Retaining clients across generations: Not so long ago, a wealthy client’s relationship with their financial adviser or investment manager would simply be passed onto the next generation along with the client’s wealth – but that no longer automatically holds true. Our research shows the next generation investors are likely to be more enquiring, to take recommendations from their peers, engage in FinTech and to seek alternative advice options – which means there needs to be a compelling reason to remain with the incumbent adviser. Our Autumn 2018 Symposium focuses on our latest research into 'Baby Boomers' and 'Millennials' savings and investment preferences and how advice and wealth management firms can engage both to ensure their wealth is retained. Seats come with a complimentary copy of our research paper and are limited. CPD is available.

IoD Symposium Speakers:

Nick Eatock: Founded Intelliflo in 2004, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses. Having worked for 29 years in IT and 18 years in Financial Services, Nick brings an extremely comprehensive blend of experience and knowledge to the industry and will provide insights into how financial advisers and planners can adapt their business models for the NextGen Client needs.

Richard Monks: Is the Head of Strategy at The FCA. As part of this role, Richard has developed the FCA Mission and oversees the FCA’s annual strategy setting and prioritisation round. Current initiatives include developing the FCA Strategy on Climate Change and Intergenerational issues. Richard has over 15 years’ experience in regulation, including roles in supervision, policy and enforcement, and as Private Secretary to former FSA Chairman, Lord Turner.

Jason Whyte: is an Associate Partner at EY in the UK Insurance Sector team specialising in Life & Pensions, Strategy & Operating Model, Thought Leadership and Innovation. Jason contributed to the EY white paper ‘Pensions in 2030’; making saving for retirement attractive for current and future generations and will be presenting key themes and strategies to engage the NextGen in saving for their future.

Phil Young: is an experienced company director with a history of working in the financial services industry. Detailed understanding of financial advisory businesses, risk management and merger and acquisition in this sector.

Catherine Morgan: Is a 'NextGen'financial planner and will discuss her experience in building financial planning and money coaching services to meet Millennial clients needs and objectives. Catherine has expertise in educating women on how to be financially confident and is seen and heard in local and national media.

Hayley Tink: is a Chartered Financial Planner and Certified Money Coach who combines the twin disciplines of financial planning and money coaching to provide a unique service to her clients. She helps clients understand their behavioural patterns so they can make empowered financial decisions. Hayley also works as a mentor to graduate trainees at who are making their first entry into the profession.

Chris Davies: is Managing Director of Compliance, Research and Development Consultancy Engage Insight and RegTech Model Office. Chris specialises in retail financial services ensuring businesses focus on and develop key strategies that enhance the customer experience, ensuring client-centric services and compliant and profitable businesses. Chris will deliver our market research and how FinTech, product and service features and benefits can incentivise savings and investment

Notes on ticket sales: Tickets will be available online through this website and delivered as an e-ticket. This ticket must be presented on the day. Refunds are available until 7 working days prior to the event, after this, no refund can be made.