Each year we present our industry and consumer based research via thought leadership symposiums at the Institute of Directors. We focus on highly topical issues affecting the industry and customers alike. The aim is to provide data and evidence that will enable organisations to build stronger, more compliant and client-centric propositions and empower employee and client engagement. By attending you will receive CPD, a copy of our research paper which includes all customer research on their needs, along with case studies supplied by Symposium speakers. Below is our next Symposium themes and content:
Intergenerational Wealth: Retaining clients and their wealth across generations. Thursday November 8th 2018
Institute of Directors New Broad Street London 13:00-17:00
Continuing our research into the much-lauded changes to the pension rules and ISAs, the FAMR, the rise of the Robots and automated advice, Engage Insight’s 2018 Autumn Symposium will tackle the key issues at play that will affect the industry and its customers. Click on the register now button for early bird tickets.
Our research and speakers will cover:
- The changing client journey, what ‘baby boomers’ want and how this differs (drastically) from what Millennials say they need
- Regulatory directives and how industry product and distribution service evolution can meet client needs and encourage saving and investment
- Technology that can facilitate good customer outcomes and enable firms to engage current and next-generation clients
Nick Eatock founded Intelliflo, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses. Nick will provide insights into business models for the NextGen Client needs.
Richard Monks is the Head of Strategy at the FCA. Richard has developed the FCA Mission and oversees the FCA’s annual strategy setting and prioritisation round. Current initiatives include developing the FCA Strategy on Climate Change and Intergenerational issues.
Jason Whyte is an Associate Partner at EY. Jason contributed to the EY white paper ‘Pensions in 2030’; making saving for retirement attractive for current and NextGen.
Catherine Morgan: Is a ‘NextGen’ planner and will discuss her experience in building financial planning and money coaching services to meet Millennial clients needs and objectives. Catherine has expertise in educating women on how to be financially confident and is seen and heard in local and national media.
Hayley Tink: is a Chartered Financial Planner and Certified Money Coach who combines the twin disciplines of financial planning and money coaching to provide a unique service to her clients. She helps clients understand their behavioural patterns so they can make empowered financial decisions.
Phil Young: is an experienced company director with a history of working in the financial services industry. Detailed understanding of financial advisory businesses, risk management and merger and acquisition in this sector.
Chris Davies is Managing Director of Compliance and Research agency Engage Insight and founder of RegTech platform Model Office. Chris will deliver market research into what challenges and opportunities Baby Boomers and Millenials see in engaging the retail financial service industry.
