20 Aldermanbury, London EC2V 7HY

Tel: +44 (0)20 8530 0852

2018 Financial Planning Symposiums

Bolton: 14/11
London: 22-23/11​

© 2018 The Personal Finance Society

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bolton

14/11 The bolton whites

Registration and exhibition opens. Breakfast session from Aviva - 'Digital Advances'
 

08:00

Registration

Welcome to the 2018 Financial Planning Symposiums
 

09:30

Sarah Cruddas

President's Introduction
 

09:45

John White

The Professional Force Awakens - A New Hope
 

09:55

Keith Richards

Difficult to see, the future is

10:10

Dr Frank Witte

How can you help clients make sense of an uncertain future?

10:45

Jason Whyte 

Coffee break and chance to visit the Exhibition
 

11:15

Break

The force of technology and how it’s shaping the future of advice delivery

11:50

Abbie Knight

Do, Or Do Not - There Is No Try

12:20

Brett Davidson

The power of invisible wealth

12:50

Steve Bee

Lunch and a chance to visit the Exhibition
 

13:30

Lunch

Now, witness the power of this fully operational cash-flow plan

14:30

Rory Percival

The outlook for the UK economy beyond Brexit

15:00

Professor Trevor Williams

Cleared for take-off
 

15:30

Mandy Hickson

Wrap-up and close
 

16.10

Sarah Cruddas