Skip Main Navigation
Page Content

Save This Event

Event Saved

EFPA Conference - Robo Advice - Threat or Opportunity

Personal Finance Society

Thursday, 23 February 2017 from 08:30 to 13:00 (GMT)

EFPA Conference - Robo Advice - Threat or Opportunity

Ticket Information

Type End Quantity
EFPA Conference 23 Feb 2017 Free  

Who's Going

Loading your connections...

Share EFPA Conference - Robo Advice - Threat or Opportunity

Event Details

Robo Advice - Threat or Opportunity 

 Personal Finance Society (PFS) and European Financial Planning Association (EFPA) 

 23rd February - Geat Hall, 20 Aldermanbury, London, EC2V 7HY 

 

Due to the rapidly evolving nature of modern technology in the advice market, the Personal Finance Society and The European Financial Planning Association are holding this conference to look closely at the issues.  As so many advisers are now considering the inclusion of FinTec into their proposition, it is important that the Opportunities and the Threats are examined. What level of personalisation is truly achievable and can the algorithms deliver a blended solution?

By attending this event, you will: 

  • Hear from technology leaders and peers from across Europe, enabling you to benchmark your understanding and planned practices.
  • Fully understand the key regulatory, risk and compliance issues facing the provision of ROBO advice
  • Hear directly from the regulators as to what their priorities and key areas of focus are.
  • Comprehend the risks facing both advisory firms and technology providers and how best to combat them. 
  • Gain an understanding of Counter party risk.
  • Get to grips with the latest developments in client facing Technology and learn how they can benefit your business

 

AGENDA


08.30 - 09.30



Registration, exhibition and networking


9.30 – 9.45

 

Chairman’s welcome

Mr. Josep Soler – Alberti – Chairman of EFPA and CEO of the Institut d’Estudis Financers (IEF)

 


09.45 – 10.00



FinTec - Personal Finance Society and EFPA UK 

Mr. Keith Richards, CEO and MD (Engagement)


10.00 - 10.20

 

 

The view  and position on Robo advice of EFPA and Personal Finance Society

 

Mr. Sergio Miguez, EFPA Spain, Institutional Relationships Manager


 10.20 – 10.50

 

The technology involved in Robo advice and what to consider when choosing

Mr. Ian McKenna - F&TRC 

 

 

10.50 – 11.20

 

 Coffee - Exhibition, tool demonstration and networking

11.20 – 12.30

Roundtable debate: 'Threat and Opportunity': robo advice as complementary or competitor to financial advisers. Hear from suppliers and those who wish to protect the public. 

Moderated by the Chairman:

  • On Regulation: Mr. David Lawton, UK Regulatory Advisory practice
  • On Role and Impact of Robo Advisors in Financial Services: Mr. Ben Goss, Dynamic Planners and Mr Nick Eatock, Executive Chairman, Intelliflo
  • On Effect over the client: Mr Guillaume Prache, Better Finance
  • On The Safety of the client: Ms Teresa Fritz, Financial Services Consumer Panel

 

12.30 – 12.45

 

 Q & A - Ask the panel

 

12.45 – 13.00

 

 Chairman's Close - Mr. Josep Soler-Alberti


13.00 - 13.45

 

Lunch and departure


Delegate registration starts from 08:30am with refreshments, and the welcome speech kicks off at 09:30am sharp. The event finishes at 13.00pm. 

Please feel free to forward this event link to any of your colleagues that might be interested. 

Image result for Personal finance society logoImage result for efpa logo

 Image result for josep soler alberti

Josep SOLER-ALBERTÍ,  Chairman, EFPA; CEO, IEF

He is CEO of IEF http://www.iefweb.org  , the leading Spanish banking and financial training center; Chairman of the European Financial Planning Association (EFPA) which he cofounded in 2000, and a board director of EFPA Spain, at present the largest Spanish professional association in the financial sector  with nearly 13,000 full certified members. Josep is a leading promoter of financial literacy in Spain through the coordination of EFEC the largest Spanish project on financial education.

Josep acts also as an independent director of several money management firms. –TreaCapital, Mediolanum Gestión, Mediolanum Pensiones, etc, and manages as well his own firm of financial advice and planning.

He is a regular contributor at several economic newspapers, and at television and radio stations, as well as frequent lecturer at seminars and conferences.


 

Keith Richards, CEO, Personal Finance Society

Keith has over 30 years’ experience within financial services and was appointed Chief Executive of the Personal Finance Society in May 2013. He has led the strategic evolution of the professional body since then, including its enhanced engagement with government and regulatory bodies. Keith was formerly Group Distribution and Development Director at Tenet, where he established a strong media profile. He continues to be a visible figurehead, regularly called upon for comment on financial services issues.

Keith is Chairman of TISA Exco for Adviser Protocol and has represented the intermediary sector on several panels and leadership forums.


 

Teresa Fritz, Senior Policy Manager, Mondey Advice Service

Teresa is currently a Senior Policy Manager for the Money Advice Service.  In addition to her work with the Money Advice Service she is also a Non-Executive Director of the British Insurance Brokers’ Association, an employee representative on Croydon's Local Government Pension Scheme Board and a member of the Income Protection Task Force Executive Committee. Teresa has recently been appointed to EIOPA's Insurance and Reinsurance Stakeholder Group as a consumer representative.

Teresa is currently a Senior Policy Manager for the Money Advice Service.  In addition to her work with the Money Advice Service she is also a Non-Executive Director of the British Insurance Brokers’ Association, an employee representative on Croydon's Local Government Pension Scheme Board and a member of the Income Protection Task Force Executive Committee. Teresa has recently been appointed to EIOPA's Insurance and Reinsurance Stakeholder Group as a consumer representative.


 

David Lawton, UK Regulatory Advisory practice 

David Lawton is a Managing Director with Alvarez & Marsal and jointly heads the firm’s Financial Industry Regulatory Advisory Services practice in London. He previously held roles as Director of Markets and Director of Markets Policy and International at the Financial Conduct Authority (FCA). He was the FCA’s Alternate Member of the ESMA Board of Supervisors, chairing several key international policy committees. He has over 30 years of experience in regulatory and government positions.

“Providing customers with appropriate advice is mandatory for many products. But providing good advice can be expensive. Can technology really help deliver quality for the customer, at lower cost for firms?”


 

Ian Mckenna, Director, Finance & Technology Research Centre (F&TRC)

Ian is a Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives. He believes there has never been a more exciting time to work in the personal finance market and that emerging technology can help advisers and other financial services businesses make a real difference to their client’s financial health. Ian travels the world seeking out those firms that are transforming financial advice and guidance for consumers. He fervently believes that technology will democratise the advice process, expanding its reach from the 15% of the population serviced today, to enable the vast majority of the population to be able to access affordable advice on how to better manage their finances.

Do you have questions about EFPA Conference - Robo Advice - Threat or Opportunity? Contact Personal Finance Society

Save This Event

Event Saved

When & Where


Chartered Insurance Institute
20 Aldermanbury
EC2V 7HY London
United Kingdom

Thursday, 23 February 2017 from 08:30 to 13:00 (GMT)


  Add to my calendar

Organiser

Personal Finance Society

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

  Contact the Organiser
EFPA Conference - Robo Advice - Threat or Opportunity
Things to do in London Seminar

Interested in hosting your own event?

Join millions of people on Eventbrite.

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.