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.
Click the bar below to view our confirmed conference speakers
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Speaker Profiles
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Sara Woodroffe
Head of Consumer Investments, FCA
Sara leads supervision and policy across retail investments, financial advice and Consumer Duty.
She has been at the FCA for 12 years and has worked across a broad range of policy, market analysis and regulatory functions focused on consumer protection, lending, payments and sustainable finance.
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Gillian Hepburn
Head of Adviser Solutions, Vanguard UK
Gillian Hepburn is the Head of Adviser Solutions for the Vanguard UK business. She has more than 30 years of experience in financial services, with a career spanning senior roles in business development, intermediary solutions, and strategic partnerships.
She has led the creation of award-winning investment propositions, supported adviser firms with growth and succession strategies, and is a well-known advocate for the advice industry. Her work has earned her recognition including “Woman of the Year – Investment” at the 2023 Professional Adviser Women in Finance Awards.
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Justine Randall
Managing Director, Tatton Investment Management
With 27 years’ financial services experience, Justine is Tatton's Managing Director and leads their distribution, marketing and proposition teams.
A part of the Tatton family for over 8 years, she is a regular industry speaker, raising awareness of MPS overall and championing their goal to bring down the cost of investing.
Justine is a passionate leader and thrives working at the forefront of their distribution teams engaging with their strategic partners and IFA advocates.
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Vicki Jordan
Manager in AI Policy, FCA
Vicki Jordan leads the FCA’s AI Policy team, responsible for developing the regulatory framework for AI in financial services.
With a career spanning financial services regulation, Government and policy, Vicki brings a wealth of experience in navigating complex regulatory landscapes and delivering strategic change, most recently at the intersection of financial services regulation and emerging technology.
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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.
RBC Brewin Dolphin is one of the UK and Ireland's leading wealth managers, with origins tracing back to 1762 and John Dawes' stockbroking firm — a founding business of the London Stock Exchange. Following its acquisition by the Royal Bank of Canada (RBC) in 2022 in a £1.6 billion deal, it now forms the UK and Ireland wealth management arm of RBC Wealth Management, with more than 30 offices across the UK, Jersey and the Republic of Ireland and over £70 billion in assets under management.
RBC Brewin Dolphin's intermediary proposition is built on partnership rather than replacement — advisers retain overall control of the client relationship while RBC Brewin Dolphin provides the investment management behind the advice. The firm partners with around 1,900 adviser firms across the UK, supporting them with a range of investment solutions.
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.
Tatton Investment Management is a ground-breaking investment manager offering market-leading managed portfolio services on platform, that helped change the landscape of investing for IFA clients.
We created a new benchmark for fees and, with our commitment to transparency, allowed advisers and their clients to understand what they actually pay their investment managers for.
We have proven that using a professional investment management firm needn't be difficult or expensive. Working only with IFAs we know that our decisions are in harmony with the long-term goals and financial plans that clients have agreed with their own adviser.
We manage £25 billion of client assets for over 1,200, financial advice firms we have won numerous awards such as Best Discretionary Fund Manager, Best Investment Service Provider and Best Outsourced Investment Management.