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2015 Conference Zone

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Dynamic PlannerPublished: 10 March 2015

Welcome to DT’s 2015 conference zone!

Distribution Technology’s 2015 annual conference looked at the issues for wealth managers and financial planners as we approach a year of great change from the opening out of the pension regime to a General Election, with the conference zone you can find out all the information discussed.

The conference examined:

  • The importance of suitability – how far have we come and what does the regulator expect in 2015 and beyond?
  • What does “good” look like in terms of ongoing provision of services?
  • The importance of suitability around retirement income solutions
  • How can advisers deliver on suitability efficiently and cost- effectively?
  • What do clients want and need?

We had a 5 star list of speakers including the FCA’s Rory Percival and Simon New, Director of EY’s Wealth & Asset Management practice and the keynote given by Dr. Ros Altmann CBE the Government’s Older Workers Business Champion on implications of pensions’ reform.

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