Empowering the Evolution of Personal Finance National Conference in Birmingham

Join us at our ‘Empowering the Evolution of Personal Finance’ national conference at the National Motorcycle Museum in Birmingham.

This conference isn’t just about keeping up and leveraging the business opportunities ahead — it’s about being empowered to step forward with confidence in an increasingly fast-moving world shaped by economic, geo-political and technology-driven change.

We’ll be exploring current business opportunities as well as the bigger evolutionary picture, including where Consumer Duty will continue to shape the future, how advice models are shifting, and what the next phase of change could mean for firms of all sizes.

Our speaker line-up includes senior FCA representatives, with additional high-profile speakers from across the sector to be announced in the coming weeks.

Gain first-hand insight into the FCA's priorities, perspectives and expectations for advice firms, with opportunities for Q&As:

• Keynote: The Regulatory Landscape: Navigating the year ahead with confidence: Sara Woodroffe, Head of Consumer Investments, FCA.
  
  
• The FCA View on Emerging AI Good Practice and where firms could do better, with Q&A session: Vicki Jordan, Manager in AI Policy, FCA

• Keynote: Data, AI and Consumer Duty: Opportunity, Risk and Readiness – Gillian Hepburn, Head of Adviser Solutions, Vanguard UK

• Keynote: The adviser advantage – how trust, expertise and personal relationships continue to set advisers apart - Justine Randall, MD at Tatton Investment Management

• What Does Simplifying Price and Value Really Mean – the FCA perspective, with Q&A session
  
  
• Inside the FCA's Supervisory Toolkit: How Data Shapes Regulatory Decisions

• Small Firm, Big Tech: what's changed, what's worked and what's next - Jane Hodges, Chartered Financial Planner 

• Case study – Delivering good client outcomes when decision-making becomes a concern - Robin Melley, Chartered Financial Planner and Professor Keith Brown.

Join fellow professionals in Birmingham this October for a day of insight, inspiration and practical ideas to support your firm's future success. 

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