ICAEW since 2011, where he is responsible for the regulation of audit, insolvency, tax, financial services and legal services, as well as developing voluntary regulation of the accountancy profession. He was instrumental in ICAEW’s debut in 2014 as a new regulator of reserved legal services. Prior to joining ICAEW Peter was an accountant with PwC for 35 years providing client service across a range of disciplines before specialising in compliance and international reporting for audit independence.
Outside accountancy he is a Trustee with the Plunkett Foundation advising rural social enterprises and acting as a LGBT diversity lead within the accounting profession.
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Peter James
Partner
Turcan Connell
Mike leads the Entrepreneurs and Family Business team at Turcan Connell, Scotland’s leading private client firm with offices in Edinburgh, Glasgow and London and operating throughout the UK. The firm is renowned for acting for family businesses from first generation all the way through to the oldest family business in Scotland.
Mike is a corporate lawyer and part of a large interdisciplinary team with tax and estate planning, family law, property and dispute resolution colleagues. Mike specialises in business succession planning covering planning for retirement and then implementing the strategy either through passing on to the next gen, a management buyout or a sale.
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mike kane
Technical Analyst
Threesixty Services
Susan Dalton is an Associate of the Chartered Insurance Institute and a Chartered Financial Planner with over 20 years’ experience of dealing with technical queries covering a wide range of subjects from pension planning, taxation and the use of trusts.
In addition to dealing with client queries by phone and email, Sue regularly contributes to the threesixty website with technical updates and detailed guidance.
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susan dalton
Founding Director
Research in Finance
Richard has over 20 years’ experience within the financial services market. Having begun his career working in international media across the financial sections of some of the world’s leading newspapers.
He then moved into the business to business arena joining MSM International where he was instrumental in the launch of Professional Adviser magazine. Post-acquisition of MSM by Incisive Media he went on to manage the commercial side of Investment Week, IFAonline and Investment Europe.
After founding the business he quickly identified the rise of the paraplanning role in the industry and created the Professional Paraplanner brand which includes a monthly magazine, website and numerous in person and virtual events.
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Richard Ley
Business Strategy Ambassador and PMO Lead
PwC
Monique is an ICAEW Chartered Accountant and winner of the 2019 WeAreTheCity Rising Star in Professional Services award working as a Consultant at PwC. Additionally, Monique built a team of 6 and spearheaded the creation of New Gen Accountants, a growing social enterprise which provides career development advice and mentorship to a diverse group of millennial and gen z professionals to help them prepare for the future of work. Monique also advises companies on the business case for diversity.
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Monique Malcolm-Hay
Founder
Guru You
Rebecca Mander is an executive coach with a difference! Motivated by her experiences as MD of a large electronics firm through great personal hardship, she decided in 2014 to retrain at Warwick University. Rebecca, a Fellow of the Institute of Leadership and Management now coaches senior leaders and partners forward during personal setback - focusing on the business needs of their organisation as well as the individual’s needs.
Rebecca’s clients include some of the Top 50 Law firms in the UK and she is highly valued for her straightforward and honest approach with compassion and understanding in a sector that brings great stress and challenge to it’s employees.
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Rebecca Mander
McCracken Family Business Consultants
Family Business Consultant
Ken McCracken is one of Europe’s leading family business consultants and teachers. His work includes:
• Succession planning for family businesses and family offices.
• Creating effective governance for these enterprises.
• Education and training for the different generations in an enterprising family and for their advisers.
Ken is a fellow of the Family Firm Institute (FFI) and a former recipient of the FFI Award for Outstanding Interdisciplinary Achievement. He is the co-author and teacher of two education programmes for the Society of Trust and Estate Practitioners (STEP) and the author of Creating the Trusted Team of Advisers for a Family Business.
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Ken McCracken
Founder and Director
Financial Technology Research Centre
Ian McKenna founded FTRC in 1995 nearly two decades before ""FinTech"" became part of the industry lexicon. The firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. He has been the technology columnist for Money Marketing since 1997 and Corporate Adviser since 2007.
Over the last 8 years (at least pre COVID) he has focused on the evolution of technology, understanding the advances being achieved in Digital Financial Advice around the world. FTRC produces a rolling analysis of the UK advice software market ‘Adviser Software Insights’, together with a sister website AdviserSoftware.com.
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Ian Mckenna
Family business member, Adviser and Founder
Mairi Mickel’s Business Families
Mairi is an FFI Advanced qualified Family Business advisor with her own consultancy specialising in family dynamics, governance and communication.
Previously a main board director, she continues to be an active 4th generation owner of her 95 year old Scottish construction family firm, Mactaggart & Mickel Group Ltd. She Educates and publishes in the UK & USA in business and higher education on the topics of: Family Business dynamics, leadership, next generation development, culture, communication and conflict, family philanthropy and ownership engagement. She’s a qualified leadership coach and also tutors on Family Business Governance with the IOD Scotland and Lancaster University’s School of Management. She is on Faculty for the Family Firm Institutes ‘Certificate of Family business advising’.
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Mairi Mickell
Chair
STEP (England and Wales)
Denese has been involved in financial services for over 20 years. She established her own financial planning business in 2007. Her company is based in offices in Sidmouth and employs local staff. Denese specialises in providing strategic advice to individuals, private trusts, families and their businesses.
Denese has represented STEP at a local and national level. She is currently Chair of STEP’s England and Wales committee and also sits on STEP Council. She is active in her local community and sits on the Chamber of Commerce committee in Sidmouth.
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Denese Molyneux
Director, Innovation & Transformation
PwC
David helps companies benefit from innovation and disruptive technologies including artificial intelligence and blockchain. He helps start-ups and scale-ups to improve traction with corporate clients, by clarifying opportunities, improving market positioning, and mentoring founders and CEOs. He has worked in technology throughout his career, always matching technical capability to business need. Prior to being a disruptor he was a cyber research director, and before that, a forensic technologist. He has advanced training in structured innovation.
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David Moloney
Founder
OpenMoney
Anthony is founder and CEO of OpenMoney an online financial advice business launched in 2017. The business was created to make financial advice accessible and affordable for everyone regardless of how much money they have and recognising that guidance is really a second-class solution for those people who would benefit from advice most. The business is based in Manchester and currently employs 70 people across technology, marketing and advisory services.
Prior to founding OpenMoney, Anthony was a co-founder of Tatton Asset Management plc until it floated in 2017 and before then was a consultant at Deloitte and KPMG.
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Anthony Morrow
Partner
Gosschalks
Paul Mounce is a partner and head of the Private Client department at Gosschalks solicitor with over 15 years of experience in Wills, tax and succession planning. Paul is also a member of the society of Trust and Estate Practitioners.
In particular, Paul works with High net worth clients and business owners to help them plan the succession of their estates within their family and their businesses. Paul prides himself on his ability to work with other professionals including accountants and financial advisors to ensure his clients receive joined up, holistic advice.”
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Paul Mounce
Technical Policy Director
TISA
Jeffrey leads the Technical Policy team, helping firms where new regulations are being introduced or proposed.
Having read History at Cambridge, Jeffrey qualified as a Chartered Accountant with Coopers & Lybrand (now PwC). He then spent seven years in banking including posts as chief accountant of two merchant banks (HongKongBank and Samuel Montagu). He has spent 25 years in the funds industry, including 15 years at M&G, where he held a number of operational roles including Chief Trusts Accountant, setting up M&G's call centre, launching closed and open ended funds, public affairs spokesman, responsibility for non-compliance relationships with regulators, HMRC and Government. He was a director of M&G and ran M&G's direct business.
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Jeffrey Mushens
Founder & Managing Director
Uniqu Family Wealth
Marlene is a CFPTM, FCSI & Chartered Wealth Manager and has been running Financial Planning practices for over 25 years. She is currently the founder & Managing Director of UNIQ Family Wealth, a Financial Planning practice that helps families make the most of their assets, feel financially secure and cascade wealth seamlessly from one generation to another with their own Financial Plan. UNIQ is an Accredited Financial Planning Firm.
Her first career was a Probation Officer and she has 13 years’ experience in personal and counselling skills.
Marlene is a past President of the IFP & is passionate about Financial Planning. She is regularly in the media & has won a number of awards for planning & client engagement.
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Marlene Outrim
Chief Executive Officer
The Youth Group
Jack Parsons is an award-winning young entrepreneur, public speaker and subject expert on Youth and is publicly known as the UK’s Chief Youth Officer.
Jack’s been honoured with numerous awards over the last 3 years including Young Digital Leader Of The Year, The 100 Faces of a Vibrant Economy, Most Connected Young Entrepreneur, 50 Top kindest leaders and Top 10 UK Young Entrepreneurs to Watch.
Jack is currently the CEO of The Youth Group which is building the world’s largest most connected marketplace and community for young people with one aim: to help improve the odds for young people across the Commonwealth to achieve their full potential in work.
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Jack Parsons
Partner
Wards
Jenny Pierce sits on the Board of Directors at Solicitors for the Elderly (SFE), a professional body committed to providing the highest-quality legal advice to older people. As well as representing the SFE in all matters relating to older client law, Jenny is Head of the Wills, Probate and Mental Capacity team at Wards Solicitors LLP, where she advises on tax planning, trust management, powers of attorney, mental capacity and asset protection, with particular expertise in advising elderly and vulnerable clients.
In 2015 Jenny was appointed to the Office of the Public Guardian’s prestigious Panel of Professional Deputies and is frequently appointed as a Professional Deputy for Property and Affairs, for vulnerable clients who lack capacity. She also has a STEP Advanced Certificate in Advising Vulnerable clients.
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Jenny Pierce
Founder
The Langcat
Mark Polson is founder of the lang cat, a specialist financial services insight, research and communications consultancy. The lang cat works with IFAs and providers, helping them develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without financial services degrees have a hope of understanding them. Bit by bit, it aims to make the industry just a little bit less corporate and stuffy and a little bit more human. Mark is a prolific writer, contributor to the trade press and public speaker, even when people ask him not to be.
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Mark Polson
Strategy and Insights Director
Money and Pensions Service
Sarah brings a significant understanding of industry needs and requirements gained over 10 years in financial services. In January 2020 Sarah published the UK Strategy for Financial Wellbeing – the government-backed 10 year strategy with 5 national goals targeting improved financial education for children and young people, increased savings level, decreased use of credit for everyday living, better debt advice and increased level of confidence for people planning for and in later life. The strategy also has cross cutting lenses focusing on gender, mental health and the role of the workplace in promoting financial wellbeing.
Sarah recently joined the Expert Panel for the Insuring Women’s Futures Programme and sits on the Advisory Board for the OECD’s International Network for Financial Education.
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Sarah Porretta
Founder and Chief Executive Officer
Cheddr
Erik is a Financial Coach and Founder of Cheddr, a social business offering workplace
financial wellbeing solutions including workshops, coaching and consultancy. He was
previously CEO of the Initiative for Financial Wellbeing and has spent time working with The Money Charity. He’s a member of the Financial Services Consumer Panel, providing a
consumer voice to influence and challenge FCA policymakers.
Prior to his consumer advocacy and financial wellbeing work, Erik spent over 20 years in
financial services with firms such as Citi and Barclays.
Erik is the Chair of Fair Money Advice, an East London debt advice charity.
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Erik Porter
Partner
Adempi Associates
Co-founder of Adempi Associates and regulatory adviser to UK financial services businesses. Gillian Roche-Saunders has been expertly guiding firms through FCA regulation for 10 years.
With a predominantly retail-facing client base, Gillian has a firm grasp on what the FCA expects of those firms providing products and services to consumers. Increasingly this involves staying close to the regulator’s thinking on vulnerability, consumer behaviours and intergenerational finance and she will be sharing her thoughts on this with us.
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Gillian Roche-Saunders
Managing Director
SIFA Professional
Dave Seager is Managing Director of SIFA Professional, having been a Director of SIFA for 11 years. He has over 30 years in financial services, holding senior roles at Scottish Mutual and L&G, before specialising in the interaction between legal and financial in 2008.
At SIFA Professional he leads a team offering support to high quality financial advisory firms keen to work effectively with solicitors for the benefit of mutual clients. Dave has close working relationships with both The Law Society, with whom SIFA Professional are strategic partners, and The SRA.
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Dave Seager
Partner Royds Withy King & Co Chair, Law Society Wills
and Equity Committee
Rod qualified in 1998. He is the partner who heads the private client team in the London office of Royds Withy King LLP.
He specialises in advising on the creation, running, restructuring and transfer of domestic and cross-border estates and trusts. Rod is also experienced in working through tax disclosure facilities and challenging decisions made by HMRC, particularly on issues of domicile.
Rod is TEP qualified and has been a member of the Law Society’s Wills and Equity committee for 8 years; from September 2020 he will be its co-chair. He is also observer to the Law Society’s Capital Taxes sub-committee.
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Rod Smith
Senior Manager, Investor Relations & Crowdfunding
Triodos Bank
Whitni helps charities, social enterprises and sustainable businesses raise investment to grow and increase their positive impact. She launched and now manages the Triodos crowdfunding platform and is responsible for raising capital from high net worth individuals, social investment funds, charitable trusts and foundations, institutional investors, as well as individuals.
Whitni started her career at JP Morgan and has also worked in microfinance in Mexico and leads the access to finance work of the New Economics Foundation.
Whitni is on the social investment board of the Joseph Rowntree Foundation and the advisory board of Big Society Capital, as well as a primary school governor.
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Whitni Thomas
Head of Finance
Habito & Next Gen Accountants
Aaron is chartered accountant, speaker and writer with interests in business, finance and technology. Aaron was a Finance Manager at Albion Capital; an investment management firm where he qualified and went on to become FP&A manager at the Design Museum. He’s currently the Head of Finance at Habito, an online mortgage broker and lender. He’s one of the co-founders of NewGen Accountants which helps people from underrepresented backgrounds enter into accountancy and finance. He also runs a newsletter where he talks about business, finance and everything in between.
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Aaron Townsend
Director, Valence Solutions
Gabrielle Walker, Founder and Director of Valence Solutions, is an expert strategist, speaker and moderator focused on unleashing capitalism on climate change. She works with global companies at boardroom-level, analysing emerging trends, challenging conventional thinking and driving meaningful action.
Gabrielle gives keynote addresses to corporate audiences around the world and is an accomplished moderator of high-level debates. She has presented many BBC TV and radio programmes, was Climate Change Editor at Nature and Features Editor at New Scientist, has written extensively for many international newspapers and magazines including the FT, the Wall Street Journal and the New York Times, and has authored four books. She has a PhD from Cambridge University and has taught at both Cambridge and Princeton.
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Dr Gabrielle Walker
Chief Executive Officer
STEP
Mark joined STEP as Chief Executive in January 2019. Prior to joining STEP, Mark was Managing Director, EMEA at the Royal Institution of Chartered Surveyors (RICS) where he was responsible for ensuring growth in the EMEA region and led on the organisation's D&I work. During this time, he was a Director of ‘Professions for Good’. Representing 1.2 million practitioners, Professions for Good worked to uphold fair access, professional ethics & fact based policy amongst the UK professions.
Mark started his career with Barclays, the latter part in Barclays Wealth’s International Personal and Premier Banking Division. He holds a BSc (Hons) in Banking and Finance and is a Fellow of the Institute of Directors.
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Mark Walley
Private client solicitor
Goodman Derrick LLP
Lilly Whale is a specialist solicitor advising individuals and families in relation to inheritance tax, the formation of family trusts and estate planning. Lilly also has experience in the preparation of tax-efficient wills, sometimes with an international element, and in preparing Lasting Powers of Attorney. She also advises on general estate planning and the creation and administration of trusts, and matters concerning charities and charity law.
Lilly brings a calm mind to matters involving complex individuals, large families and different generations.
Lilly regularly contributes to the mainstream and specialist press, she is the co-author of the FT Adviser’s CPD guide to working with complex modern families.
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Lilly Whale
President
Resolution Foundation
The Rt Hon. Lord Willetts FRS is the President of the Resolution Foundation. He served as the Member of Parliament for Havant (1992-2015), as Minister for Universities and Science (2010-2014) and previously worked at HM Treasury and the No. 10 Policy Unit.
Lord Willetts is a visiting Professor at King’s College London, a Board member of UK Research and Innovation (UKRI), a Board member of Surrey Satellites and of the Biotech Growth Trust.
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Lord David Willetts
Global Head of Discretionary Management
HSBC Global Asset Management
Lane Prenevost is the Global Head of Discretionary Management and Head of the UK Multi-asset team within HSBC Global Asset Management in London and has been working in the financial industry since 1996. Within the team Lane is responsible for the private client investment capabilities for both HSBC GPB and Wealth clients as well as managed solutions funds and mandates for internal and external distribution channels. Prior to joining HSBC Global Asset Management in 2020, Lane was the Global Head of Investments in HSBC Retail Banking and Wealth Management, where he was responsible for the global investment product capabilities including discretionary solutions, mutual funds, advisory platforms, and sustainable investment strategies for HSBC Wealth clients around the world. Before that he held senior roles in HSBC Global Asset Management leading the Multimanager investment teams in the Americas. Before joining HSBC he was a portfolio manager for multi-asset solutions at TD Asset Management based in Toronto, Canada. Lane holds a Bachelor's degree in Actuarial Science from the University of Toronto. He is a Chartered Financial Analyst (CFA) charter holder and has the Financial Risk Manager (FRM) certification.
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Lane Prenevost
Founder
Attis Ventures
Jake, who founded leading European asset management platform Goji in 2015, is a Sustainability and Environmental Activist, Venture Builder and Investor. Jake also works with Venture Capital and Private Equity firms to incorporate the triple bottom line of "Planet, People, Profit" into their thinking so as to make the world a more clean, safe, just and sustainable place.
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Jake Wombwell-Povey
Director
Mazars
Natalie has worked in financial services for 20 years and has progressed from Administrator, to Paraplanner and then Chartered Financial Planner in 2013. Natalie was a finalist in the Personal Finance Society’s flagship ‘Chartered Financial Planner of the Year Award’ in 2016 and 2017, and the winner in 2018. She has spoken widely on the importance and benefits of the profession. Natalie is a Director at Mazars, an International Accounting & Advisory Firm; where she heads up their Family Business offering nationally and is involved in the firm’s trainee programme to equip the next generation of financial planners with the skills they need to build long term careers.
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Natalie Wright
Interim Executive director of Strategy and Competition
FCA
Sheldon Mills is interim Executive Director of Strategy and Competition at the FCA. He is responsible for policy, strategy, competition and economic analysis.
Previously, as Senior Director at the Competition and Markets Authority (CMA), Sheldon had overall leadership responsibility for the delivery of UK merger control across the entire economy and for the strategic design and implementation of the new UK State Aid regime. He is a qualified solicitor and prior to joining the CMA he practiced law at King & Wood Mallesons and Jones Day.
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sheldon mills
Head of Technical, Paradigm Norton &
Chairman of the CISI Paraplanner Interest Group
Dan’s Music Technology degree helps him approach Financial Planning problems creatively.
He is both a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Dan is an Accredited Paraplanner™ with CISI and is working towards the Certified Financial Planner™ certification. He is head of technical at Paradigm Norton and Chairman of the CISI Paraplanner Interest Group.
Having won several awards in his field, Dan continues to work with CISI and other organisations to support others involved in this area of Financial Planning by writing articles, and hosting conferences and events.
dan atkinson
99% Speaker announcement
If you're interested in speaking at Intergen 2020 please contact Lisa Best at Lisa@intelligent-partnership.com
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Alan Sheehan
Director
MICAP
Farida Hassanali
Financial Planner
Paradigm Norton
Director
MICAP
Alan qualified as a Chartered Tax Adviser (Ireland) in 2013 and a Qualified Financial Adviser (Ireland) in 2008. Alan is a director of MICAP, the most widely-used resource for financial advisers and wealth managers looking at tax-advantaged investments.
Alan previously worked for Ireland’s leading supplier of small self-administered pension schemes (ITC), where he was responsible for ensuring that all of its investments complied with the Irish pension regulations. Alan is also the Technical Manager for in:review, a research platform for investment professionals looking at alternative investments. in:review has reviewed over 600 non-standard investments such as OEICs, unlisted bonds, EPUTs, private equity and limited (liability) partnerships
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alan sheehan
Financial Planner
Paradigm Norton
Farida joined Paradigm Norton in 2019. Farida’s qualifications include being a Chartered and Certified Financial Planner as well as a Fellow of both the Personal Finance Society (PFS) and Chartered Institute for Securities and Investments (CISI).
She has been working in Financial Planning since graduating from Loughborough University with a degree in Mathematics with Economics in 2007 and enjoys promoting the profession as a voluntary member of the CISI Financial Planning forum committee.
Outside of work, Farida likes to keep active by trekking up mountains, competing in triathlons or volunteering with St John Ambulance.
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farida hassanali
TM
Nick Bird
Executive Business Development Manager, Octopus Investments
Guy Tolhurst
Managing Director
Intelligent Partnership
Kate Birch-Barry
Business Development Manager Timelineapp
Business Development Lead
Timeline
Kate is the Business Development lead at Timeline and works alongside the financial planning industry to help them build compelling, innovative and dynamic pre and post retirement planning solutions. Kate’s mission is to get all of us – consumers, financial advisers and pension providers – thinking differently about the way people plan for and maximise their savings in retirement and to ensure the money outlives the people. With 15 years experience within the financial advice market both in the UK and overseas, Kate offers caring view points and is very much at the forefront of helping to grow Timeline and revolutionise how we fundamentally engage with planning for retirement.
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kate birch-barry
Managing Director
Intelligent Partnership
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guy tolhurst
Executive Business Development Manager
Octopus Investments
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nick bird
Neil Bage
Financial Behaviour Expert
Be-IQ
Financial Behaviour Expert
Be-IQ
Neil Bage is the co-founder of a multi award-winning behavioural insight’s company. He is a specialist on the sub-conscious behaviours that drive our decisions, and is renowned for bridging complex scientific theory with real-world understanding, especially in relation to decisions that involve money.
An energetic, powerful, and highly engaging speaker, Neil’s talks are a mixture of human evolution, psychology, biology, and compelling storytelling, all of which combine to reveal how people make important decisions that will impact their financial health and wellbeing. Neil also features frequently as a podcast guest, conference panel member, and is seenas a go-to expert in relation to human behaviour by consumer publications.
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neil bage
Sarah Hendy
Strategic Partnerships Manager
Blackfinch
Jason Williams
Head of Distribution, Asset Management, Blackfinch
Jack Dominy
Senior Consultant
Research in Finance
Jacqueline Lockie
Head of Financial Planning
CISI
Head of Distribution, Asset Management
Blackfinch
Jason has over 20 years’ experience in financial services and a strong track record of managing relationships with intermediaries and advisers. Prior to joining Blackfinch Investments, Jason spent 8 years as a Business Development Manager with Brewin Dolphin. He has also held consultancy roles with Eagle Start Trust, which became part of Zurich Financial Services.
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jason wiliams
Strategic Partnerships Manager
Blackfinch
With over 30 years’ experience in the commercial & financial services sector, Sarah joined Blackfinch in 2014. She started her career in banking before joining the PR department at the UKs leading flight simulator company. After a period overseas, Sarah then spent 12 years working in London in property & media before focusing her career on business & relationship development. Sarah has completed the PRI Academy ‘Foundations in Responsible Investment’ course and holds a Tax & Estate Planning Accreditation which includes a Certificate of Knowledge & Understanding in BR, EIS & VCTs.
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sarah hendy
Mary Waring
Elite Financial Concierge
Wealth for Women
Ricky Chan
Director
IFS Wealth & Pensions
Duncan MacInnes
Investment Director
Ruffer
Catherine Foot
Director of Evidence
Centre for Ageing Better
Christina Blacklaws
Former President of the Law Society of England and Wales
Sam Jermy
Business Development Director
TIME Investments
Liz Field
Chief Executive
PIMFA
Head of Financial Planning
CISI
Jacqueline has worked in the financial services sector since 1988 in technical and
training roles and also as a paraplanner and financial planner.
She is a Fellow of the CISI and holder of the internationally recognised Certified Financial Planner Licence, for which she was one of the first examiners in the UK.
Jacqueline was previously Head of Training at the Association of Investment Companies where she designed and delivered technical training to wealth managers, investment managers and financial advisers. Prior to that she was the Director of Training and Education for the Institute of Financial Planning, where she designed, wrote and delivered new courses for financial advisers wishing to enhance their investment and financial planning skills and paraplanners to learn the methodology of financial planning.
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jaqueline lockie
Senior Consultant
Research in finance
Jack is a highly skilled researcher with more than five years’ experience of both quantitative and qualitative studies. He has extensive experience and knowledge of the investment industry, conducting research projects across the institutional, retail intermediary, consumer and insurance markets.
Jack also has a keen interest and involvement in responsible investing, supporting several projects at RiF in this area, to understand barriers, challenges and opportunities in the industry.
Before joining Research in Finance in 2019, Jack was a Senior Research Executive at GfK, where he worked on large-scale studies on behalf of banking and insurance clients.
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jack dominy
Director of Evidence
Centre for Ageing Better
Catherine jointly leads Ageing Better’s work to build the evidence of what works to support people to enjoy later life.
Catherine shares the position of Director of Evidence with Claire Turner.
A researcher and policy analyst by background, her previous roles include Assistant Director of Policy at The King’s Fund and Head of Policy at Cancer Research UK.
Catherine joined Ageing Better in 2015.
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catherine foot
Investment Director
Ruffer
Duncan joined Ruffer in 2012. He graduated from Glasgow University School of Law in 2007 and spent four years working at Barclays Wealth and Barclays Capital in Glasgow, London and Singapore. Duncan is a CFA charterholder. He is co–manager of Ruffer Investment Company.
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duncan macinnes
Director
IFS Wealth & Pensions
Ricky Chan is a Chartered Financial Planner, with over 10 years experience in providing financial advice, and he is also a Fellow of The Personal Finance Society (PFS), and a member of the PFS POWER Panel. He firmly believes that financial planning is the cornerstone of top quality financial advice, and specialises in investment & retirement advice with a keen interest in Ethical & ESG investments. He is the Founder & Director of IFS Wealth & Pensions, a Chartered Financial Planning practice based in Victoria, London.
Ricky is a regular media figure, contributing to publications such as FT Adviser, CityWire, Professional Adviser, Telegraph, and The Which? Money podcast.
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ricky chan
Elite Financial Concierge
Wealth for Women
Mary Waring, a multi-award winning financial adviser, is founder and CEO of Wealth for Women Limited, a boutique financial advisory firm specialising in women going through divorce.
Mary is a Chartered Accountant, a Chartered Financial Planner with Specialist Accreditation from Resolution: the only adviser in the UK with these qualifications. Mary has also recently qualified as an Accredited Coach, since she recognises that often our concerns around money are tied up with limiting beliefs and what we learnt in earlier years.
Mary is the author of the highly acclaimed “The Wealth Woman: A Man is Not a
Financial Plan”
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mary waring
Chief Executive
PIMFA
Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014. She has 30 years financial services experience, 19 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.
She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt. She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit.
Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.
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liz field
Business Development Director
TIME Investments
Sam joined TIME in September 2014 covering the South East of England.
Sam was awarded Chartered Financial Planner status in 2014 and also holds STEP and IMC accreditations. After graduating from the University of East Anglia with a first class degree in Economic Development, Sam has accumulated 18 years of experience working within investment and wealth management companies. His work has included the management of advisory business relationships in the UK, and further afield in the Far East and Middle East.
Sam lives on the coast in Brighton and enjoys an outdoor life with his family.
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sam jermy
Family Office Advisor
Griffiths Hamilton Family Office Advisors
Emily Griffiths-Hamilton is a chartered accountant, a family enterprise advisor, and a conflict resolution coach who brings three generations of experience to the subject of wealth and family-business transition planning. Griffiths-Hamilton herself has been the co-owner of a National Hockey League team, the Vancouver Canucks; a National Basketball Association franchise, the Vancouver Grizzlies; and a state-of-the-art arena.
Today, she advises individuals and families on the effective, responsible transition of wealth and family businesses over generations. Her books, Build Your Family Bank: A Winning Vision for Multigenerational Wealth and Your Business, Your Family, Their Future: How to Ensure Your Family Enterprise Thrives for Generations, are roadmaps for successful wealth and family business intergenerational transitions.
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emily griffiths-hamilton
Former President of the Law Society
of England and Wales
Christina Blacklaws is an innovator in the legal field, having developed and managed one of the first ‘virtual’ law firms and set up the UK’s very first Alternative Business Structure with the Cooperative Group. She was also one of the first Directors of Innovation at a top UK firm.
She now runs her own consultancy business providing strategic advice particularly in the areas of transformational change, technological developments and diversity and inclusion and holds three non-executive directorships in the legal field.
Christina also chairs two UK Government bodies in lawtech- The LawTech UK Panel and Innovate UK’s Next Generation Services Advisory Group.
Christina is the Women Lawyers Division representative on the Law Society Council and the UK representative on the International Bar Association Council.
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CHRISTINA BLACKLAWS
Andrea Jones
Private Wealth Partner
Irwin Mitchell
Private Wealth Partner
Irwin Mitchell
Andrea Jones is a Partner at Irwin Mitchell and Head of the Tax, Trusts and Estates teams in the Leeds and Manchester offices. She is also Chair of STEP Yorkshire.
Andrea advises individuals and their families on all aspects of succession, tax, and asset protection planning, which includes advice on Wills, Tax, Probate, Administration of Estates, Trusts, Powers of Attorney and capacity issues.
Her personal focus is advising business families on succession issues. Andrea is named as a recommended lawyer in the Legal 500 and she is ranked in Chambers High Net Worth.
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andrea jones
Rebecca Aston
Professional Standards Manager
Chartered Insurance Institute
Holly Nardi
Associate Investment Consultant
Redington
Charlotte Fairhurst
Strategic Partnerships Manager
Octopus Investments
Mitesh Sheth
CEO
Redington
Strategic Partnerships Manager
Octopus Investments
For the last four years, Charlotte has spearheaded Octopus’ professional connections initiatives, working closely with professional bodies such as ICAEW, STEP and The Law Society. She is also responsible for a number of Octopus’ key strategic partnerships with Financial Advisor Networks, Nationals and Service Providers. Charlotte holds a First-Class Honours degree from Leeds University and is currently studying for the Certificate in ESG Investing.
Charlotte sits on a number of working groups at Octopus, including Diversity & Inclusion, Environment and the charitable foundation Octopus Giving. She also co-leads the Octopus Next-Gen Series – a platform for thought-leadership and networking for accountancy, legal and financial advisory professionals.
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charlotte fairhurst
CEO
Redington
Mitesh was appointed as CEO of Redington in April 2016. Redington provides long-term investment advice, fund research and software to investment institutions in the UK and increasingly around the world.
Prior to joining Redington, Mitesh was Head of Fixed Income at Henderson until 2012. Before that, he worked at Watson Wyatt as an investment consultant. Mitesh's career began at Aon Consulting as an investment analyst.
He qualified from LSE with a BSc (Hons) in Actuarial Science in 1999. After graduating, Mitesh spent a year in India studying at Tatvagnan Vidhyapeeth (School of Philosophy). He became a Fellow of the Institute of Actuaries (FIA) in 2004.
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mitesh sheth
Associate Investment Consultant
Redington
Holly is an Associate Investment Consultant at Redington, an independent consultancy on a mission to help make 100 million people financially secure. Alongside this, she founded Get Woke Not Broke, a blog aimed at helping young people get their financial s*!t together. Here, and across social media, she helps her readers get to grips with budgeting, saving, and investing – with a few puns thrown in for good measure.
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holly nardi
Professional Standards Manager
Chartered Insurance
Rebecca Aston is Professional Standards Manager at the Chartered Insurance Institute (CII). She manages the delivery of the CII’s ethics initiatives to members and external stakeholders, with an aim to raise and uphold ethical standards in the insurance and financial advice professions. Her areas of particular interest include Speak Up (whistleblowing), diversity and inclusion, behaviour and culture.
Previously, Rebecca worked at the Chartered Institute of Securities and Investment (CISI) as Head of Professional Standards (2014-2019) and Association.
Rebecca is a graduate of the University of York (BA Hons, History, 2008) and the University of the Arts London (PG Dip, Conservation, 2010). Additionally, in 2016 she completed a Masters degree in Applied and Professional Ethics from the University of Leeds, and achieved a Pass with Merit. of Accounting Technicians (AAT) as Senior Conduct and Compliance Officer (2009-2014).
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rebecca aston
Michael Culver
Partner, Bolt Burdon &
Chairman, Solicitors for the Elderly
Tony Wickenden
Joint MD
Technical Connection
Mark Lambert
Head of Onshore Bond Distribution
HSBC Life
Mark Green
Senior Tax and Trust Manager
HSBC Life
Senior Tax and Trust Manager
HSBC Life
Mark has worked in the field of tax and trusts in excess of 30 years. During his career to date, he has worked for HMRC (formerly the Inland Revenue) and three product providers Clerical Medical, Aegon and Legal & General in increasingly senior technical roles as well as working for an IFA developing professional connections.
He has designed and implemented many trust plans and associated products in the Investment Bond space. He has been a committee member of both the ABI (Association of British Insurers) and AILO (Association of International Life offices) and has worked closely with HMRC on industry issues.
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mark green
Head of Onshore Bond Distribution
HSBC Life
Mark’s career in financial services has spanned over 20 years and he currently holds the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment. His roles have encompassed the provision of Independent Financial Advice at American Express’s IFA business, National Wrap Platform Sales roles and the Distribution of Private Banking Solutions into the IFA marketplace with UBS. In 2017, Mark joined HSBC Life and is Head of the distribution team for their open architecture Onshore Investment Bond supporting Financial Advisers across the UK.
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mark lambert
Joint MD
Technical Connection
Tony is the founder and MD of Technical Connection.
He has been in the business for over 45 years and has written the weekly Tax Planning column in Money Marketing for over thirty of them. He is a regular speaker at leading financial services sector events.
Tony is a Bachelor of Laws, a chartered insurer, a trusts and estate practitioner and a fellow of the institute of taxation.
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tony wickenden
Partner, Bolt Burdon &
Chairman, Solicitors for the Elderly
Michael has a wealth of experience in dealing with elderly client matters including making wills, advance decisions, tax planning, the administration of estates, lasting powers of attorney, statutory wills and other applications to the Court of Protection, care home funding and contentious probate and challenging lifetime gifts.
He has been on the Court of Protection’s Panel for Professional Deputies for over 5 years now, enabling him to manage the financial affairs of those clients who are unable to manage matters for themselves or in cases where there is not a suitable relative to manage such matters for them.
As well as being a Fully Accredited Member of SFE, Michael is a full member of the Society of Trust and Estate Practitioners (STEP) and Association of Contentious Trust and Probate Specialists (ACTAPS). Michael is also a Chartered Tax Advisor and a member of the Association of Tax Technicians.
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michael culver
Anthony Villis
Managing Director
First Wealth
Greg Kyle-Langley, Executive Director, Head of Banking & Wealth Management, Coutts
Tara Gillespie
Founder
Best Intentions
Ben Handley
Tax Partner
BDO
Graham Shaw
Speaking Coach & Author
Vision Learning
Jason Ruse
Business Development Director
Key Group
David Mead, Founder of Future Proof and Joint Head of Protection at SJP Protection Planning
Stuart Wilson
Corporate Marketing Director
more2life
Tax Partner
Ben is a tax partner within our Private Client Services team with a focus on
Owner Managed Businesses.
He is a mixed tax specialist who for over 20 years has advised individuals and
their businesses on all tax aspects relevant to their personal and corporate
interests against the backdrop of continual law change.
Ben’s experience includes UK and cross border advice on a broad range of issues
including succession, exits, residence, domicile, corporate structuring,
acquisitions, disposals and HMRC enquiries.
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ben handley
Founder
Best Intentions
Tara has worked in the investment industry since 2013 and in 2018 she co-founded Best
Intentions, a financial wellbeing community. Best Intentions is on a mission to help young
people take control of their money. Through events, workshops and blogs Best Intentions
is all about breaking down taboos, keeping it simple, and having fun.
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tara gillespie
Managing Director
First Wealth
Marylebone based First Wealth is a financial planning business Anthony co-founded with Robert Caplan in 2009.
First Wealth is a proud Certified B Corp. There company why is that great financial planning can change your life. The First Wealth advice model combines lifestyle financial planning, evidence based investing and financial coaching.
Their company objective is to build the most respected brand in financial planning within ten years.
Anthony lives in Dorset with his partner Petra and daughter Lux and loves all things sport.
anthony villis
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Executive Director, Head of Banking & Wealth Management, Coutts
Greg is Head of Banking & Wealth Management at Coutts, and leads the Entrepreneurs Proposition.
He works to build out the NatWest Group’s already-strong contribution to the ecosystem,
bringing together the capital and connections held at Coutts, with the growth businesses in
the 12 NatWest accelerators around the country.
And through Coutts he works with entrepreneurs who have built substantial wealth, helping
them navigate the issues that come with money, particularly around business, family and
legacy.
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grey kyle-langley
Corporate Marketing Director
more2life
Stuart joined as the Corporate Marketing Director for Key Group in July 2014 and heads a team responsible for the marketing of a range of Group B2B brands including one of the later life lending market’s biggest lenders, more2life. He has over 30 years of experience in the Financial Services sector, having worked for a range of well-known brands including Friends Provident, Abbey Life, Just Retirement and LV=. He also ran his own marketing agency specialising in helping advisers working in the mortgage market.
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stuart wilson
Founder of Future Proof and Joint Head of Protection
at St James's Place
David has been involved in the protection industry for 20 years. In Oct 2011 he founded Future Proof, a fully advised, telephone based, protection specialist. The firm has gone on to win multiple industry awards and has forged many important strategic relationships.
David is also a founding member of the Protection Distributers Group whose purpose is to help families find the protection they need by encouraging insurers and intermediaries to deliver better consumer outcomes.
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david mead
Business Development Director
Key Group
Jason has worked in the Financial Services industry for 32 years in various roles at L&G and Aegon. He has significant experience of the distribution landscape having worked with major banks and distributers. His role at Key is to grow existing relationships and to attract new ones.
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jason ruse
Speaking Coach & Author
Vision Learning
Graham is speaking coach and international conference presenter. He has helped thousands of people to make convincing presentations. Many directors and managers required to make important speeches and conference presentations have benefited from Graham’s coaching.
His speciality is visual communication and he is best-known for his ability to convey business ideas with a quick sketch. His numerous conference audiences have been amazed to discover that they too can draw their ideas – a talent they never knew they had.
Graham has appeared on BBC television and radio, including BBC World News ‘Talking Business’ and BBC World Service radio, as well as in numerous business and lifestyle publications.
graham shaw
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David Macfarlane, Director, Discretionary Wealth Management, HSBC Global Asset Management
Richard Bertin
Founder & CEO
Tether
Eric Clapton
Director
Clapton Consultants
Niki Patel
Tax & Trusts Specialist
Technical Connection
Tax & Trusts Specialist
Technical Connection
Niki is a key member of Technical Connection’s Techlink editorial and technical consulting team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Her experience to date and with Technical Connection uniquely qualifies her for this.
Prior to joining Technical Connection, Niki worked for Lloyds Banking Group for 11 years gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator.
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niki patel
Director, Clapton Consultants and former Vice Chair of ICAEW Personal Financial Planning Advisory Group
An economics graduate of Warwick University, a Chartered Accountant also holding specialist financial services qualifications.
Chairman of the Financial Planning Committee of the Institute of Chartered Accountants in England and Wales
In 2015 Eric founded Clapton Consultants Limited as a chartered accountancy practice with Designated Professional Body status to provide specialist finance and planning advice.
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eric clapton
Founder & CEO, Tether; and ICAEW Personal Financial Planning Advisory Group member
Richard Bertin is a Chartered Accountant, former chair of various committees and current
ICAEW Personal Financial Planning Advisory Group member. He established and built up a
successful fee-based wealth planning business, selling a stake in 2016 to Stonehage Fleming, the largest independent family office in EMEA. He continued to further build the group’s private client financial planning arm before leaving last year to establish Tether, which is launching personal financial planning software to the accounting profession, combining his previous accountancy and business development experience and knowledge.
richard bertin
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Sheldon Mills
FCA
Sheldon Mills
FCA
Interim
FCA
Sheldon Mills
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25+
If you're interested in speaking at Intergen 2020 please contact Lisa Best at
Lisa@intelligent-partnership.com
Copyright Intelligent Partnership 2020
Joint MD,
Technical Connection
Tony Wickenden
Partner, Royds Withy King LLP & Co Chair Law Society Wills and Equity Committee
Rod Smith Royds
Private Wealth Partner,
Irwin Mitchell
Andrea Jones
Private Wealth Partner,
Irwin Mitchell
Andrea Jones
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Director, Discretionary Wealth Management, HSBC Global Asset Management
David Macfarlane is team head of the Discretionary Wealth Management Team at HSBC Global Asset Management in London and has been working in the financial services industry since 2002. At HSBC David has gained a wealth of experience looking after a broad range of clients including individuals, charities and pensions in discretionary multi asset portfolios as well as being instrumental in the development, and launch, the Global Managed Portfolio Service. Prior to joining HSBC in 2002, David worked in the advertising industry for nine years. He holds a degree in Business from Heriot Watt University and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
david macfarlane
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Lane Prenevost, Global Head of Discretionary Management, HSBC Global Asset Management
Chief Executive Officer
Personal Finance Society
Keith was appointed Chief Executive Officer of the PFS in May 2013 and has led the professional body to become the largest in Europe with a growing International presence from its office in Hon Kong. Keith is also Chief Membership Officer for the Chartered Insurance Institute and is responsible for its group membership strategy as well as the development of CII-Hong Kong and strategic relationships across Asia Pacific.
Keith is regularly called upon for comment and contribution by various organisations, including government’s, regulator’s and media. His experience also includes working for Tenet Group as Group Distribution and Development Director, prior to which he was Head of Retail for Royal London Group. He sits on the board of the European Financial Planning Association (EFPA), Chairs the Pension Advice Taskforce.
keith richards
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Lisa Best
Head of Financial Services Content, Intelligent Partnership
Head of Financial Services Content
Intelligent Partnership
Lisa worked for fifteen years with developers in structuring leisure products for sale to retail purchasers. Her role was in relation to the drafting of documentation, the practical aspects of the correct set up to allow for efficient operation and involvement in the legal restrictions that increasingly applied. For the last 11 years she has been working in investments including involvement in setting up a Luxembourg Specialised Investment Fund, a Netherlands based share offer, and a retail offering for US investors.
In 2013 Lisa started working for Intelligent Partnership on a consultancy basis and eventually joined on an employed basis. She is now involved in producing and editing guides, reports, e-learning, updates and blogs on estate planning, tax-advantaged investments and alternative finance.
lisa best
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What's
on the agenda
Copyright Intelligent Patnership 2020
Welcome & What's in Store
08.55
Guy Tolhurst, Intelligent Partnership
stream 1
We've put together a wide ranging agenda of expert keynote speeches, interactive panel sessions, innovative workshops, in-depth fireside chats and problem-solving clinics, all with the aim of fearlessly confronting the issues facing our industry. This event will give you plenty of opportunity to build your own schedule of valuable content.
stream 2
keynote
keynote
Welcome and What's in Store
Introduction to intergen, highlights of the day and how to use event tech
> key theme
8.55
watch
watch
fireside chat
Harnessing the power of intergenerational conflict to enable fresh ideas and agile thinking
• Knowing what intergenerational conflict is and what role it plays
• Understanding what is meant by ‘earning a voice’
• Top tips for reducing the impact of conflict on the intergenerational family system
15.30
> intergenerational differences
watch
watch
Co Chair, Law Society Wills & Equity Committee & Partner, Royds Withy King
rod smith
Next
session
Previous
session
Family Office Advisor
& Conflict Resolution Coach
Emily Griffiths
guy tolhurst
Founder
Indagate Group
panel
Winning the generation game – building strong intergenerational relationships
• What government policy developments are needed to close intergenerational gaps and achieve better outcomes?
• How is the younger generation trying to close intergenerational gaps and grow their wealth?
Founder, SOLLA
tish hanifan
President, Resolution Foundation
Lord David Willetts
9.30
> Intergenerational differences
watch
watch
Chief Executive Officer, The Youth Group
Jack Parsons
Job title, Company
name surname
workshop
How a simple sketch can help your clients understand more (no drawing experience required!)
• Understanding how pictures enhance recall of information
• Thinking in visual metaphors – and using them to explain your ideas
• Applying your sketching skills to turn abstract concepts into memorable pictures that help your clients understand more easily
11.00
> changing face of advice
Speaking Coach & Author
Vision Learning
graham shaw
watch
watch
Generational intelligence: family and the great wealth transfer post-Covid
Dr. Eliza Filby & Lisa Best, Intelligent Partnership
09.00
chat
Winning the generation game – building strong intergenerational relationships
Tish Hanifan (SOLLA), Lord David Willetts (Resolution Foundation), Jack Parsons (The Youth Group)
09.30
panel
What the future holds for Inheritance Tax
Sam Jermy, TIME
10.00
keynote
Build back better - Leveraging the power of the LGBT+ marketplace
Matthew Cameron, LGBT Great
11.00
keynote
stream 3
Leveraging robo advice and fintech platforms to exceed your clients’ demands
David Moloney, PwC
Kate Birch-Barry, Timelineapp
Ian McKenna, FTRC
Mark Polson, The Langcat
11.30
panel
Advising family businesses across the generations - from 81 to 21
Russell Haworth, The Family Business Partnership
12.00
keynote
Own It: helping young people invest their way to a better future
Iona Bain, Young Money
14.00
keynote
Practical ideas for engaging with your clients’ beneficiaries
Charlotte Fairhurst & Nick Bird, Octopus Investments
13.30
workshop
How equity release fits into a holistic, modern later life financial plan
Stuart Wilson, More2Life
14.30
keynote
Tackling the increasing regulations that intersect
with financial advice
Gillian Roche-Saunders, Adempi Associates
16.00
keynote
Harnessing the power of intergenerational conflict to enable fresh ideas and agile thinking
Rod Smith, Royds Withy King Emily Griffiths-Hamilton
15.30
chat
Making trusts more efficacious for families today and tomorrow
Susan Dalton
threesixty services
16.30
keynote
Succeeding on a dream and a crowd - grabbing the attention of the next generation of investors
How a simple sketch can help your clients understand more (no drawing experience required!)
keynote
workshop
Nils Elmark, Inception
Graham Shaw, Vision Learning
Building a diverse and innovative workplace to attract a wider client base
Monique Malcom-Hay, PwC
Mark Walley, STEP
Liz Field, PIMFA
panel
Nurturing diversity when cultivating the next generation of talent
Monique Malcolm-Hay
PwC
keynote
Demystifying ESG - a ‘no one size fits all’ approach
Guillaume Mascotto, ESG & American Century Investments
keynote
Wealth planning for accountancy clients in the new normal
Ben Handley
BDO
keynote
Business continuity - the adviser’s role in passing it on in the family vs transitioning to an existing management team
Russell Haworth, The Family Business
Partnership
Mike Kane, Turcan Connell
Mairi Mickel, Mairi Mickel’s Business Families
panel
Planning for the futures of clients who are losing capacity
Michael Culver, Bolt Burdon
& Solicitors for the Elderly
workshop
17.00
Close of day 1
30 nov
03 dec
04 dec
workshop
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9.00
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fireside chat
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9.30
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keynote
Welcome and What's in Store
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8.55
> key theme
Managing Director
Intelligent Partnership
guy tolhurst
watch
watch
keynote
Generational intelligence: The future of the family and the great wealth transfer post-Covid
• Examining the key generational makeup of your client-base with respect to financial planning
• Understanding how your clients’ knowledge, values and behaviours have shifted in the wake of Covid19, and how the pandemic is accelerating the care reversal process within families
• Predicting how intergenerational differences are likely to evolve, and what new business and client opportunities are now available
09.00
> intergenerational differences
Speaker, Writer, Consultant
dr eliza filby
watch
watch
keynote
What the future holds for Inheritance Tax
• Learning from the history of IHT to consider possible future policy
• Understanding the Office of Tax Simplification's recommendations and the implications these could have for your clients
• Considering the impact of future changes to the IHT regime on your estate planning advice
10.00
> revolution in wealth transfer
Business Development Director
TIME Investments
sam jermy
watch
watch
keynote
Build back better - Leveraging the power of the LGBT+ marketplace
• Understanding what the LGBT+ community is seeking from the financial advice industry
• Why is this relevant to me, my business and my bottom line?
• Growing your awareness of how we can support the LGBT+ community
11.00
> changing face of advice
Global Managing Director
LGBT Great
matthew cameron
watch
watch
keynote
Succeeding on a dream and a crowd - grabbing the attention of the next generation of investors
• Why you should forget everything you know about investment advice
• Going on an adventure into your clients’ world, full of social media you haven’t even heard of
• Navigating the precarious gig economy, where markets become communities, where profit no longer exceeds people, and where economies-of-scale belongs to the past
11.00
> evolving needs of clients
Founder & Futurist
Incepcion
nils elmark
watch
watch
panel
Leveraging robo advice and fintech platforms to exceed your clients’ demands
• Practical tips for supplementing your expertise with AI-based advice
• How you can strategically leverage robo advice within your businesses
• What exciting new tech is on the horizon for wealth advice?
• How you can overcome the barriers to implementing these new technologies
Director, Innovation &Transformation, PwC
david moloney
Founder, The Langcat
mark polson
Enterprise Business Development Mngr, Timelineapp
Kate Birch-Barry
Founder & Director, Financial Technology Research Centre
ian mckenna
11.30
> evolving needs of clients
watch
watch
panel
Building a diverse and innovative workplace to attract a wider client base
• Understanding the link between diversity, performance and financial benefit
• Using diversity and inclusivity to appeal to a wider demographic
• Instilling a positive and innovative culture within your firm to reduce group think and open up your firm to broader viewpoints
Business Strategy Ambassador
& PMO Lead, PwC
Monique Malcolm-Hay
Chief Executive Officer, STEP
mark walley
Chief Executive, PIMFA
liz field
Founder & Director, Financial Technology Research Centre
ian mckenna
11.30
> changing face of advice
watch
watch
keynote
Advising family businesses across the generations - from 81 to 21
• Understanding how emotional factors impact your advice to family business owners
• Using good family governance to give more effective multi-generational advice
• Knowing how increased longevity impacts family businesses
• Integrating Covid19 effects into your multi-generational advice
• Collaborating with other advisers to offer an optimal service
12.00
> revolution in wealth transfer
Family Business Consultant
The Family Business Partnership
Russell Haworth
watch
watch
keynote
Nurturing diversity when cultivating the next generation of talent
• Progressing a diversity and inclusion agenda within your firm by recruiting diverse talent and ensuring that people from all backgrounds feel they belong
• Taking advantage of the opportunities and mitigating the risks of diversity and inclusion
• Building a more diverse management team to drive innovation and better decision making
12.00
> next generation of advisers
Business Strategy Ambassador & PMO Lead
PwC
Monique Malcolm-Hay
watch
watch
keynote
Own It: helping young people invest their way to a better future
• Understanding young people's real circumstances, hopes and worries
• Taking account of young people's urgent priorities (savings, home ownership..)
• Standing out in an investing landscape dominated by bad actors and opportunistic firms
• Offering a transparent, empathetic and attractive alternative to the narrative of get-rich quick trading and cryptocurrencies
14.00
> intergenerational differences
Founder
Young Money
iona bain
watch
watch
keynote
How equity release fits into a holistic, modern later life financial plan
• How equity release has gone from obscure to mainstream and how it fits into later life lending and financial planning
• Insights from bespoke research into the later life lending market, its current size and future growth trends
• Available modern lending features and how these can suit a variety of customer needs as part of a holistic financial plan
14.30
> revolution in wealth transfer
Corporate Marketing Director
More2life
Stuart Wilson
watch
watch
keynote
Tackling the increasing regulations that are intersecting with financial advice
• The FCA’s role in bridging the generational gap, and likely areas of regulatory focus in the next 3 years
• How the industry will need to adapt
• How you can stay compliant for current and future generations
16.00
> changing face of advice
Partner
Adempi Associates
gillian roche-saunders
watch
watch
keynote
Wealth planning for accountancy clients in the new normal
• Staying close to your clients, colleagues and cross-discipline networks as more of us work remotely
• Aligning tax to your business objectives, in light of potential tax law changes
• Making 'responsiveness, trustworthiness and capability' your core USPs
15.30
> changing face of advice
Tax Partner
BDO
Ben Handley
watch
watch
panel
Business continuity - the adviser’s role in passing it on in the family vs transitioning to an existing management team
• Legal and family dynamics of management and ownership
• What if scenarios - the role of governance and the impact of life events
• Understanding the intention of the family and aligning your options
• How collaboration between advisers contributes to better outcomes
Family Business Consultan
The Family Business Partnership
Russell Haworth
Partner, Turcan Connell
mike kane
Family Business Member, Adviser & Founder, Mairi Mickel’s Business Families
mairi mickel
Family Business Member, Adviser & Founder, Mairi Mickel’s Business Families
mairi mickel
16.00
> revolution in wealth transfer
watch
watch
keynote
Making trusts more efficacious for families today and tomorrow
• Understanding the circumstances where trusts and intergenerational wealth transfer work well
• Recognising when trusts aren't the best solution, and why
• Key upcoming developments in trust management
16.30
> evolving needs of clients
Technical Consultant
threesixty services
susan dalton
watch
watch
keynote
How resilient are you to disruptive technologies? (Think Kodak and Blockbuster)
• How emerging technologies – such as AI, blockchain, robots, 3D-printing and IoT - are disrupting business models across industries?
• How many of the 'essential eight' technologies are important for you? •
• Potential threats and benefits of technology and innovation
• Do you have answers, not only for your own business model, but also for the companies in your portfolio?
16.30
> changing face of advice
Director, Innovation & Transformation
PwC
david moloney
watch
watch
Networking & one to one meetings
10.30
Networking & one to one meetings
12.30
stream 1
stream 2
stream 3
Networking & one to one meetings
15.00
secure your place
Financial wellbeing in a world worth living in
Robert Gardner
St. James's Place
keynote
Why B Corp companies are 28 times more likely to grow than non B Corp companies
Anthony Villis
First Wealth
keynote
How resilient are you to disruptive technologies? (Think Kodak and Blockbuster)
David Moloney
PwC
keynote
keynote
Financial wellbeing in a world worth living in
• The need to invest for the 100 year life
• Why sustainable and responsible investing is the way of the future
• The importance of building financial education for children
15.30
> intergenerational differences
Director of Investments
St James's Place
robert gardner
watch
watch
keynote
Why B Corp companies are 28 times more likely to grow than non B Corp companies
• What is a B Corp and why we decided to go through the process
• How B Corp Certification can balance your business’ purpose and profit
• The benefits for your team and clients
16.00
> next generation of advisers
Managing Director
First Wealth
Anthony Villis
watch
watch
workshop
Planning for the futures of clients who are losing capacity
• Making your clients aware of the need for a Lasting Power of Attorney and the alternatives
• Helping clients to appoint attorneys and decide how their affairs will be managed
• Understanding which limitations are imposed by statute and which should be imposed within the LPA
16.30
> evolving needs of clients
Partner at Bolt Burdon & Chairman of Solicitors for the Elderly
Michael Culver
watch
watch
Tackling intergenerational financial vulnerability and mental ill-health
Tim Farmer, TSF Consultants
keynote
workshop
Practical ideas for engaging with your clients’ beneficiaries
• How to start conversations with your older clients’ beneficiaries, including ideas from advisers around the country
• How advisers can use intergenerational engagement tools
• How collaborating with private client solicitors can be a great way to engage up and down the generations
13.30
> revolution in wealth transfer
Executive Business Development Manager, Octopus Investments
nick bird
Strategic Partnerships Manager
Octopus Investments
charlotte fairhurst
watch
watch
stream 1
stream 2
stream 3
30 nov
03 dec
04 dec
Copyright Intelligent Partnership 2020
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You can find a more detailed agenda in the desktop version of this website.
keynote
Tackling intergenerational financial vulnerability and mental ill-health
• Understanding the correlation between mental health problems and financial vulnerability
• Mitigating the most common negative effects of financial vulnerability
• Responding to the Covid19-driven downturn
11.30
> evolving needs of clients
Founder & Director
TSF Consultants
tim farmer
watch
watch
keynote
Demystifying ESG - a ‘no one size fits all’ approach
• Key insights into impact investing and social awareness
• How the current global market affects your firm and your clients
• Winning ESG strategies - from SRI to SDGs
12.00
> evolving needs of clients
Vice President
American Century Investments
guillaume mascotto
watch
watch
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Head of Financial Services Content, Intelligent Partnership
lisa best
What's
on the agenda
Copyright Intelligent Patnership 2020
Welcome & What's in Store
08.55
Guy Tolhurst, Intelligent Partnership
We've put together a wide ranging agenda of expert keynote speeches, interactive panel sessions, innovative workshops, in-depth fireside chats and problem-solving clinics, all with the aim of fearlessly confronting the issues facing our industry. This event will give you plenty of opportunity to build your own schedule of valuable content.
keynote
keynote
Welcome and What's in Store
Recap of day 1, highlights of the day and delegate incentives
> key theme
8.55
watch
watch
fireside chat
Interacting with estate administration to safeguard estate planning and engage with beneficiaries
• Exploring the role of estate administration, from the perspective of legal and financial planning
• Building strong relationships with estate administrators
• Ensuring estate administrators clearly understand what you have put in place and why
16.30
> revolution in wealth transfer
watch
watch
Public Policy Director
LEBC
Kay Ingram
Next
session
Previous
session
Partner
Gosschalks
Paul Mounce
guy tolhurst
Founder
Indagate Group
workshop
The Covid19 crisis - your questions answered
• How the government will pay for all this stimulus
• Why the stock market has recovered to all-time highs
• Whether we have stolen our children’s future
• How you can protect your client's capital against today’s biggest threats
11.00
> changing face of advice
Investment Director
Ruffer
Duncan MacInnes
watch
watch
Mastering intergenerational estate planning and trust taxation
Mark Green & Mark Lambert, HSBC Life
09.00
workshop
09.30
Estate planning and the intergenerational opportunity
Charlotte Fairhurst & Nick Bird, Octopus Investments
10.00
keynote
Small amounts, big impact
Jake Wombwell-Povey,
Attis Ventures
11.00
keynote
Mastering estate planning advice for blended families
Lilly Whale & Charlotte Coyle, Goodman Derrick
11.30
chat
Taking account of family dynamics to ensure successful successions
Elizabeth Bagger,
Institute for Family Business
12.00
keynote
Tailoring your solutions for intergenerational conversations – values vs total return
Lane Prenevost & David McFarlane, HSBC Asset Management
14.00
keynote
Adding purpose to investment performance – why ESG and sustainability matter to finance and where we stand today
Ray Dhirani (WWf), Whitni Thomas (Triodos Bank), Dr. Gabrielle Walker
14.30
panel
Positioning housing wealth as an asset
Jason Ruse, Key Partnerships Group
15.00
workshop
The implications of the Staveley judgment for pensions and estate planning
Andrea Jones,
Irwin Mitchell
16.00
keynote
What financial planning holds for the next generation of advisers
Taylor Beavis, Universe Financial Advice & Trusted Adviser Magazine
Natalie Wright, Mazars
Farida Hassanali, Paradigm Norton
James Mousley, Mathews Comfort
16.30
panel
Helping your female clients make the best financial decisions
The Covid19 crisis - your questions answered
keynote
workshop
Mary Waring,
Wealth for Women
Duncan MacInnes,
Ruffer
Enhancing the relationship between wealth and happiness
Erik Porter, Cheddr
Chris Budd, Initiative for Financial Wellbeing
Sarah Porretta, Money & Pensions Service
panel
Navigating the dynamics of intergenerational wealth planning
Dennis Harhalakis,
Cambridge Money Coaching
workshop
The end of the accountant - why a revolution is needed
Aaron Townsend,
Habito & Next Gen Accountants
keynote
ESG - mind the gap
Sarah Hendy & Jason Williams
Blackfinch
workshop
Tax-advantaged investments: the past, present and future of due diligence for advisers
Alan sheehan,
MICAP
keynote
Interacting with estate administration to safeguard estate planning and engage with beneficiaries
Kay Ingram, LEBC
Paul Mounce, Gosschalks
chat
17.00
Close of day 2
30 nov
03 dec
04 dec
workshop
Title of workshop
• Text here
This session will discuss:
9.00
> key Theme
Job title
Company
name surname
watch
watch
fireside chat
Title of fireside chat here
• Text here
This session will discuss:
Job title
Company
name surname
Job title
Company
name surname
9.30
> key theme
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panel
Title of panel here
• Text here
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Job title, Company
name surname
Job title, Company
name surname
Job title, Company
name surname
Job title, Company
name surname
9.30
> key theme
watch
watch
keynote
Welcome and What's in Store
• Text here
This session will discuss:
8.55
> key theme
Managing Director
Intelligent Partnership
guy tolhurst
watch
watch
keynote
Estate planning and the intergenerational opportunity
• Understanding the importance of intergenerational planning for advisers, and the crucial role of estate planning
• Adopting cutting edge tech to talk to beneficiaries around the world, and how this can positively impact your business
• Adding value by implementing a process to take on clients’ children
10.00
> revolution in wealth transfer
Strategic Partnerships Manager
Octopus Investments
charlotte fairhurst
watch
watch
keynote
Small amounts, big impact
• Understanding how generational dynamics, the pandemic and Greta Thunberg are increasing the empathy with which younger people invest
• Satisfying the younger generation’s demand for social and sustainable investment
• Leveraging smaller investments to make a big impact
11.00
> evolving needs of clients
Founder
Attis Ventures
Jake Wombwell-Povey
watch
watch
keynote
Helping your female clients make the best financial decisions
• Advising clients who feel overwhelmed and don't fully understand the implications of certain decisions
• Enabling your clients to take informed actions and confidently navigate the financial maze
• Providing more than just technical information - finding different ways to connect with your female clients
11.00
> evolving needs of clients
Elite Financial Concierge
Wealth for Women
mary waring
watch
watch
panel
Enhancing the relationship between wealth and happiness
• Understanding how wealth and happiness are related and how your financial advice can positively impact that relationship
• Enabling your clients to fulfil their potential and care for their families through better money management
• How happier clients can lead to higher client retention for your firm
Founder & CEO, Cheddr
erik porter
Chairman, Initiative for Financial Wellbeing
Chris Budd
Strategy & Insights Director, Money & Pensions Service
Sarah Porretta
Founder & Director, Financial Technology Research Centre
ian mckenna
11.30
> changing face of advice
watch
watch
workshop
Navigating the dynamics of intergenerational wealth planning
• Understanding our relationship with money and how that plays out in the family dynamic
• Facilitating healthy communication around money
• From reactivity to legacy – how to move forward
11.30
> revolution in wealth transfer
Behavioural Money Coach, Cambridge Money Coaching
Dennis Harhalakis
watch
watch
keynote
Taking account of family dynamics to ensure successful successions
• Communicating with families more and earlier to clarify wants and needs
• Understanding how family dynamics impact timing for business owners
• Knowing what are you passing on and when (ownership, management, wealth), and preparing the next generation to take the family business
• Real-life examples of successful succession planning, and how you can tailor best practices to your own situation
12.00
> revolution in wealth transfer
Director General
Institute for Family Business
Elizabeth Bagger
watch
watch
keynote
The end of the accountant - why a revolution is needed
• What type of shift is needed in accountancy as we enter the ‘knowledge economy’ of the 4th Industrial revolution?
• As software is eating the world, how you can prepare to speak in the language of data such as Python or SQL
• How being a operator will prepare you to have conversations from software development to marketing to really understand the flow of money
12.00
> next generation of advisers
Head of Finance
Habito & Next Gen Accountants
Aaron Townsend
watch
watch
workshop
ESG - mind the gap
• Give you a thorough understanding of ESG, highlighting the key facts you need to know
• Demystify the jargon and demonstrate why ESG does not mean lower returns or more expense
• Explain negative and positive screening
• Consider active vs. passive
• Address the key considerations you need to be aware of and asking
This workshop will:
12.00
> evolving needs of clients
Strategic Partnerships Manager
Blackfinch
Sarah Hendy
watch
watch
keynote
Tailoring your solutions for intergenerational conversations – values vs total return
• How intergenerational wealth planning is not just about the product or investment structure.
• Why ESG or Sustainable is more than the portfolio or fund
• Investment solutions to fit client preferences
14.00
> changing face of advice
Global Head Of Discretionary Asset Management & Head Of Uk Multi-Asset
lane prenevost
watch
watch
keynote
The implications of the Staveley judgment for pensions and estate planning
• Recognising the importance of holistic pension and estate planning involving a collaboration of professional advisers
• Carrying out regular reviews of a client’s pension provisions in tandem with reviewing their Wills provisions
• Taking each clients’ circumstances on their own merits, rather than applying a broad brush approach
• Reviewing clients’ pension and estate planning before any issues arise
16.00
> revolution in wealth transfer
Partner
Irwin Mitchell
andrea jones
watch
watch
panel
What financial planning holds for the next generation of advisers
• What is bringing new financial planners into the sector?
• How existing advisers can attract the next generation of financial planners, and keep them in the profession
• What changes do the younger generation of planners foresee?
Financial Adviser, Director & Editor, Universe Financial Advice & Trusted Adviser Magazine
Taylor Beavis
Director, Mazars
Natalie Wright
Family Business Member, Adviser & Founder, Mairi Mickel’s Business Families
mairi mickel
Financial Planner, Paradigm Norton
Farida Hassanali
16.30
> next generation of advisers
watch
watch
keynote
Tax-advantaged investments: the past, present and future of due diligence for advisers
• How the role of due diligence has changed over the last 10 years
• The FCA's focus on this sector, and why this is relevant to your advice process
• How to protect and future-proof your business
16.00
> changing face of advice
Director
MICAP
alan sheehan
watch
watch
fireside chat
Mastering estate planning advice for blended families
• Considering important family law and estate planning issues alongside your clients’ financial, practical and emotional challenges
• Understanding some of the common, and not so common, issues that may arise as you advise and plan for your clients
• Managing the emotional impact of decisions and feelings of entitlement
Private Client Solicitor
Goodman Derrick
Lilly Whale
Family Law Solicitor
Goodman Derrick
Charlotte Coyle
11.30
> evolving need of clients
watch
watch
Head of Distribution
Asset Management, Blackfinch
Jason Williams
panel
Adding purpose to investment performance – why ESG and sustainability matter to finance and where we stand today
• Understanding where we stand in the climate change emergency and how much time we have to make changes
• Getting to grips with ESG drivers and why they aren't going away
• How you can engage with clients who want their investments to have a positive impact
• Considering the future impact of wealth advice on clients, climate and positive social goals
Head of Sustainable Finance & Green Economy, WWF
Ray Dhirani
Strategist and Speaker on Sustainability & Climate Change
Dr. Gabrielle Walker
Family Business Member, Adviser & Founder, Mairi Mickel’s Business Families
mairi mickel
Senior Manager, Investor Relations & Crowdfunding, Triodos Bank
Whitni Thomas
14.30
> evolving needs of clients
watch
watch
Director of Financial Planning, Mathews Comfort
James Mousley
10.30
Networking & one to one meetings
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13.00
Networking & one to one meetings
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15.30
Networking & one to one meetings
Adding purpose to investment performance - responding to increasing demands for ESG & impact investing
Jeffrey Mushens, TISA
Deborah Gilshan, 100% Club
James Dickens, Grierson Dickens
Julia Dreblow, SRI Services
panel
Don’t miss the boat - current opportunities for accountants in personal financial planning
Eric Clapton, Clapton Consultants
Richard Bertin, Tether
chat
panel
Adding purpose to investment performance - responding to increasing demands for ESG & impact investing
• Mastering the regulatory and compliance aspects of ESG and impact investing
• Successfully embedding an ESG strategy within your business
• Choosing the right providers for your ESG solutions:
Technical Policy Director, TISA
Jeffrey Mushens
Director, Grierson Dickens
james dickens
Family Business Member, Adviser & Founder, Mairi Mickel’s Business Families
mairi mickel
Director, SRI Services
Julia Dreblow
Independent Adviser, Founder, 100% Club
Deborah Gilshan
16.00
> changing face of advice
watch
watch
secure your place
workshop
Mastering intergenerational estate planning and trust taxation
• The importance of Wills and the use of Deeds of Variation
• Key insights into packaged trusts solutions (DGT, loan and gift trust) and the taxation of investment bonds
• Real-life case study explaining the taxation of discretionary trusts for income tax and CGT treatment of a collective investment
• Crucial aspects of the Trustee Act 2000 and the legal framework of trustee investments
This session will discuss:
09.30
> revolution in wealth transfer
Tax & Trusts Manager
HSBC Life
Mark green
watch
watch
Executive Business Development Manager
Octopus Investments
nick bird
Lawtech - adapting to the changing face of legal technology
Christina Blacklaws,
Blacklaws Consulting
keynote
Integrating considered care planning products into your clients’ wealth planning strategy
Tish Hanifan, SOLLA
12.30
workshop
Giving your intergenerational plan core strength through protection
Tony Wickenden, SJP
David Mead, Future Proof & SJP Protection Planning
chat
fireside chat
Giving your intergenerational plan core strength through protection
• How to get protection onto the intergenerational wealth planning agenda
• (At least) 3 ways to engage with your clients about protection in challenging times
• Using protection to increase legacy by reducing and providing for IHT
Joint MD, Technical Connection and Executive Director, SJP
Tony Wickenden
Founder, Future Proof and Joint Head of Protection, SJP Protection Planning
David Mead
12.30
> evolving need of clients
watch
watch
keynote
Lawtech - adapting to the changing face of legal technology
• Adopting legal technology solutions to gain significant competitive advantage
• Understanding how lawtech is increasingly relevant to your firm, no matter your size or market
• It's tech but it's not rocket science - how you can adopt transformative technology without being able to code
12.30
> changing face of advice
Consultant, Blacklaws Consulting
Former President, Law Society
Christina Blacklaws
watch
watch
workshop
Positioning housing wealth as an asset
• Use modern equity release as a highly flexible and efficient method of releasing capital for intergenerational lending and gifting
• Bring housing wealth into an advice discussion and position it as an asset class with your clients
• Answer client questions and common objections through the dispelling of equity release myths
• Deliver better outcomes for your customers and new income streams for your firm
15.00
> revolution in wealth transfer
Business Development Director
Key Group
jason ruse
watch
watch
fireside chat
Don’t miss the boat - current opportunities for accountants in personal financial planning
• Stepping out of your comfort zone and into the middle of the advice process
• Actively supporting and advising your clients with a holistic view of their business goals and personal needs
• Embedding the Covid created ‘new normal’ into your strategy, to better serve SMEs and drive your firm’s bottom line
Director, Clapton Consultants and Former Vice Chair, ICAEW
Eric Clapton
Founder & CEO, Tether and ICAEW Personal Financial Planning Advisory Group member
Richard Bertin
16.30
> changing face of advice
watch
watch
The consumer kaleidoscope – adapting financial services to better meet evolving consumer needs
Sheldon Mills, FCA
keynote
keynote
The consumer kaleidoscope – adapting financial services to better meet evolving consumer needs
• The importance of understanding changes in consumer needs, in light of short- and long-term trends
• Where the financial sector’s focus should be to address current changes
• How regulatory strategy should be shaped to ensure consumers’ needs are met
9.00
> evolving needs of clients
Interim Executive Director of Strategy & Competition, FCA
sheldon mills
watch
watch
Head of Onshore Bond Distribution, HSBC Life
HSBC Life
Mark lambert
What's
on the agenda
We've put together a wide ranging agenda of expert keynote speeches, interactive panel sessions, innovative workshops, in-depth fireside chats and problem-solving clinics, all with the aim of fearlessly confronting the issues facing our industry. This event will give you plenty of opportunity to build your own schedule of valuable content.
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30 nov
03 dec
04 dec
Copyright Intelligent Partnership 2020
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You can find a more detailed agenda in the desktop version of this website.
workshop
Integrating considered care planning products into your clients’ wealth planning strategy
• Comprehending the real costs of care
• The planning considerations for minimising the impact on clients' wealth
• Understanding the huge lack of planning for care costs in older people and the opportunity to make a difference
12.30
> evolving needs of clients
Founder & Joint Chair
SOLLA
tish hanifan
watch
watch
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Speakers
Partners
Why attend
Agenda
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Agenda
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Director, Discretionary Wealth Management, HSBC Global Asset Management
david macfarlane
What's
on the agenda
Copyright Intelligent Patnership 2020
Welcome & What's in Store
08.55
Guy Tolhurst, Intelligent Partnership
We've put together a wide ranging agenda of expert keynote speeches, interactive panel sessions, innovative workshops, in-depth fireside chats and problem-solving clinics, all with the aim of fearlessly confronting the issues facing our industry. This event will give you plenty of opportunity to build your own schedule of valuable content.
keynote
keynote
Welcome and What's in Store
Recap of day 2, highlights of the day and sponsor messages
> key theme
8.55
watch
watch
fireside chat
The future of pensions, current engagement levels and where next for younger generations
• How we might look back in 2030 on our achievements as an industry
• What role technology, climate change and communication might have played in helping us to engage a more diverse range of savers
• Practical steps we can take today to encourage the younger generation, and women in particular, to save for retirement
16.30
> changing face of advice
watch
watch
CEO
Redington
Mitesh Sheth
Next
session
Previous
session
Associate, Investment Consulting
Redington
Holly Nardi
guy tolhurst
Founder
Indagate Group
workshop
How you can win more clients with these 15 magic words in social distancing times
• Soft closing skills with the exact words to use
• How you can build solid trust and rapport with potential clients in seconds•
• How to talk directly to the decision part of your prospect’s brain
11.00
> changing face of advice
Executive Business Coach
Bernie de Souza
watch
watch
Keeping your proposition relevant for today's and tomorrow's clients
Heather Hopkins, Next Wealth
09.00
keynote
Intergenerational planning through working with professional connections
Sam Jermy, TIME Investments
09.30
workshop
The crucial role of behavioural insight in intergenerational financial planning
Neil Bage, Behavioural Insight
10.00
keynote
How whistleblowing can be positive for the future of your business
Rebecca Aston, Chartered Insurance Institute (CII)
11.00
keynote
Making your professional advice more inclusive to meet the needs of low value and non-standard clients
Andrew Firth, Wealth Wizards
Anthony Morrow, OpenMoney
11.30
chat
Key tips for building a successful legal practice that attracts and maintains clients
Barbara Koenen
Al Tamimi & Co
12.00
keynote
How wealth managers can optimise wealth transfer for future generations
Jacqueline Lockie, CISI
13.30
keynote
Successful planning for longer lives and more complex families
Marlene Outrim (UNIQ Family Wealth), Jenny Pierce (Solicitors for the Elderly & Wards), Ricky Chan (IFS Wealth & Pensions)
14.00
panel
The unparalleled rise of paraplanners - finding and keeping the best talent
Michelle Hoskin (Standards International), Dan Atkinson (Paradigm Norton), Grant Callaghan (Para Sols), Richard Ley (Research in Finance)
14.30
panel
Building a brighter future for financial advisers and better outcomes for future generations
Keith Richards, Personal Finance Society (PFS), Simoney Kyriakou, FT Adviser
15.30
chat
The future of pensions, current engagement levels and where next for younger generations
Mitesh Sheth & Holly Nardi,
Redington
16.00
chat
Responsible investing - making the most of the momentum
How you can win more clients with these 15 magic words in social distancing times
keynote
workshop
Jack Dominy
Research in Finance
Bernie de Souza
Executive Business Coach
Getting clarity on intergenerational differences and what they mean for your firm
Tara Gillespie, Best Intentions
Elisabeth Bremner, CMS Law
Dr. Jonathan Cribb, Institute of Fiscal Studies & Catherine Foot, Centre for Ageing Better
panel
Reshaping the commercial benefits of professional collaboration
John Gaskell, ICAEW
Denese Molyneux, STEP
Dave Seager, SIFA Professional
Rod Smith, Royds Withy King
panel
Why you should look to run an ESG conscious business
Taylor Beavis, Universe Financial Advice & Trusted Adviser Magazine
keynote
How to explain your ideas in a way that appeals to any client
Graham Shaw,
Vision Learning
workshop
Shifting from just managing wealth to creating the next generation of entrepreneur clients
Guy Tolhurst, Indagate Group
Greg Kyle-Langley, Coutts
chat
17.00
Close of day 3
30 nov
03 dec
04 dec
workshop
Title of workshop
• Text here
This session will discuss:
9.00
> key Theme
Job title
Company
name surname
watch
watch
fireside chat
Title of fireside chat here
• Text here
This session will discuss:
Job title
Company
name surname
Job title
Company
name surname
9.30
> key theme
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watch
panel
Title of panel here
• Text here
This session will discuss:
Job title, Company
name surname
Job title, Company
name surname
Job title, Company
name surname
Job title, Company
name surname
9.30
> key theme
watch
watch
keynote
Welcome and What's in Store
• Text here
This session will discuss:
8.55
> key theme
Managing Director
Intelligent Partnership
guy tolhurst
watch
watch
keynote
Keeping your proposition relevant for today's and tomorrow's clients
• How financial advisers are using tech to engage clients of all ages
• Practical tips on using technology to meet the growing demands of your clients
• ESG integration into the core CIP
09.00
> evolving needs of clients
Managing Director
Next Wealth
Heather Hopkins
watch
watch
keynote
The crucial role of behavioural insight in intergenerational financial planning
• Gaining a deeper understanding of the behavioural characteristics of your clients to create a better financial planning experience
• What happens when the behavioural characteristics of a family collide?
• Harnessing the power of behavioural insights across generations to factor
the human element into your intergenerational planning
10.00
> intergenerational differences
Financial Behaviour Expert
Behavioural Insight
neil bage
watch
watch
keynote
How whistleblowing can be positive for the future of your business
• Understanding the regulatory and reputational risks for your business of poor whistleblowing policies and procedures
• How different generations speak up, and how you can adapt your procedures to best suit their needs
• The future of whistleblowing - what comes next?
11.00
> changing face of advice
Professional Standards Manager, Chartered Insurance Institute (CII)
Rebecca Aston
watch
watch
keynote
Responsible investing - making the most of the momentum
• New research-based insights into how private investors perceive responsible investing and ESG, and which funds they are looking at
• How you can overcome investors' main barriers to investing responsibly
• Using findings from the UK Responsible Investing Study to better serve consumers in this space
11.00
> evolving needs of clients
Senior Research Consultant
Research in Finance
jack dominy
watch
watch
panel
Getting clarity on intergenerational differences and what they mean for your firm
• Insights from recent statistical analysis on current intergenerational differences
• Understanding the implications of not minimising these differences
• Engaging with new ways to improve intergenerational differences
Founder, Best Intentions
Tara Gillespie
Partner, CMS Law
Elisabeth Bremner
Senior Research Economist, Institute of Fiscal Studies
Dr. Jonathan Cribb
Director of Evidence, Centre for Ageing Better
catherine foot
11.30
> intergenerational differences
watch
watch
keynote
Key tips for building a successful legal practice that attracts and maintains clients
• Creating a sustainable business plan for your practice
• Realising the power of connections
• Things you can do now to start making a change for the future
12.00
> changing face od advice
Business Development & Marketing
Al Tamimi & Co
Barbara Koenen
watch
watch
keynote
Why you should look to run an ESG conscious business
• How becoming ethical and sustainable can impact the forces of competitive edge within your business and drive underlying profitability
• Understanding the psychological and causal link between charitable giving and increased profitability within your business, alongside employee engagement
• Combining the knowledge of the above to create a truly intergenerational workforce
12.00
> next generation of advisers
Financial Adviser, Director & Editor,
Universe Financial Advice & Trusted Adviser Magazine
Taylor Beavis
watch
watch
workshop
How to explain your ideas in a way that appeals to any client
• Overcoming the biggest mistakes people make when presenting or explaining their ideas
• Knowing the four questions that are (almost always) in the minds of people as they listen to you
• Gaining rapport quickly with any person or group
• Structuring your information in a sequence that is easy to understand
• Enhancing the chances of a client responding to your call-to-action
12.00
> changing face of advice
Speaking Coach & Author
Vision Learning
Graham Shaw
watch
watch
keynote
How wealth managers can optimise wealth transfer for current and future generations
• How managers around the world are making the most of today's huge wealth transfer waterfall
• The dangers of doing nothing
• Tried and tested ways to get it right for your firm and clients
13.30
> revolution in wealth transfer
Head of Financial Planning
CISI
Jacqueline Lockie
watch
watch
keynote
Evolving your multidisciplinary practices to thrive in the regulatory landscape
• Key developments in the legal service and accountancy markets since 2007
• Latest trends in legal services and accountancy for personal client advisors
• New opportunities down the line – innovation and legislation
16.30
> intergenerational differences
Head of Regulatory Policy, Professional Standards, ICAEW
peter james
watch
watch
keynote
Investing for children to give the next generation a head start
• Why investing for children is so important
• How your clients can benefit from key investment options, including: Pensions, Junior ISAs, bonds and unit trusts
• Intergenerational planning - outright gifting vs. using trusts
16.00
> evolving needs of clients
Tax & Trusts Specialist,
Technical Connection
niki patel
watch
watch
keynote
Compassionate communication in professional services
• Winning communication strategies that fully support your clients
• Practical tips to make your clients feel highly valued
• How to look after own wellbeing after difficult conversations
16.30
> evolving needs of clients
Founder
Guru You
Rebecca Mander
watch
watch
fireside chat
Making your professional advice more inclusive to meet the needs of low value and non-standard clients
• How closing the advice gap can give you access to a pool of potential new clients
• Latest innovations that are facilitating the provision of advice to low value and non-standard clients
• Top tips to commercialise low value and non-standard clients
Chief Executive Officer
Wealth Wizards
Andrew Firth
Founder
OpenMoney
Anthony Morrow
11.30
> evolving need of clients
watch
watch
panel
Successful planning for longer lives and more complex families
• Investigating the complexities of longer life expectancy and increasingly complex family structures
• Integrating the overlapping needs of multiple generations into your clients’ later life planning
Founder & MD, UNIQ Family Wealth
Marlene Outrim
Director, IFS Wealth & Pensions
ricky chan
Board Member Solicitors for the Elderly & Partner, Wards
jenny pierce
14.00
> evolving needs of clients
watch
watch
Compassionate communication in professional services
Rebecca Mander
Guru You
16,30
keynote
Evolving your multidisciplinary practices to thrive in the regulatory landscape
Peter James, ICAEW
keynote
10.30
Networking & one to one meetings
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12.30
Networking & one to one meetings
stream 1
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15.00
Networking & one to one meetings
workshop
Intergenerational planning through working with professional connections
• Realising the benefits of working with other professional advisers such as accountants and solicitors
• Understanding how you can use Business Relief to help build referral opportunities
• Planning scenarios in which Business Relief can work in conjunction with other planning structures and solutions
• Top tips to work more successfully with professional connections
09.30
> changing face of advice
Business Development Director
TIME Investments
sam jermy
watch
watch
panel
Reshaping the commercial benefits of professional collaboration
• How financial advisers, solicitors and accountants can collaborate to learn from one another and drive client satisfaction
• Providing a one stop shop of professional advice to meet the rising expectations of younger investors
• How you can reap the commercial benefits of collaboration between all three professions
Head of Personal Financial Planning, ICAEW
John Gaskell
Managing Director, SIFA Professional
Dave Seager
Chair of STEP England & Wales
Denese Molyneux
Partner Royds Withy King & Co Chair Law Society Wills & Probate Committee
Rod Smith
11.30
> revolution in wealth transfer
watch
watch
fireside chat
Shifting from just managing wealth to creating the next generation of entrepreneur clients
• Embracing a purpose-led approach to supporting enterprise in the UK – not just winning the next pitch
• Building the flywheel that helps everyone - building a rich offering for existing clients and the next generation of entrepreneurs
• How we can work together across professional industries to help UK enterprise survive and thrive
Founder
Indagate Group
guy tolhurst
Head of Banking & Wealth
Management, Coutts
Greg Kyle-Langley
16.30
> changing face of advice
watch
watch
keynote
Smoothing your succession planning
• Insights into the key tax issues around succession in family businesses
• Top tips for structuring a business for succession
16.30
> revolution in wealth transfer
Senior Associate
Burges-Salmon
tim williams
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What's
on the agenda
We've put together a wide ranging agenda of expert keynote speeches, interactive panel sessions, innovative workshops, in-depth fireside chats and problem-solving clinics, all with the aim of fearlessly confronting the issues facing our industry. This event will give you plenty of opportunity to build your own schedule of valuable content.
30 nov
03 dec
04 dec
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panel
The unparalleled rise of paraplanners - finding and keeping the best paraplanning talent
• Knowing where to find great paraplanners and how to keep hold of them
• What does the future hold for the paraplanning profession?
• Developing talent and retaining expertise within your firm
• The ‘what next’ of growing the next generation of financial advisers and planners
Founder & Director, Standards International
Michelle Hoskin
Head of Paraplanning, Para Sols
Grant Callaghan
Head of Technical, Paradigm Norton & Chairman, CISI Paraplanner Interest Group
Dan Atkinson
Founding Director, Research in Finance
Richard ley
14.30
> next generation of advisers
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Investing for children to give the next generation a head start
Niki Patel, Technical Connection
keynote
Smoothing your succession planning
Tim Williams, Burges-Salmon
keynote
stream 2
Shifting from just managing wealth to creating the next generation of entrepreneur clients
Guy Tolhurst, Indagate Group
Greg Kyle-Langley, Coutts
keynote
Smoothing your succession planning
Tim Williams, Burges-Salmon
keynote
stream 3
fireside chat
Building a brighter future for financial advisers and better outcomes for future generations
• Rebuilding the professional advice industry after Covid19
• Moving towards a fairer and more attractive profession in light of levies, insurances and qualifications
• Driving inclusivity, diversification and training within your firm to help close the advice gap
• Encouraging consumers to engage in their financial wellbeing
CEO, Personal Finance
Society (PFS)
keith richards
Editor
FT Adviser
Simoney Kyriakou
15.30
> changing face of advice
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Intergen is an invitation only event. We're keen to have as many advisers, lawyers and accountants along to the event as possible. To see if you qualify for this event, please
register your interest here.
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Sponsorship Enquiries
To enquire about sponsorship opportunities for this event, please contact Chris White, Strategic Partnerships Director
chris@intelligent-partnership.com
The Intergen agenda has been created in collaboration with industry, if you would like to speak at this event please contact Lisa Best, Head of Financial Services Content
lisa@intelligent-partnership.com
Speaking Opportunities
If you would like to discuss a media partnership or have a question regarding this event, please contact Debbie Connelly, Head of Events
debbie@intelligent-partnership.com
Marketing/Event Enquiries
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With huge changes on the horizon, Intergen will uncover the intergenerational differences, perceptions, habits and behaviours around money, spending, saving and investing.
The virtual conference boasts 101 speakers across more than 70 sessions into key advice areas
Most sessions are suitable for financial advisers, planners, lawyers and accountants, but some are specifically designed for legal and accountancy professionals. Look for the 'X' to identify these sessions.
workshops
The chance to engage with effective and practical advice on how to enhance specific areas of your business proposition
fireside chats
Accomplished industry commentators going head to head on the most important issues in the advisory space
expert panels
Experience and expertise from differing perspectives on a host of topics that will shape the future of professional advice
keynote speeches
Invaluable insights direct from industry powerhouses and those in the know
clinics
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Lifetime mortgages - why, when and how?
Staying compliant in shifting realities
Making life easier - back office technology for advisers
Getting it right when a power of attorney is in place
What to watch out for with wills
Optimising how you use your back office systems
Paraplanning pointers
Platform support - iron out your bugbears
Insurance and protection - making it work for clients
Avoiding straying into tax avoidance
Using offshore bonds
Tax technicalities and developments
Advisory services for accountants: delivering business insights
Maximising your income reconciliation processes
File reviews - getting it right
intergenerational differences
changing face of advice
evolving needs of clients
next generation of advisers
revolution in wealth transfer
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15 minutes of free expert professional advice to tackle some of your key bugbears
clinics
With only 10% of sessions delivered by product providers, the focus of intergen is firmly on varied and relevant professional development for advisers and paraplanners.
Learning objectives focus on broadening knowledge to deliver better and more inclusive propositions and client outcomes, helping to uncover the intergenerational differences, perceptions, habits and behaviours around money, spending, saving and investing.
Genuine learning & development
Professional connections
In the complex world of tax and estate planning it’s more important than ever for the professions to work together; to pool their combined expertise to ensure the best outcomes for clients. Intergen uses an AI-powered matchmaking tool to give financial advisers, lawyers and accountants an ideal platform to connect, collaborate and enhance their client propositions.
Networking opportunities
Setting your interests, intentions and availability before an event achieves the best and most time-efficient results. It really couldn’t be easier to profile and identify relevant people, live chat or schedule a virtual meet at a time that suits. Engaging with fellow professionals is just a click away, through the event app, in the networking lounge or via booths.
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Platinum Partner
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mark green
Lane Prenevost
Tax and Trusts Manager
Global Head of Discretionary Asset Management and Head of UK Multi-Asset
HSBC Global Asset Management, the investment business of the HSBC Group, is dedicated to managing assets for a diverse client base from retail and private banking clients to intermediaries, commercial and corporate clients and some of the biggest institutional investors in the world. We have USD528.9bn (June 2020) of clients’ assets under management. We have an asset management presence in 25 location offering a comprehensive range of investment strategies, with expertise across all major asset classes.
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keynote
Tailoring your solutions for intergenerational conversations – values vs total return
• How intergenerational wealth planning is not just about the product or investment structure
• Why ESG or Sustainable is more than the portfolio or fund
• Investment solutions to fit client preferences
03 dec / 14.00
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Platinum Partner
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mark lambert
mark green
Head of Onshore Bond Distribution
Senior Tax and Trusts Manager
HSBC Life is here to help people thrive by supporting them in protecting their families and helping them make financial plans for their today and tomorrow. As a specialist protection and investment bond provider, HSBC Life has over 30 years of experience and offers a selection of competitive Life Protection and Critical Illness products designed to help advisers protect their clients and their families. HSBC has a fully digital offering to help advisers save time, effort and improve the service they offer to their clients.
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Mastering intergenerational estate planning and trust taxation
• The importance of Wills and the use of Deeds of Variation
• Key insights into packaged trusts solutions (DGT, loan and gift trust) and the taxation of investment bonds
• Real-life case study explaining the taxation of discretionary trusts for income tax and CGT treatment of a collective investment
• Crucial aspects of the Trustee Act 2000 and the legal framework of trustee investments
03 dec / 9.30
> revolution in wealth transfer
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Platinum Partner
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nick bird
jason ruse
Job title
Business Development Director
Key Partnerships was formed in 2005 to offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. Their greater purpose is to try to inspire their partners to be passionate about helping homeowners to leverage their financial wealth. Key Partnerships are committed to going the extra mile to achieve this by offering all the support, guidance, education and inspiration their partners need to make this happen.
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in and approaching their retirement. The Group was established in 1998 and it's main activities are equity release, estate planning and annuities.
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Positioning housing wealth as an asset
• Use modern equity release as a highly flexible and efficient method of releasing capital for intergenerational lending and gifting
• Bring housing wealth into an advice discussion and position it as an asset class with your clients
• Answer client questions and common objections through the dispelling of equity release myths
• Deliver better outcomes for your customers and new income streams for your firm
03 dec / 15.00
> revolution in wealth transfer
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Platinum Partner
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jason ruse
stuart wilson
Business Development Director
Strategic Corporate Marketing Director
more2life have grown quickly to become one of the largest lifetime mortgage lenders in the UK, and since their foundation, they have been focussed solely on equity release, supporting advisers and putting their client's needs first. By backing advisers with the technology to accelerate their success - like more2life's online portal, fastpath - advisers can spend less time doing admin and more time focussing on the mission to secure clients the retirement they deserve.
more2life is part of Key Group, one of the leading financial services groups for those both in and approaching their retirement. The Group was established in 1998 and it's main activities are equity release, estate planning and annuities.
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keynote
Keynote: How Equity Release fits into a holistic, modern later life financial plan
• How equity release fits into later life lending and financial planning
• Insights from bespoke research into the later life lending market, its current size and future growth trends
• Available modern lending features and how these can suit a variety of customer needs as part of a holistic financial plan
30 nov / 14.30
Meet our speaker
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> revolution in wealth transfer
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Platinum Partner
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nick bird
charlotte fairhurst
Executive Business Development Manager
Strategic Partnerships Manager
Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today they manage more than £8.6 billion on behalf of over 55,000 investors and have over 1000 employees.
Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, 6 years running.
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keynote
Estate planning and the intergenerational opportunity
• Understanding the importance of intergenerational planning for advisers, and the crucial role of estate planning
• Adding value to your business by implementing a process to take on older clients’ children as new clients
• Adopting technology to talk to beneficiaries around the world
03 dec / 10.00
Meet our speakers
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> revolution in wealth transfer
workshop
Practical ideas for engaging with your clients’ beneficiaries
• How to start conversations with your older clients’ beneficiaries
• Ideas and anecdotes from advisers around the country
• How advisers can use intergenerational engagement tools
30 nov / 13.30
> revolution in wealth transfer
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Practical ideas for engaging with your clients’ beneficiaries
• How to start conversations with your older clients’ beneficiaries
• Ideas and anecdotes from advisers around the country
• How advisers can use intergenerational engagement tools
30 nov / 13.30
> revolution in wealth transfer
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Platinum Partner
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nick bird
sam jermy
Executive Business Development Manager
Business Development Director
TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent and predictable returns. We take a deliberately defensive approach predominantly investing in asset-backed infrastructure, real estate and lending.
Our team has over 25 years’ experience managing Inheritance Tax (IHT) services and today we manage over £750 million for 6,000 clients invested across our range of award-winning IHT services.
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keynote
What the future holds for Inheritance Tax
• Learning from the history of IHT to consider possible future policy
• Understanding the Office of Tax Simplification’s recommendations and the implications these could have for your clients
• Considering the impact of future changes to the IHT regime on your estate planning advice
30 nov / 10.00
Meet our speaker
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> revolution in wealth transfer
workshop
Intergenerational planning through working with professional connections
• Realising the benefits of working with accountants and solicitors
• Understanding how you can use Business Relief to help build referral opportunities
• Planning scenarios in which Business Relief can work in conjunction with other planning structures and solutions
• Top tips to work more successfully with professional connections
04 dec / 9.30
> changing face of advice
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• Intergen2020 is free to attendees
• Intergen 2020 is an invitation only event aimed primarily at solicitors, accountants and financial advisers
• None of the non-sponsor speakers at Intergen2020 have paid a fee to speak
• Intergen2020 sponsors have been allocated speaker slots according to their sponsorship level
• No commissions have been paid for Intergen2020 delegate acquisition
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Sponsorship of Intergen will align your organisation with the biggest challenges facing the future of professional advice, and ensure you are best positioned to help the 1000+ professionals we are gathering meet them.
To find out more about sponsorship packages, contact Chris White, Strategic Partnerships Director at:
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interact
Download useful resources and make contact with their authors from the comfort of your office.
insights
Gain the knowledge you need to grow your business, better serve your clients and secure the future of both.
exposure
collaboration
Engage with our thought-provoking and forward-thinking speakers with the chance to ask questions, learn, innovate, connect and collaborate.
Learn how the latest analysis, trends and ideas are transforming business models and what they could mean for you.
Why sponsor
What can you expect?
• be fully inclusive, involving participants from all corners of the UK who want to help shape the future of professional advice
• allow participants to build a truly bespoke event agenda around their own busy schedules, reflecting their own particular and diverse interests
• facilitate sponsors designing unique experiences for participants, and maximise their own ROI through the collection of detailed analytics on who is viewing their presentations, consuming their content and visiting their virtual booths
• be supported by a dedicated project management team experienced in hosting large-scale virtual events
Intergen 2020 will:
keynote speeches
expert
panels
innovative
workshops
fireside
chats
clinics
virtual
booths
polling
live q&A
detailed
analytics
To find out more about sponsorship packages, contact Chris White, Strategic Partnerships Director at chris@intelligent-partnership.com
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To find out more about sponsorship packages, contact Chris White, Strategic Partnerships Director at chris@intelligent-partnership.com
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