Wednesday 27th October 2021
Panel Session: 10.05 – 11.05
This wide-ranging panel session will cover the key drivers that will create threats and opportunities, over the next 12 months and beyond. The continued impact of Brexit, across the whole of Europe, will be debated – alongside the now intertwined impacts of COVID-19 and digitalisation. The latest regulations and consumer trends in the area of ESG will also be discussed, not least in terms of assessing the consequences of both on business models, best practice and suitability. There will also be a deliberation on the future of retirement and investment planning, and risk management. Underpinning all of this will be an analysis of the impact of technology at all points across the financial advisory spectrum. The below diverse and highly expert panel will provide unique insights.
Clive Moore founded IDAD in 2002 and has worked in the investment sector for over 30 years, specialising in structured investments for most of that time.
He is also a director of boutique investment management firm 8AM Global.
Craig Reeves, Founder of Prestige Funds has over 25 years’ experience in financial services as a professional investment manager, trader and investor of alternative investments, hedge funds, capital markets and real estate.
Chair of the Financial
Vulnerability Task Force
THE FINANCIAL VULNERABILITY TASK FORCE
Keith Richards is Chairman of the Financial Vulnerability Taskforce which was set up in January 2021, as an Independent body which has created a Charter to help both firms and individuals address the vulnerable circumstances in life we all face, whilst also meeting the expectations of regulatory standards and expectations. Prior to this Keith was Chief Executive Officer of the Personal Finance Society (PFS) and evolved the role and purpose of the professional body to become the largest in Europe with a growing international presence from its office in Hong Kong. Keith was also Chief Membership Officer for the Chartered Insurance Institute and had responsibility for its group membership strategy as well as the development of CII-Hong Kong and strategic relationships across Asia Pacific. With over 30 years’ experience operating at executive level, Keith is regularly called upon for comment and contribution both home and abroad by various organisations, including governments, regulators and media.
Keith established a strong media profile whilst representing one of the UK’s largest IFA Networks (Tenet Group) as Group Distribution and Development Director, prior to which he was Head of Retail for the largest mutual insurance company in the UK, Royal London Group. Actively engaged in the promotion of Insurance and financial services within the UK and internationally as a profession, he has contributed to the
boards of AIFA, APFA and AMI.
He also sat on the board of the European Financial Planning Association (EFPA), Chaired the Pension Advice Taskforce, is a member of various government and regulatory working groups and recognised as one of the Top 100 Influential figures Internationally, by International Adviser.