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Retail Investor 2022

About the event

Boring Money is back, live, in action on 28th September 2022 in the City, London, for our half-day conference to bring you all the latest news, insights, data and discussion on all things retail.

We will be hosting a collection of industry experts and speakers to unpack some of the most critical questions for our industry as we manage growth and opportunity, with market downturns, consumer scepticism and increasing regulatory demands.

Sign up today for your limited free place to join us between 08.30 and 13:00.

Retail Investor 2022Retail Investor 2022

Agenda

08:00

Arrival and Registration

09:00 – 09:30

Retail Investor Update

Holly Mackay, Founder & CEO, Boring Money

09:30 – 09:40

Sustainable Disclosure

Gwil Mason, Senior Associate, ESG Policy and Advisory, FCA - under invite

09:40 – 10:15

Sustainable Investing Panel

Rob Gardner, Director of Investments, SJP

Gwil Mason, Senior Associate, ESG Policy and Advisory, FCA - under invite

We’re in the field right now tracking changes in appetite, understanding and behaviours with retail investors – greenwashing is worrying people but recent performance lows are seemingly not putting them off. Sustainable funds are second only to UK equity funds in terms of future consideration. What should good disclosures look like moving forwards, which proof points do we need, and how do we develop products to map to our target audience preferences?

10:15 – 10:30

Social Proof for Decision Making

Mikhail Ismail, Head of Marketing, Boring Money

10:30 – 11:00

Coffee Break

11:00 – 11:40

The Changing Face of Advice Panel

Ruth Handcock, Chief Executive Office, Octopus Investments

Andrew Firth, Chief Executive, Wealth Wizards

If consumer duty is about tabling better outcomes, where does nudging and stronger guidance fit in and how are things shaping and evolving? What role does digital and hybrid play? And what do consumers actually want and trust? How quickly will digital grow and what barriers need to be overcome first?

11:40 – 12:00

Fireside Chat

Holly Mackay, Founder & CEO, Boring Money

Christopher Woolard, Partner, Chair of the Global Regulatory Network, EY- under invite

Holly will be interviewing Christopher on his views on where the Consumer Duty came from. What is driving the regulator? How should firms think about something so encompassing on a practical level? What to focus on, outcome testing and more.

12:00 – 12:45

Consumer Duty Panel

Richard Wilson, CEO, interactive investor/abrdn - under invite

James Rainbow, Head of UK Distribution and Latin America, Schroders

Christopher Woolard, Partner, Chair of the Global Regulatory Network, EY- under invite

We have until the end of October to come up with the plan of attack! How are advice firms, platforms and asset managers tackling this? How do you set out and measure good outcomes? And what do our customers really value?

13:00

Event Ends

Register for free!

Speakers

Additional information

Who is it for?

Advisers, platforms, fund managers, advice firms, providers, consultants, press and anyone interested in retail investors.

When is this event?

The event will take place on Wednesday, 28th September, 2022. Registration 8am with the main event to run until 1 pm.

Where is it?

The Schroders Auditorium, 1 London Wall Place, London, EC2Y 5AU.

Register for free!