Boring Money 2025 - Change and Growth
Change is inevitable, Growth is optional.
Back for its fourth year, Boring Money’s annual client conference looks at the latest regulatory changes in the market and explores the challenges and opportunities for investment and pension providers.
Wednesday, 10th September 2025
Time: 8:30am – 1:00pm
M&G, 10 Fenchurch Avenue, London, EC3M 5AG
What to expect:
This year, we will be exploring how key regulatory changes will change the strategic landscape for the industry in 2026 and beyond.
In particular, we will consider how the ongoing impact of Consumer Duty, the new communications regime, and also Targeted Support will present both opportunities and threats for the industry.
You will hear from experts on:
The changing face of retail distribution – what does the end customer want and need in 2025?
The Consumer Composite Investments Regime (CCI) – how to better communicate product information, performance, risk and charges
Delivering targeted support – what do the first steps look like?
Register your interest
This year's event is reserved for clients of Boring Money and is strictly invite-only. Please contact events@boringmoney.co.uk if you're interested in attending.
Holly Mackay
CEO, Boring Money
Robbie Constance
Head of Wealth Management Regulatory, DWF Law
Michael Lawrence
Consulting Lead, Bovill Newgate
Jonathan Lipkin
Director, Policy, Strategy and Innovation, The Investment Association
Helena Wardle
Founder & CEO, Money Means
Ben Hampton
CEO, Wealth Wizards
Emma Douglas
Managing Director, Workplace, Aviva
Ruth Handcock OBE
CEO, Octopus Money
Nike Trost
Head of Department - Asset Management and Pensions Policy, Financial Conduct Authority
Clare Francis
Director, Barclays
Event details:
Boring Money 2025 - Change and Growth takes place on Wednesday, 10th September from 8:30am to 1:00pm at M&G Investments, 10 Fenchurch Avenue, London, EC3M 5AG. This half-day conference brings together leading voices from across the investment and pensions industry to explore the changing face of retail distribution and the potential for targeted support.
Join us for expert panels, practical insights, and networking opportunities.
Wednesday, 10th September 2025
Time: 8:30am – 1:00pm
M&G, 10 Fenchurch Avenue, London, EC3M 5AG
Agenda:
09:00 – 09:25 | Introduction
CEO Holly Mackay will share the latest insights on the consumer. How will the regulatory reforms impact them? What are the challenges ahead and where are the commercial opportunities which present a "win:win" for consumers and providers?
Holly Mackay | CEO, Boring Money
09:25- 09:55 | The C-Suite Debate
A helicopter view of growth of how senior leaders are thinking about change and growth in light of new regulations and a changing consumer market.
Speakers under invite
09:55 - 10:00 | Soapbox 1 – Vulnerable Customers
Under invite
10:00 – 10:30 | Here comes Targeted Support - the Compliance View – what might go horribly wrong!?
Robbie Constance | Head of Wealth Management Regulatory, DWF Law
Michael Lawrence | Consulting Lead, Bovill Newgate
10:30 – 10:35 | Soapbox 2 – Make it Beautiful, Stupid!
Under invite
10:35 – 11:00 Coffee
11:00 - 11:30 | CCI – A Spotlight on Good Communications
Tackling the three thorny issues of price, performance and risk, our panel will share ideas on how the industry needs to rethink these key concepts.
Under invite - Claer Barrett | Consumer Editor, Financial Times
Jonathan Lipkin | Director, Policy, Strategy and Innovation, The Investment Association
Georgiana Brown | Research Director - Boring Money
11:30 -11:35 | Soapbox 3 - The AI Adviser
Helena Wardle | Founder & CEO, Money Means
11:35 – 12:00 | The FCA
The FCA will update us on their latest thinking and ambitions for targeted support.
Nike Trost | Head of Department - Asset Management and Pensions Policy, Financial Conduct Authority
12:00- 12:30 | Targeted Support – the game changer
A Panel Discussion.
Ben Hampton | CEO, Wealth Wizards
Emma Douglas | Managing Director, Workplace, Aviva
Clare Francis | Director, Barclays
Ruth Handcock OBE | CEO, Octopus Money
12:30 – 12:45 | Concluding thoughts
Holly Mackay | CEO, Boring Money