Agenda

08.30am	Registration opens with breakfast in the exhibition hall
09.35am	Chairman’s Welcome: Paul Robertson, editor, cover magazine
09.40am	Building financial capability in the UK: An update on the national strategy How does the Thoresen Review on Money Guidance (or Generic Financial Advice) relate to regulated financial advice? How does Money Guidance relate to other Financial Capability work? How are plans to implement it going? Confirmed speaker: Vyv Bronk, Head of Strategy and Partnership, Financial Capability Division, FSA
10.00am	Interactive voting: delegates will vote on relevant, timely issues followed by a vote on which topics the speaker panel will discuss
10.25am	Panel discussion: Speakers: Vyv Bronk, head of strategy and partnership, Financial Capability Division, FSA Tom Baigrie, managing director, Lifesearch Andrew Francis, director of client management, Munich Re Alison Turner-Holmes, director of marketing, Scottish Provident Paul Wood, UK intermediary sales director, Pioneer
11.00am	Morning coffee
11.30am	The prognosis for protection: A Reassurer’s view Speaker invited by Scottish Provident: Stuart Paton-Evans, general manager, business development, Hannover Re
11.50am	Increasing customer confidence in income protection: A practical Approach Confirmed speaker: Mark Jones, head of protection marketing, Friends Provident
12.10pm	The day our lives changed... Protect what matters the most Confirmed speaker: John Crutchley, sponsored by LV=
12.30pm	Workshop sessions
	Workshop 1 Reducing non-disclosure in protection Speaker: Mark Richards, business development manager, AXA Protection Account, Axa	Workshop 2 Increasing awareness of the direction in which menu products are moving Speaker: David Warren, business development manager, LV=	Workshop 5 How cash plans and dental plans can complement your protection business Speaker: Debbie Roberts, national intermediary consultant, Healthsure	One to one business meetings to run concurrently with workshop sessions and lunch (12.30pm-2.30pm)
	Workshop 3 Understanding mortgage protection and opportunities for the future Speaker: Mark Godding, sales development manager, Individual Protection, Aegon	Workshop 4 Increasing customer confidence in income protection: Your views Speaker: Ed Stuart-Brown', head of protection sales, Friends Provident
1.00pm	Lunch and Networking
2.00pm	Workshops are repeated
	Workshop 1 Reducing non-disclosure in protection Speaker: Mark Richards, business development manager, AXA Protection Account, Axa	Workshop 2 Increasing awareness of the direction in which menu products are moving Speaker: David Warren, business development manager, LV=	Workshop 5 How cash plans and dental plans can complement your protection business Speaker: Debbie Roberts, national intermediary consultant, Healt hsure
	Workshop 3 Understanding mortgage protection and opportunities for the future Speaker: Mark Godding, sales development manager, Individual Protection, Aegon	Workshop 4 Increasing customer confidence in income protection: Your views Speaker: Ed Stuart-Brown', head of protection sales, Friends Provident
2.30pm	Building your protection business and understanding the credit crunch Confirmed Speaker: Mark Meads, head of sales, Individual Protection, Aegon
2.50pm	Bridging the protection gap to ensure long term market success Confirmed Speaker: Jamie McIver, director of protection sales, Axa
3.10pm	Afternoon coffee
3.30pm	Learning from past mistakes to ensure a successful future What are the most common claims-related complaints? Moral and policy dilemmas Payment Protection Insurance Confirmed Speaker: Chris Tilson, ombudsman, Financial Ombudsman Service
3.50pm	Questions, comments and observations
4.00pm	Chairman’s summary and close of Forum

Agenda

08.30am

Registration opens with breakfast in the exhibition hall

09.35am

Chairman’s Welcome: Paul Robertson, editor, cover magazine

11.00am

Morning coffee

12.30pm

Workshop sessions

1.00pm

Lunch and Networking

2.00pm

Workshops are repeated

3.10pm

Afternoon coffee

3.50pm

Questions, comments and observations

4.00pm

Chairman’s summary and close of Forum