Five sessions to look out for at PA360 Digital

Rory Percival on DB transfer suitability

Finishing up Day 1 of the conference is regulatory gamekeeper-turned-poacher Rory Percival, who will be discussing defined benefit transfer suitability. Or perhaps more specifically, the differences between what the Financial Conduct Authority considers to be suitable and compliant advice and what the sector thinks is correct. It is definitely a keynote speech to tune into. 

Fair pricing in financial services panel

Kicking off day 3 on Friday 10 October we have a fair pricing panel, chaired by PA columnist and Sandringham Financial Partners CEO Tim Sargisson. He will be joined by Cervello Financial Planning director Chris Dames, Nexus IFA CEO Kerry Nelson and Schroders Personal Wealth head of compliance Nick Evans-Rakowski. The four will discuss what good and fair prices look like in financial services and financial advice in what should be an intriguing discussion. 

View the whole programme here

The next generation of financial advisers panel

In another panel choc-full of financial planners, three panellists will discuss the opportunities and challenges of being below the average age of financial advisers. NextGen Planners co-founder Rohan Sivajoti will be an active chair alongside boosst's Chloe Moran and Holland Hahn & Wills' Amyr Rocha-Lima as they discuss building their careers, businesses and more in the advice profession.

Intergenerational wealth transfer - opportunity or nightmare? 

Billions and even trillions in assets will be passed down between generation in the next 30 years and so, in this talk, Schroders' Gillian Hepburn will look at the opportunities advisers have to make the most of their client books. The intermediary solutions director will also look at understanding the next generation of clients and the delivery of an advice proposition, as well as supporting family conversations and the impact Covid-19 might have the topic. 

Financial Wellbeing

In a topic that is gaining more and more traction, The Initiative for Financial Wellbeing co-founder Chris Budd will take a look at exactly what financial wellbeing is and how it should be incorporated into the financial advice conversation. Budd, who literally wrote the book on financial wellbeing, will explore how it can help advisers make their clients happier as well as wealthier. 

To find out more about the conference and its programme click here.

• Tweet  
• Facebook  
• LinkedIn  
• Send to  

• Topics
• Your profession