Each year we present our industry and customer 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 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 customer accumulation and de-accumulation journey, their behaviours, needs, goals & aspirations
- Regulatory directives and how Industry product and distribution service evolution can meet customer needs and encourage saving and investment
- Technology innovation that can facilitate good customer outcomes
Speakers to be announced but below are speakers from previous Engage Insight IoD Symposium’s
Harriet Baldwin is Member of Parliament for West Worcestershire. Prior to politics, Harriet enjoyed a successful 20-year career in finance specialising in currency markets for pension funds. In May 2015, Harriet was appointed Economic Secretary to the Treasury (City Minister) and has taken an active interest in the Financial Advice Market Review. Harriet will be giving her views on government strategy and vision for supporting a savings and investment culture incorporating FinTech and governmental policy
Justin Simler is an investment director within the Multi-Asset team at Investec Asset Management with responsibility for process and product management across the global product range. Prior to joining the firm, Justin was the global head of product management for multi-asset at Schroders Investment Management where he led the development and commercialisation of the product range, working with a broad range of clients across the multi-asset business. Justin will asses investment themes for incentivising an investment culture.
Chris Pitt is head of market analysis at IRESS UK. Chris has 30 years of experience in the Life, Pensions, Mortgage and Household Insurance markets and currently oversees the technology business assessment and implementation team. Chris will be investigating how adviser firms are integrating technology to ensure client-centricity and engagement in the investment and savings planning process