Future Finance Exchange: Opportunities from the Advice Guidance Boundary Review

Join us for the third Future Finance Exchange: Opportunities from the Advice Guidance Boundary Review!

This quarterly series of networking and thought leadership events, brings together industry professionals to discuss key topics shaping the financial sector.

Our upcoming session will focus on the Financial Conduct Authority’s Advice Guidance Boundary Review, and delve into the detail explored through our whitepaper. This review has been billed as ‘game changing’ in the way firms would be able support the financial lives of consumers, with the potential to vastly increase the scope of advice beneficiaries, beyond just high net worth individuals.

The event will give you an opportunity to get first-hand access to our ‘AGBR’ Whitepaper which outlines the opportunities and challenges coming down the line for financial service providers as a consequence of the FCA consultation. We’ll delve into the insights, which capture perspectives from FinTechs, financial product providers, platforms, legal teams and policymakers on how the sector is preparing for change. Furthermore, we will be leading an expert panel on the topic of regulation and innovation in the financial services sector.

Panellists

• Nathan Long | Senior Policy Analyst · Hargreaves Lansdown
• Sophie Legrand Green | Policy Executive · TISA
• Prakash Chandramohan | Divisional Director - Business Development & Consumer Duty · St. James's Place
• Dr. Eleanore Hickman | Senior Lecturer in Law · University of Bristol
• Simon Ripton | Volunteer Director · Nottinghamshire and Lincolnshire Credit Union

Key discussion points will include:

• How firms anticipate adapting to regulatory shifts
• The role of trust, technology, open banking, and data sharing in shaping the future of financial advice
• Challenges and opportunities in navigating evolving regulatory landscapes

What's In It For You?

• Stay informed: Get the latest Future Finance updates, including upcoming opportunities and initiatives.
• Expand your network: Connect with Future Finance members, industry professionals, and academic experts.
• Gain exclusive research insights: Be among the first to explore findings from our latest white paper on regulatory trends in financial services.

Agenda

Don't miss the opportunity to gain insights, network with peers, and explore strategies to enhance organisational efficiency.

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Future Finance part of a programme called Next Generation Professional and Financial Services, delivered by Innovate UK and ESRC (Economic and Social Research Council).

This programme aims to help professional service sectors, including accounting and law, and the financial service sectors, including insurance, lending, advisory and payment services, develop and use digital technologies.