Supporting the industry

Delivering your proposition - 17 November 2011

• Key note speaker Ernst & Young,  provided a consultant's view on the developments and share ideas for a successful transition
• Simply Biz and F&C Investments shared how their organisations are preparing for RDR and how they are supporting wealth managers
• Attendees were the first to see how Proposition Management can be done within Dynamic Planner

Breakfast 8.00 am. Seminar 8.45 - 10.45am

Please contact us to find out more about future events.

This Autumn, we also presented at the following roadshows 

We are also pleased to have supported a number of client and industry events over the Autumn. Attendees had the opportunity to find out about risk profiling and assessing suitability and to receive a free lite version of our risk profiling with Dynamic Planner

• 20 September - Preston (with Prudential)
• 21 September - Manchester (with Prudential)
• 22 Septembver North of Birmingham (with Prudential)
• 29 September - Edinburgh (with Prudential)
• 29 September - Manchester (with LV=)
• 30 September - Glasgow (with Prudential)
• 4 October - Leeds (with Prudential)
• 6 October - Birmingham (with Prudential)
• 7 October - Leicester (with Prudential)
• 11 October - Kent (with Prudential)
• 12 October - Surrey (with Prudential)
• 13 October - Gatwick (with Prudential)
• 14 October - Buckinghamshire (with Prudential)
• 18 October - Norwich (with Prudential)
• 19 October - Newmarket (with Prudential)
• 19 October - Harrogate ((with Money Marketing)
• 20 October - London (with Prudential)
• 25 October - Newcastle (with Prudential)
• 26 October - Essex (with Prudential)
• 27 October - Belfast (with Prudential)
• 1 November - London (with Money Marketing)
• 3 November - Bristol (with Money Marketing)
• 8 November - Birmingham (with Money Marketing)

Copies of the Money Marketing slides can be downlaoded from their site. Click on the logo below.

'New Product Propositions for Retail Financial Services' Conference on 29 September

Run by Westminster and City, this was the 2nd annual conference on designing and developing new product propositions. The 2011 focus was on risk, regulation and RDR.

Ask us for a copy of our presentation.