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THE DEADx TALKS #5 – SUITABILITY AND TRUST
November 15 @ 2:00 pm - 5:00 pm£150
GUESS WHO’S BACK?
Once again, the lang cats are returning to our favourite London venue – the Crypt on the Green in fashionable Clerkenwell.
To share what’s on our minds, to put the boot in where it’s needed and to hear from some properly knowledgeable other speakers. This time we’re focusing on suitability and trust in our sector, on the basis that if we can’t nail those two then nothing else matters all that much.
Us (you’re not getting away that easily). We’ll be sharing the results of our first ever State of the Adviser Nation research survey, looking at how advisers are constructing their services and where the opportunities for improvement are.
Claire Walsh, Personal Finance Director of Schroders will join us to give her unique perspective on building trust. Claire was, until a few months ago, a financial planner, and has now joined Schroders to be a voice championing planning internally and externally. She’ll look at trust from the planner point of view, but also talk about how investment companies can play their part, in a sector which systematically distances the client from the people running their money.
Dr Greg B Davies of Oxford Risk will talk about trust and leadership. You know Greg for his high-profile work on behavioural finance, but he doesn’t stop there.
And, just announced, our new speaker:
PAUL RESNIK of Finametrica, part of PlanPlus Global, who’ll take us through what’s going on with the ‘fee for no service’ Australian Royal Commission suitability review. This is costing the Aussie industry eye-watering sums in terms of remediation, and there are plenty of lessons for us in the UK. Paul will share his learnings and his warnings.
Finally, we’ll return to the stage to launch our 2018/19 advised platform guide and give out our (very few) awards for those who are doing a top job.
One big difference this year – we are asking you to pay for your ticket. This is because putting on events in London has become cripplingly expensive and we can’t do it free any more. We also don’t want to take sponsors for the event itself, and no-one ever pays to speak at DeadX. Them’s the rules.
But equally we have no intention of making a profit from the event. And we’d like to do something worthwhile while we’re at it. So from each £150 ticket, £50 will go to MIND as a minimum donation. And if we have any profits from the event, we’ll add those to the pot and pay them across.
COME AND PLAY
We hope you can join us. 2pm – 5pm and then drinks after (thanks once again to GBST for picking up the bar tab). Come and play; we’d love to see you.