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7IM Summit 2020 - Edinburgh

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Location

Waldorf Astoria

Princes Street

Edinburgh

EH1 2AB

United Kingdom

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Event description
Join us for the 7IM 2020 Summit Series where we consider what the next decade holds for the financial advice industry.

About this Event

* Please note this event is for investment professionals only *

Experience a fresh new format as six speakers take to the stage for a fast-paced look at what we should all be considering to ensure we adapt to the changing financial services environment.

08.30 Registration and breakfast

09.15 Welcome – Robert Darling, 7IM

09.30 7 pictures that explain the world – Haig Bathgate, 7IM

10.00 I’m a financial planner, give me your DNA – Ian McKenna, FTRC

10.30 7IM crystal ball: Race you to the bottom? – Verona Kenny, 7IM

11.00 Coffee & networking

11.30 Maximising pension contributions in today’s challenging world – Claire Trott, Technical Connection

12.00 Grow your own: Challenges faced by financial planning firms in attracting new entrants to financial services - Stuart Walker, Johnston Carmichael

12.30 From pitch to practice: How learnings from the rugby pitch can benefit your advice firm – Andy Nicol

13.00 Closing remarks

13.15 Buffet lunch

The 7IM Summit events qualify for 3 hours CPD.

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Date and Time

Location

Waldorf Astoria

Princes Street

Edinburgh

EH1 2AB

United Kingdom

View Map

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