The Evolution of Financial Planning and Raising Standards Together - Edinburgh

Join the Consumer Duty Alliance and the FCA at this unique free-to-attend regional conference on Wednesday 11th June 2025 at the Sheraton Grand Hotel, Edinburgh, giving firms of all sizes the opportunity to:

• Interact directly with the FCA.
• Discover the secret to faster growth with Brett Davidson.
• Get insight from a variety of subject matter experts and practitioners.
• Network with other financial professionals and our professional partners.

Dedicated to the dynamics and needs of directly authorised firms and appointed representative firms, the day’s content is focused on sharing good practice, helping firms evolve and achieve greater success.

Agenda

8:30am – Registration

9:30am - Welcome - Gillian Hepburn, Commercial Director at Benchmark

9:40am - Consumer Duty & Evolution of Financial Planning - Keith Richards

9:50am - Intro - New Era of Regulation - Nick Hulme, Head of Department, Advisers, Wealth and Pensions at FCA

10:05am – Foreseeable Harms in the Advice Process - James Macaulay, Senior Pension Transfer Specialist at FCA

10:35am - Keynote - The Secret to Faster Growth - Brett Davidson, FP Advance

11:15am - Break, Networking and Exhibition Partners

11.45am – Technology from a Practitioner’s Perspective - Jane Hodges, MD at Money Honey Financial Planning

11.55am - Succession Planning and a New Talent Alliance – Tom Hegarty, Chair of the New Talent Alliance and CEO at Simplybiz

12.05pm – Showcasing Consumer Duty Outcomes Good Practice – Partner panel

12:35pm - Intergenerational wealth and gender transfer - Vanessa Barnes, Chartered Financial Planner at Hannay Wealth LLP

12.45pm –Demystifying vulnerability - Robin Melley, Chair of the Financial Vulnerability Taskforce, Founder and Managing Director at Matrix Capital Ltd

13.00pm - Lunch, Networking and Exhibition Partners

14.00pm - A Focus on Vulnerability - FCA interactive case study session

15:00pm – The Four Outcomes of Consumer Duty – FCA Team with Andy Kirby, Founder and Director at Money Alive, and Michael Lawrence, Consulting Lead at Bovill Newgate

15:45pm - Closing Remarks, Gillian Hepburn

Refreshments on departure