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:  

Eventbrite - Rob advice and the 'Squeezed Savers' SymposiumIoD logoCISI cpd 15.inddCPD-affiliate

  • 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

Speakers details are below 

Nick Eatock founded Intelliflo in 2004, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses. Having worked for 29 years in IT and 18 years in Financial Services, Nick brings an extremely comprehensive blend of experience and knowledge to the industry and will provide insights into how financial advisers and planners can adapt their business models for the NextGen Client needs.

Richard Monks is the Head of Strategy at the FCA. As part of this role, 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. Richard has over 15 years’ experience in regulation, including roles in supervision, policy and enforcement, and as Private Secretary to former FSA Chairman, Lord Turner.

Jason Whyte
 is an Associate Partner at EY in the UK Insurance Sector team specialising in Life & Pensions, Strategy & Operating Model, Thought Leadership and Innovation. Jason contributed to the EY white paper ‘Pensions in 2030’; making saving for retirement attractive for current and future generations and will be presenting key themes and strategies to engage the NextGen in saving for their future. 
Chris Davies is Managing Director of Compliance and Research and Development Consultancy 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 and how FinTech, product and service proposition features and benefits can incentivise savings and investment.