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DT Annual Conference slides 2015

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Dynamic PlannerPublished: 10 March 2015

Please click the images below to download the speaker presentations:

Conference Key Note

Ben Goss, CEO, Distribution Technology 

b.g keynote


Opening address: The challenges and opportunities of the new pension reforms for clients and advisers

Dr. Ros Altmann CBE, independent expert on consumer finance, pensions, retirement,
care funding and economic policy.

Ros Altman

Case study – Using technology to enable suitable, profitable outcomes

Chair: Ian McKenna, Director, Finance & Technology Research Centre

  • Warren Page, Chief Executive, Towergate Financial
    Building a Robust & Efficient Review Process.pdfv1

    Break out 1:

    Suitable retirement income planning post pensions’ reform

  • Chair: Nick Edwards, Fellow of the Institute of Financial Planning, Fellow of the Personal
  • Finance Society and a Chartered Financial Planner
  • Heather Richards, Investment Analyst, Distribution Technology
  • Julian Hince, Technical Development Director, M&G Investments
  • Neil MacGillivray, Head of Technical Support, James Hay Partnership
  • David Owen, Key Account Manager, HSBC Global Asset Management LtdSuitable retirement income

    Break out 2:

    Delivering a profitable, suitable ongoing service
    Chair: Campbell Edgar, Past President of the Institute of Financial Planning and a
    member of the IFP’s examination and certification committee.

  • Jim Henning, Principal Consultant, International & Investments, Distribution
  • Technology
  • Ross Mackinnon, Business Development Manager, UK Institutions & Strategic
  • Accounts, Schroders
  • James Smith, Key Account Development Manager, AXA Wealth
  • John Stopford, co-head of Multi-Asset, Investec Asset ManagementDelivering a profitable, suitable ongoing service.pdf v1

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