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The IEA & Marketforce's 11th Annual Conference

The Future of Life Assurance

Focussing on the future: embracing change, seeking out profitable opportunities

14th & 15th May 2008, The Queen Elizabeth II Conference Centre, London

Featuring: The Future of Platforms

13th May 2008, One Whitehall Place, London

Conference Menu:

“The IEA and Marketforce’s events are undoubtedly at the forefront of those available in the UK. Its conference relating to the future of life assurance has become a key item in the annual agenda and one which sets the standard for its comprehensive coverage and insight into the thinking of a wide range of companies.”
Geoffrey Clarkson, Executive Director, Tenet Group

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The Future of Life Assurance - Programme - 13th May

THE FUTURE OF PLATFORMS - 13th May 2008

09:25 -

Chairman’s opening remarks
Gavin Lumsden
Editor in Chief, Citywire

SESSION ONE: THE FUTURE OF PLATFORMS: HOW WILL THE MARKET EVOLVE?

09:30 -
How are provider owned platforms developing? Assessing the next steps
Geoff Towers
Chief Executive, Standard Life Savings
09:50 -
How can the independent platform model outperform the competition?
David Ferguson
Chief Executive, Nucleus Financial Group
10:10 -
The advent of wraps: what is the role of platforms in the distribution value chain?
David Dalton Brown
Executive Director, Fidelity Fundsnetwork
10:30 -
How will the product provider evolve in response to platforms?
Joanna Hall
Consulting Partner, CSC FS EMEA
10:50 -
Panel discussion
11:30 -
Refreshments

SESSION TWO: CHANGING DISTRIBUTION RELATIONSHIPS

12:00 -
How is distribution developing in response to the rise of platforms?
Graham Newitt
Managing Director, Wealth Transformation, Legal & General
12:20 -
Questions
12:25 -
Where does a wrap platform add value? The IFA perspective
Alan Easter
Head of Strategy and Distribution, Money Portal plc
12:45 -
Questions

SESSION THREE: CONSUMER FOCUS

12:50 -
Assessing the target market for platforms
Andy Creak
Managing Director, Cofunds
13:10 -
Questions
13:15 -
Lunch
14:30 -
Interview with the FSA

Rory Percival Retail Investment Policy, FSA

Interviewed by: Gavin Lumsden, Editor-in-Chief, Citywire
14:55 -
Questions
15:05 -
Refreshments

SESSION FOUR: CREATING A PROFITABLE MODEL – KEY CHALLENGES

15:35 -
How is the market progressing on standardisation and transparency?
Paul Miles
Sales Director, Parmenion
15:55 -
Implementing effective pricing structures
Tom Sheridan
Chief Executive, Seven Investment Management
16:15 -
Questions
16:25 -
Keynote Closing Address: Wrap – putting value back into the value chain
Paul McMahon
Managing Director, AXA, Distribution Services
16:45 -
Questions
16:50 -
Chairman’s closing remarks and close of conference