Distribution Innovation in Pensions & Investments is coming to London this March. Now in its 10th year, this event provides the perfect platform for leaders in the pensions and investment industries to explore the challenges and opportunities that distribution poses.
With the digital revolution in full swing due to the growth of web-based transactions, the arrival of FinTech disruptors and new technologies such as robo services, the industry is at a critical juncture. How firms choose to adopt and adapt their digital strategies will increasingly determine how successful their distribution reach is.
Highlights for 2017 include:
Want to keep updated about this conference?
Wednesday, 15th March 2017
Distribution for the 21st century: embracing the digital revolution
A new age of distribution
- How crucial is digital engagement to successful distribution models?
- How can engagement be strengthened within the mass market?
- Are robo-services a panacea for the mass market?
- Customer acquisition and scaling up: how can new players overcome these barriers?
- How can providers turn the advice gap into an opportunity?
- What will be the impact of retail banking’s re-entry into the advisory market?
- What role will face-to-face advice play? Is the disintermediation of advisers inevitable?
- What roles can guidance and streamlined advice play?
- How are the pension freedoms affecting customer behaviour and needs?
- What are the prospects for future regulation in distribution?
- How do consumers and advisors feel about robo-services? How can buy-in be won?
- Integrating robo and human advice: what works best?
- Ensuring robo-services remain compliant: the balancing act between advice and guidance
- How might robo be expanded to a wider range of products?
- What are the technological obstacles to robo-services being expanded?
- How might machine learning and artificial intelligence make robo more proactive?
- Putting a timeline on robo: when might we see a more sophisticated offering?
Reflecting on the previous presentations, delegates will have 25 minutes to discuss the developments and limitations that robo technology poses, after which each table will feed back their insight to a panel of FinTech experts for wider discussion. Points to consider include:
- What can be done to ensure robo services respond to the needs of customers?
- How might consumer scepticism be overcome? Is a hybrid model the best solution?
- Where do robo services fall on the advice/guidance spectrum?
- What role can robo-services play for advisers and wealth managers?
- What can be done to ensure robo services remain compliant and maintain high standards?
- What do customers today really want?
- How can providers become more agile and adapt to new distribution channels?
- How do new technologies and modes of communication affect distribution strategies?
- What will future solutions look like?
- Creating a brand that resonates in an increasingly crowded landscape
- Appealing to an ever-widening client spectrum: the savvy versus the unengaged
- The power of big data: understanding customer motivators
- How vital is personalisation to successful distribution?
Here, two leading speakers with different outlooks on the trend of vertical integration will outline their perspectives.
Taking workplace distribution to the next stage
Smart Pension has built a powerful digital platform which has made auto enrolment scalable and affordable for employers and employees with minimum cost and disruption. In this presentation, Andrew Evans will explore the challenges of workplace distribution in a time of change for close to 2 million small employers.
Envisioning the future of platforms
- Have platforms peaked? What does the future hold for them?
- Harnessing digital: how can legacy wrap platforms be adapted to changing consumer and adviser needs?
- What future opportunities will M&A offer for the platform industry?
- How might DFM model portfolios appearing on platforms fundamentally alter distribution?
- Will new investment platforms struggle to reach scale?
- Could the Pensions Dashboard bring about a revolution in distribution?
- A competitive horizon: how will D2C platforms differentiate in 2020?
- Is D2C the final frontier in distribution?
This conference is for senior executive representatives from life assurers, friendly societies, fund & wealth managers, platform providers and FinTech disruptors in the following functions:
Here is a sample list of companies that have attended in the past:
- Aberdeen Asset Management
- Alliance Trust
- AXA Wealth
- Baillie Gifford
- Canada Life
- Columbia Threadneedle Investments
- Fidelity Worldwide Investment
- Financial Conduct Authority
- Friends First
- Heartwood Wealth Management
- Irish Life Assurance
- JRP Group
- Legal & General
- M&G Investments
- NFU Mutual
- Old Mutual Global Investors
- Phoenix Group
- Royal London
- Scottish Widows
- Standard Life
- St James’s Place Wealth Management
- Tenet Group
The event is already in the basket. View basket
Venue Website »