EMPOWERING THE EVOLUTION OF PERSONAL FINANCE
Bookings are now open for our ‘Empowering the Evolution of Personal Finance’ national conference at the National Motorcycle Museum in Birmingham.
This conference isn’t just about keeping up and leveraging the business opportunities ahead - it’s about being empowered to step forward with confidence in an increasingly fast-moving world shaped by economic, geo-political and technology-driven change.
- Hear and interact with senior members of the FCA
- Gain insights and practical ideas from keynote speakers and leading voices from across the profession.
- Explore current business opportunities as well as the bigger evolutionary picture
- Consider how Consumer Duty will continue to shape the future, how advice models are shifting, and what the next phase of change could mean for firms of all sizes.
Join us and fellow professionals...and play your part in shaping the future of your personal finance profession.
Thanks to our Conference Partners for their support
Howden is a leading global insurance intermediary group with employee ownership at its heart. We proudly represent 40+% of independent financial advisory firms across the country and place over £160m of premium into the PI market each year.
Our teams are experts in supporting companies of all sizes, from small regional businesses to multinational household names, ensuring that whatever the size or scope of your insurance requirements, you’ll receive the specialist guidance you need. We are also backed by more than 40 in-house legal, technical and claims experts, meaning you partner with a skilled broker who truly understands your industry and its risks.
Just is the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement. We provide products and services to help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
We’re delighted to be working in collaboration with the Consumer Duty Alliance again this year. These events offer a great opportunity to connect with Alliance members who share a commitment to good practice and positive customer outcomes, as well as with industry experts and the FCA.
Established in 1836, L&G is one of the UK's leading financial services groups and a major global investor, with £1.1 trillion in total assets under management.
L&G’s Retail business helps create brighter financial futures for all our customers. The division covers the savings, protection and retirement needs of our c.12.8 million retail policyholders and workplace members.
As Foundation Affiliates of the Consumer Duty Alliance, we’re a proud partner of the regional conferences. We look forward to meeting you and discussing the role of guaranteed income in retirement planning.
Albemarle is a trusted investment management partner for independent financial advisers. With a disciplined, academically robust approach, we're committed to enhancing advisers' propositions, supporting long-term business growth, and delivering consistent outcomes for clients. Albemarle strives to provide excellent service, ensuring value for money without compromising on quality.
Partnering with the Alliance supports our commitment to upholding the FCA’s Consumer Duty, placing client outcomes at the heart of our proposition and governance processes.
Request a copy of Investors' Guide to Markets, designed to help advisers have better client conversations.
BNY's goal is to build and manage investment strategies that meet the ever-changing needs of our clients. BNY Investments’ model offers specialist expertise from our forward-thinking seven investment firms, with solutions across every major asset class, backed by the strength, scale and proven financial stewardship of BNY.
The past decade has seen a wave of economic, political, and regulatory change, and we're excited to partner with the Alliance on these events to hear how we can help support financial advisers to navigate changing environments and assist them in delivering the client and commercial outcomes they are seeking.
Download our latest Retirement Advice Report.
Foresight Group, founded in 1984 and now a FTSE 250 company with an AUM of over £13Bn, is an Investment Manager specialising in the Tax-Efficient space and Infrastructure. With offices across the UK, Europe and Australia, we leverage our global expertise to drive best outcomes for our clients and valued partners. This could be via our suite of OEIC’s, VCT’s or our market leading Inheritance Tax Solution.
As Consumer Duty continues to take centre stage for advisers, we’re committed to supporting best practice and helping to prevent foreseeable harm to investors.
Melo supports financial advice business owners who want to grow, strengthen or sell without carrying the pressure alone.
Our team brings real experience from building, running and exiting firms, so our support is practical, not theoretical. We help owners improve effectiveness, increase value and prepare for the future, whether exit is years away or already in view.
Acting exclusively for sellers, we open access to credible acquirers, create competitive tension and support better outcomes. With openness, experience and energy, Melo helps owners progress with purpose.
Quilter is pleased to partner with the Consumer Duty Alliance, recognising that Consumer Duty is pivotal to our success. This transformative regulatory shift ensures that customer interests are deeply embedded in our company's culture and operations.
Our commitment shines through in Quilter's financial planning, where we offer high-quality advice and bespoke investment solutions tailored to meet the evolving needs of our customers, fostering compliance with new standards and enhancing trust and transparency.
Simplybiz is the leading provider of technology, business, and regulatory support to the UK retail financial services industry, helping financial professionals operate more effectively and deliver better outcomes for consumers.
Supporting thousands of intermediaries, our end-to-end platform connects and enables the sector to help it evolve to its greatest potential. Driven by our belief in the value of professional financial advice, we exist to help intermediaries create better consumer outcomes.
We look forward to speaking to as many of you as possible at the Alliance conferences, sharing ideas, best practice, and insight as we work towards our shared goal of shaping a better financial future for all.