The Federation of European Independent Financial Advisers


Every Wednesday in November, commencing at 5pm GMT, we will be holding a unique event, exclusively available to our members.

These will be less formal than our webinar series and each will focus on a separate, major theme.

Casual attire is fine and feel free to have a drink to hand, if you wish (alcoholic or otherwise).

For every evening, there will be a couple of 5-minute opening talks given by two of our Partner companies. This will commence and frame the subsequent discussion. You can be as involved as little or as much as you wish. If you simply want to listen to the views expressed that is fine. Equally if you have questions or would like to express your own views, that will be actively encouraged.

Two of our other Partner companies will also be present, ensuring that at least 4 experts will be “in the room” each time.

Questions can be forwarded ahead of the event or simply asked during it. They can be either voiced on the night or simply typed into the chat function. All will be explained at the start of each event.

The series comprises of:

Wednesday 4th November: “Brexit!”
A wide-ranging discussion will take place, about the likely and possible effects of Brexit on markets, economies and the delivery of advice. It’s certainly not just about passporting, although that will be covered as well, of course.

Wednesday 11th November: “Business Models and Best Practice”
Regulation, COVID-19 and technology are all huge drivers impacting the present and future financial advice landscape – and that’s before we even consider Brexit. Amongst other things, we will look at what best practice might look like, the likely future demands of consumers, and how tech can optimise what our sector achieves.

Wednesday 18th November: “ESG, Regulation & Suitability”
ESG is clearly a huge area of interest – not least for consumers and regulators. Given the forthcoming regulations, the first of which will indirectly impact the advisory sector as early as March next year, what do advisers need to do, to be prepared; not only to meet compliance requirements but also the demands of prospective and existing clients. We will find out.

Wednesday 25th November: “Retirement Planning & Risk Management”
A retirement time bomb already existed across Europe, of course, and a global pandemic is only going to exacerbate that issue. How can the advisory sector best show its worth to potential savers, advise clients efficiently in a highly-regulated and difficult environment, and deal with investment risk, not least those during the decumulation phase? An insight will flow from the discussion.