Product governance - what it is and why it is so important to advisers - will be the focus of consultant and former FCA technical specialist Rory Percival when he takes the stage at Professional Adviser's inaugural PA360 event next week.
Taking place at The Brewery in central London on 24 April, this exciting all-day conference will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers - ‘You and your business', ‘You and your clients' and ‘You and your profession'.
Percival will discuss the new FCA Handbook ‘Product Intervention and Product Governance' - known for short as ‘PROD' - which sits at the heart of the regulator's approach to advisory firms. In his session, he will explain what the new handbook says, why it is so important to advisers and what firms should do about it. You can watch Percival preview the conference by clicking on his picture above.
Other speakers you can hear on the day include PlanPlus Global director and FinaMetrica co-founder Paul Resnik, who will focus on risk in the context of retirement goals; and Technical Connection head of pensions strategy Claire Trott who will join CTC Software managing director and co-founder Nigel Chambers and pensions & retirement consultant Richard Parkin discussing ‘DB transfers in the era of pension freedoms'.
Meanwhile, in ‘The art of Wow - driving extreme client loyalty', Janus Henderson Investors learning & talent development partner Scott Black will cover, among other things, the single biggest reason satisfied clients switch financial advisers - and why it is not performance - and offer a step-by-step process for turning high-value affluent clients into ‘raving fans'.
Other well-known names appearing at PA 360 - the full programme of which may be viewed here - include futurist Graeme Codrington on the world of work and multi-generational workplaces, TISA global head of industry policy liaison Peter Smith on regulation, guidance and advice, and Lord Digby Jones on the potential outcomes of Brexit.
To reserve your free place or to find out more about this special event, please click here
Change on FCA register
£500,000 annual fee income
Data by LinkedIn
£42m assets under influence
Up a fifth on 2015/16