Consumer Duty – The Sequel
As we approach the implementation of the Consumer Duty, firms are now working on what this looks like post 31st of July. As this shifts from project to ‘Business As Usual’, there are still many unanswered questions across the investment and pensions sector.
Event details:
Boring Money invites you to join them and industry speakers from asset managers, platforms and advice firms as we consider where to from here.
Location: Schroders, 1 London Wall Place, EC2Y 5AU
Time: 08:30 am - 12:30 pm BST
Date: Tuesday, 12 September 2023
Confirmed speakers include:
Holly Mackay
Founder & CEO, Boring Money
Chris Woolard CBE
Financial Services Regulation Leader, EY EMEIA
Steven Levin
CEO, Quilter
Kat Patton
Head of Proposition and Market Research, Hargreaves Lansdown
Ed Dymott
Managing Director of Wealth, Benchmark
Claude Kurzo
Country Head UK & Head Financial Intermediaries EMEA, J.P. Morgan Asset Management
Kevin Doran
Managing Director & Chief Investment Officer, AJ Bell
Mandeep Bhandal
Consumer Duty Lead, The Investment Association
Agenda:
08:30 – 09:00 | Arrival and coffee
09:00-09:20 | Introduction – Meet the Consumer | Holly Mackay, CEO, Boring Money
09:20 – 09:35 | How should we communicate with customers? – communicate with your target customer compliantly and effectively towards building strong relationships | Georgiana Brown, Research Director, Boring Money
09:35 – 10:05 | Consumer Duty – How Did They Do and Where To From Here? | Panel discussion with Chris Woolard CBE, Financial Services Regulation Leader, EY; Mandeep Bhandal, Consumer Duty Lead, The Investment Association
10:05 – 10:25 | Uncovering and measuring value – understanding and overcoming the Perception Gap | Devin McCune, VP Fiduciary and Compliance Services, Broadridge; Jim Adams, Head of Research, Boring Money
10:25 – 11:00 | Coffee
11:00 – 11:35 | Consumer Duty In Practice – challenges and opportunities | Panel discussion with Kat Patton, Head of Proposition and Market Research, Hargreaves Lansdown; Ed Dymott, Managing Director of Wealth, Benchmark; Margo Jensen, Managing Director - Legal & Compliance, BlackRock
11:35 – 12:10 | Moving ahead with Consumer Duty – the broader strategic backdrop | What are the major changes we will see over the next 5 years which will shape the industry? | Panel discussion with Claude Kurzo, Country Head UK & Head Financial Intermediaries EMEA, J.P. Morgan; Kevin Doran, Managing Director & Chief Investment Officer, AJ Bell; Steven Levin, CEO, Quilter
12:10 – 12:25 | Concluding remarks | Holly Mackay, CEO, Boring Money