Presentations
London 15th, 16th - Manchester 17th, 18th September
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9:10am Chairman’s opening comments
Harrogate - John White
9:00am Chairman’s Opening Comments
Holly Mackay – Managing Director of The Platforum
9:05am Keynote speech –
Jon Everill –Proposition Director, Bluefin
9:40am Aligning interests of client, adviser and provider
Mark Polson – Head of Customer Management, Standard Life
10:20am Platforms: Moving into the mainstream?
Ian Thomas – AXA Distribution Services
Please email Bronwyn Sharples at bsharples@dealersgroup.co.uk to request a copy of this presentation.
11:15am Due diligence, risk management and value enhancement
Geoff Mills – Partner, Rayner Spencer Mills
11:55am Technology: The changing face of platforms
John Martin – Managing Director, Præmium
Stuart Anderson- Director, arm (London only)
Bryan Beeston- Director, Legacy Asset Systems
12:30am What can UK advisers learn from the US experience?
Mike Linskey – Director, Fincision
2:00pm Platform Due Diligence & Impact of RDR
Hugo Thorman- Ascentric (London only)
Rob Beverley – Strategic Account Manager, Ascentric (Manchester only)
To receive a copy of Ascentric’s presentation, please email marketing@ascentric.co.uk
2:40pm Strategies for migration and registration
Clive Waller –Managing Director, CWC Research
3:15pm How do I improve earnings quality by owning the client proposition?
David Moffat – Group Executive, IFDS
4:00pm ‘Dragons Den’ - Panel
Four providers present a 7-minute live demo of their product. Following immediately after each provider’s presentation, the panel will have 5 minutes to ask questions about the product. Afterwards, the providers will form a panel and take questions from the floor.
Panelists:
• Paul Armson – Prestwood Software
• Phil Young – Threesixty
• Tina Weeks – Financial Weeks
• Christopher Marsham – RK Shipman Ltd (London)
• Andy Gadd – Lighthouse
5:00pm How can you use social media marketing to add value to your IFA business?
Philip Calvert – Founder of IFA Life
Platforms ½ day Workshop
Phil Billingham – Consultant, Threesixty
You will need the free Adobe Acrobat Reader software to view the program.