The Industry Forum on the

ADVICE
MARKET

Implementing FAMR
New Advice / Guidance Definition
FSCS Funding and PII

This conference has already taken place but you can order the event visuals and sound track from our Information Centre

  • Date & Time
    8th Jun 2017
  • Location

    London Marriott Hotel 

    Canary Wharf 

    London 

    E14 4ED

Conference Overview

Advice is one of the core priorities for the FCA with FAMR, the flagship policy to reform advice, launched last year. Four bodies were tasked with delivering the 28 FAMR recommendations: the FCA, HM Treasury, the Financial Ombudsman Service and the Financial Advice Working Group.

One year on from the FAMR, the Advice Market faces new developments and challenges: the Asset Management Market Study, the debate around pricing and charges, the pensions dashboard, new definitions and terms for advice and guidance, regulatory costs for firms including debate on FSCS funding, the Suitability Review, the thematic review on the treatment of long standing customers and changes to ISAs and pension allowances. All these will impact providers and advisers.

Presentations and debate will cover the new definition and terms of advice/guidance, the FCA consultation and PII and FSCS funding, new insights from the Advice Unit and Project Innovate and how a guidance proposition might work in a regulated business. Debate will also centre on how the recent FCA consultations, market studies and reviews will impact product development and advice as the industry moves towards implementing the FAMR objectives by 2019.

The speaker line-up includes senior representatives from:

FCA
FAMR GUIDANCE ADVICE PANEL
STANDARD LIFE
EVESTOR
LV
FIDELITY
OLD MUTUAL WEALTH
IRESS
O3 INSURANCE SOLUTIONS
BEALE AND COMPANY SOLICITORS
FOS
EY

 For full details please request the brochure.

The conference is being held at the London Marriott, Canary Wharf, London E14 4ED. Tel 020 7093 1000. This London Marriott is a five star hotel in the heart of the financial district of Canary Wharf, overlooking the water. It is of modern, spacious design with a purpose built function room. It is conveniently located near Canary Wharf and West India Quay stations on the DLR. Please click here for a map and directions.

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What is Included

The Standard Delegate Ticket at £650 + VAT total £780 includes speaker documentation, printed copies of visuals, refreshments on arrival, mid-morning and mid-afternoon, pre-lunch drinks, lunch with wine and the post conference pack.

The Multiple Delegate Ticket at £545 per person covers exactly the same as the standard ticket but at a reduced rate where three or more delegates from the same company are registered at the same time.

The Special Rate Ticket is applicable to small IFA firms, at the discretion of the organisers. Please call 020 7582 6516 for details.

Lunch is included with all registrations and is an important part of the day’s networking. If you have special requirements (vegetarian, dairy free, no shell fish etc) we can cater for you if we know in advance. Please use the message facility or call us on 020 7582 6516.

What is Not Included

Travel to and from the venue and overnight accommodation if required is the responsibility of individual delegates and not included in the registration fee. If it is required it must be separately booked. Because prices charged by London hotels change almost daily we are unable to quote firm room rates. Apart from the anticipated occupancy levels on any specific date, rates vary according to when the booking is made. We are, however, able to make suggestions of nearby hotels worth considering. We shall be happy to assist with any queries if you call 020 7582 6516.

Terms and Conditions. The full fee becomes payable on registration and should be paid prior to the event. Terms of business are in accordance with the Late Payment of Commercial Debts (Interest) Act.

Payment. The full fee becomes payable on registration and should be paid prior to the event. The preferred method of payment is bank to bank transfer or debit card. If required we are able to accept payment by credit card but are obliged to apply a 2% fee to cover bank charges.

Cancellations, in writing only, received and acknowledged 14 clear days prior to an event are subject to a 10% cancellation fee. Registrations or cancellations made within the 14 day period prior to an event are payable in full in all circumstances.

Substitutions. There is no extra charge for substitutions as long as we are notified before the conference starts and any replacement is from the same company. Substitutions for part of the conference only are not possible.

No Sharing or Splitting. Each registration applies to one named person only. Registrations cannot be shared or split between different people even if they are present for different parts of the day.

Non-Appearance on the day is chargeable, whether or not the invoice has been paid.

Programme Changes. Every effort is made to keep to the published programme but occasionally speaker, venue or timetable changes are unavoidable. The right to change arrangements without liability is reserved and no liability is accepted for consequential loss.

If you wish to promote your brand, product or service at the event we have a range of competitively priced packages available. Please click here for more details.

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If you are unable to attend the conference but would like to know what was discussed, you can pre-order the event soundtrack and visuals from our Information Centre

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