Platforum II

We will be holding our second conference in London on 21-22 October 2008 at Café Royal in London. Please contact us about speaking or sponsorship opportunities. The conference has been timed to coincide with the adnitor UK Platform Awards dinner in conjunction with CWC Research.

Highlights of this event include:

“The Big Debate”—4 IFAs who do not use platforms or who are yet to choose platforms tell us why this is. Are today’s platforms little more than glorified Excel spreadsheets? Directors from leading platforms try to convince them about the merits of using a platform solution. Can platforms really assist IFAs deliver better service to their customers?
Personal Accounts—the opportunities these present for platforms and asset managers.
What's new in the platform world—we hear from the latest platform entrants and also about the latest web technology for communicating with our customers. Apparantly blogs are yesterday’s news!
“Challenge Platforum”—the 90 minute business case for wrap. Starting with a blank piece of paper, we invite an IT provider, a tools provider and a data provider to explain what they do and how these pieces all fit together to build a wrap proposition. Taking comments and contributions from all delegates to ensure we cover all critical components we aim to build a business case for a wrap in 90 minutes.

Confirmed speakers include:

Our IFA Panel

Peter Craddock, Commercial Director, The Skipton Group
Paul Paxton-Doggett, National Head of Financial Planning, Grant Thornton
Adrian Shandley, CEO, Premier Wealth Management
Gavin Tisshaw, Chairman, EAS

Senior Speakers

David Dalton-Brown, Executive Director, FundsNetwork
Gordon Davidson, Joint MD, Jupiter
Charlie Eppinger, CEO, Cofunds
David Ferguson, CEO, Nucleus Financial Group
Paul McMahon, Managing Director, AXA Distribution Services
Richard Saunders, MD, IMA
Tom Sheridan, CEO, 7IM
Geoff Towers, Chief Executive, Standard Life
Steve Tully, Sector Leader, FSA
Bill Vasilieff, CEO, Novia Financial Services

To register click here

Platforum I

We held or inaugural conference at the QEII Centre, London in February 2008. Speakers included:

Dan Waters, Director of Retail Policy, FSA
Geoff Towers, Chief Executive, Standard Life Savings Ltd
Paul McMahon, Managing Director, AXA Distribution Services
Peter Mann, CEO, Bankhall Investment Associates

The full programme can be viewed here.