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FTAdviser Innovation Masterclass

Harnessing innovation to grow and nurture your business

London |
Speakers include:
Dan  Jones

Dan Jones

FTAdviser

Ruth  Handcock

Ruth Handcock

Octopus Investments

Ben Goss

Ben Goss

Dynamic Planner

Overview

Our half-day innovation masterclass aims to help advisers develop new ways of generating business to better meet client needs. In a new age of industry disruptors and non-traditional approaches to managing client demands and needs, it has become crucial for financial advisers to think outside the box and become competitive entities. Hear directly from industry leaders on utilising new technologies to optimise performance, marketing your USP using the latest techniques and how to drive new leads to grow your business year-on-year.

During the morning, FTAdviser journalists, leading investment manager Octopus, and renowned industry disruptors will discuss key issues impeding innovation in the financial advice space and how this can be overcome.

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fallback Add to my Calendar 10/17/2019 08:30:0010/17/2019 13:40:00trueFTAdviser Innovation MasterclassOur half-day innovation masterclass aims to help advisers develop new ways of generating business to better meet client needs. In a new age of industry disruptors and non-traditional approaches to managing client demands and needs, it has become crucial for financial advisers to think outside the box and become competitive entities. Hear directly from industry leaders on utilising new technologies to optimise performance, marketing your USP using the latest techniques and how to drive new leads to grow your business year-on-year.During the morning, FTAdviser journalists, leading investment manager Octopus, and renowned industry disruptors will discuss key issues impeding innovation in the financial advice space and how this can be overcome.FTAdviser-Innovation-Masterclassf5c37037046ee4d2bcda2621f7fca910MM/DD/YYYY

FULL OVERVIEW

Our half-day innovation masterclass aims to help advisers develop new ways of generating business to better meet client needs. In a new age of industry disruptors and non-traditional approaches to managing client demands and needs, it has become crucial for financial advisers to think outside the box and become competitive entities. Hear directly from industry leaders on utilising new technologies to optimise performance, marketing your USP using the latest techniques and how to drive new leads to grow your business year-on-year.

During the morning, FTAdviser journalists, leading investment manager Octopus, and renowned industry disruptors will discuss key issues impeding innovation in the financial advice space and how this can be overcome.

Key topics include:

  • Changing your mindset to constantly innovate
  • Utilising the right tools to generate new leads and acquire new clients
  • Driving activity through the most effective marketing channels
  • Technology and the future of financial advice
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CHAIR & MODERATOR (1)

Dan  Jones

Dan Jones

Editor-in-Chief
FTAdviser

SPEAKERS (9)

Ruth  Handcock

Ruth Handcock

CEO
Octopus Investments

Ruth Handcock is Chief Executive Officer at Octopus Investments with overall responsibility for retail products and fundraising. Prior to this she was founding employee at Tandem, a new UK challenger bank, and was responsible for achieving their banking licence and overseeing proposition and company build. Ruth started her career with 8 years in strategic consultancy before joining Bacardi as Finance Director of their Martini & Cognac portfolios.

As part of her career, Ruth spent a year working in the Ministry of Trade in Sierra Leone to attract overseas investment and still oversees the running of a primary school in Freetown. Ruth is Governor and Founder at Bolingbroke Academy, a non-selective state secondary school and is also involved in the FTSE 100 Cross-Company Mentoring program helping increase female participation on Boards.

Ben Goss

Ben Goss

CEO
Dynamic Planner

Ben Goss is CEO of Dynamic Planner and has more than 20 years’ experience at the forefront of financial services. Since co-founding Distribution Technology (DT) in 2003, he has overseen the creation and growth of Dynamic Planner to become the leading provider of risk and asset allocation-based investment process to IFAs. Ben is a former Ernst & Young Entrepreneur of the Year and winner of the Deloitte UK Fast 50, which recognises the 50 fastest-growing UK tech companies.  He is a regular speaker at industry events, including the Treasury’s International FinTech Conference on his passion for helping advice firms deliver suitable investments and advice, and he is author of Catching the FinTech Wave, published in 2017, a guide to adopting FinTech and transforming financial planning firms.

Laura Janes

Laura Janes

Founder
Uniquity

Following a career immersed in financial services marketing at Lloyds, AXA and the Bath Executive MBA scheme – Laura has built specialist expertise and a formidable reputation for her consultative work in the financial sector. Supporting ambitious businesses in strategy, marketing and branding. Laura founded Uniquity in 2016 to provide inspiring marketing support on a flexible basis.

Uniquity is on a mission to build better financial services brands that reach the customers that matter. In turn, they empower financial services professionals and their clients to achieve the success they deserve.

A proven performer at engaging high-net-worth clients and building online propositions, today Laura leads a cross-purpose team in offering a complete marketing solution for your business.

Kevin  Sloane

Kevin Sloane

Senior Policy Advisor
PIMFA

Kevin Sloane joined PIMFA in September 2017. In his role as a Senior Policy Adviser, Kevin focuses on market operations, shareholder engagement and taxation and supports the Operations and Retail Markets Committees and various working groups.

Over the course of a 30+ year career in financial services, Kevin has worked at Coutts & Co., London Stock Exchange, Misys, Thomson Reuters, APCIMS and most recently in the sales and marketing team at JHC Financial. Kevin is a member of the CISI Wealth Management Forum Committee.

Piers  Evans

Piers Evans

Chief Commercial Officer
AtomInvest

Piers Evans is Chief Commercial Officer at AtomInvest, EMEA’s first digital alternative investment solutions platform which is democratising access to private equity, venture capital and hedge funds. Before joining AtomInvest, Piers worked in senior business development roles at Cinnober and IHS Markit. Piers has a Masters in Computer Science from Birkbeck, University of London and a BA from the University of Durham.

Mark  Loosmore

Mark Loosmore

Executive General Manager – Wealth
IRESS

Mark has over 30 years of experience in the Financial Services Technology market, working for NCR, AT&T and Focus before setting up AT8 Group, a specialist IT/ecommerce consultancy for financial services. During his time at AT8, Mark wrote a weekly technology column for Professional Adviser and appeared regularly on the conference speaking circuit. Mark joined Iress in November 2011 as part of the UK executive team and currently leads the UK Wealth division of Iress.

Tessa Lee

Tessa Lee

Managing Director
moneyinfo Limited

With 20 years experience in the Financial Services industry including 9 years at 1st Software (now Iress), and 2 years at FinQS, Tessa has worked closely with a wide range of clients from Employee Benefits Consultancies, National IFAs and Networks to Mortgage Brokerages and smaller Financial Advisory and Financial Planning companies. She has directed a number of large scale programmes, delivering bespoke solutions for Wealth Management and Workplace clients, including two of the UK’s largest employee benefits consultancies.

Tessa has extensive programme and project management experience and holds a number of the CII Financial Planning qualifications from FPC to Business Financial Planning. She is a secret geek, big reader of books, loves good food & wine, and sings badly. In her spare time, you might find her being interviewed in a stunt plane or rapping to Vanilla Ice at a National Conference (visit our blog to find our more!).

Elizabeth Basten

Elizabeth Basten

Chief Marketing Officer
Wealth Wizards

Liz has worked in marketing for over 25 years and gained a masters in strategic marketing in 2017. Her career has involved time spent in both in-house marketing lead roles in financial services, technology, retail, manufacturing and public sectors. Liz also spent 7 years as a digital transformation consultant for the FS sector and for 2 years also ran the marketing services teams and onsite marketing studios for Barclays and Barclaycard on behalf of Communisis. Liz has also led innovation consultancy labs for brands including BT, Proctor & Gamble, Axa;  connecting the tech innovators with large corporates to transform their digital customer experiences.

Giulia  Lupato

Giulia Lupato

Senior Policy Advisor
PIMFA

Giulia is a Senior Policy Advisor working on a wide range of regulatory and strategy matters such as markets integrity, data protection and digital innovation both at UK and EU level.  She is also an active member of the International Regulatory Strategy Group and runs a number of PIMFA Committees and working groups. Since joining PIMFA (then known as the Wealth Management Association) in February 2015, Giulia has been actively advocating on behalf of the wealth management and financial advice industry with regulators and other government departments and bodies.Giulia’s previous work experience includes advisory roles in a family office and an international law firm, as well as a short stint as insolvency specialist in her native Italy. Giulia holds both Italian and English law degrees as well as a postgraduate degree in institutional relations. Giulia is a member of the Chartered Institute of Securities and Investments.

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Agenda - 17th Oct

  • 8:30am
    Registration
  • 9:00am
    Opening remarks

    Dan Jones, Editor-in- Chief, FTAdviser

  • 9:05am
    MINDSET

    Think Big: Implementing the ‘innovation’ mindset 

    • What is innovation?
    • Why can innovation lead to such big shifts in performance?
    • How do you prepare to innovate? Three key steps
    • How do you implement?  Four critical questions.
    • What role does technology play?

    Ben Goss, CEO, Dynamic Planner

  • 9:30am
    COLLABORATION AND TECHNOLOGY

    The back-office revolution: Working with the right partners to take your business further

    • Effectively working with partners to make the best use of technology for your business
    • Overcoming integration challenges and using best of breed technology to support different business needs
    • How to achieve great adoption of your new technology from internal users and external clients

    Tessa Lee, Managing Director, moneyinfo

  • 10:10am
    Technology and the future of financial advice
    • Investors’ attitudes to technology
    • The future of tech in financial advice
    • How advice firms might embrace technology in the future

    Ruth Handcock, CEO, Octopus Investments

  • 10:35am
    Morning Refreshments Break
  • 11:05am
    MARKETING

    Client Engagement: Building your marketing tech stack - how to attract the next generation

    • New channels and engagement methods
    • Using technology to make client onboarding frictionless
    • Optimising your overall marketing experience

    Laura Janes, Founder, Uniquity

     

  • 11:30am
    INTERNAL AFFAIRS

    Panel Discussion: Is business efficiency the missing piece of the puzzle for advisers?

    This panel discussion will look at how innovation can help intermediaries control costs and scale up effectively

    • Leveraging digital advisers to improve reach and distribution of financial advice to the mass market, working alongside human advisers to bridge the advice gap
    • Using technology beyond a market access tool to minimise labour and streamline processes

    Elizabeth Basten, Chief Marketing Officer, Wealth Wizards
    Piers Evans, Chief Commercial Officer, AtomInvest
    Mark Loosmore, Executive General Manager – Wealth, IRESS

    Panel moderated by Dan Jones, Editor-in- Chief, FTAdviser

  • 12:10pm
    INNOVATION VS REGULATION

    What the regulator wants, and what’s good for your firm: finding the middle ground

    • Regulation creates opportunities
    • GDPR and Operational Resilience
    • Communicating with clients

    Kevin Sloane, Senior Policy Advisor, PIMFA
    Giulia Lupato, Senior Policy Advisor, PIMFA

  • 12:35pm
    Closing remarks

    Dan Jones, Editor-in-Chief, FTAdviser

  • 12:40pm
    Lunch

PRESENTED BY (1)

FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser and Money Management magazines, whose content feeds directly into the site.

SPONSORED BY (1)

Octopus Investments provides products and services that help financial advisers and investors achieve more of their goals.

For an adviser, that can mean winning new clients by offering them something they haven’t seen before, as well as providing existing clients with a broader range of solutions.

For an investor, it can be getting a better interest rate on cash savings, finding the right growth companies to invest in, or passing more wealth to the next generation by reducing the impact of inheritance tax.

As an investment manager, Octopus manages products in the following areas:

  • Inheritance tax investments that qualify for Business Property Relief (BPR).
  • Venture Capital Trusts (VCTs).
  • Growth-focused funds.
  • Multimanager funds.
  • Property-backed lending.
  • Cash management, a service that helps investors earn better interest rates on their cash savings.

Financial advisers describe Octopus as an innovative partner who can help them grow and transform their business.

Investors say they like knowing their money is having a positive impact on the world, whether that’s financing new renewable energy sites, building state-of-the-art healthcare facilities, or supporting the growth of promising UK companies.

Since 2000, Octopus has invested in the ideas, people and enterprises that might one day change the world, something it continues to do today, managing £8 billion for its customers.

VENUE

Bracken House
1 Friday Street
London EC4M 9BT

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CONTACT US

Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times
Claire Harris
Senior Marketing & Communications Manager
FT Specialist
Sarah Fal
Event Content Producer
FT Specialist