Westminster Business Forum

The future for financial advice and guidance - regulation, inclusion and the role of technology

Tuesday, 18th July 2017

Central London


This seminar will discuss the future for financial advice and guidance in the UK.

Delegates will assess progress in taking forward key proposals from the Financial Advice Market Review, which made recommendations last year around the affordability and accessibility of advice, as well as the liabilities of providers, and is expected to produce a twelve month progress report this spring.

Discussion will also be informed by a range of further policy changes to the regulated advice sector, including the forthcoming introduction of the pensions advice allowance and changes to the definition of financial advice - as well as the final report of the FCA’s Asset Management Market Study which is expected to make recommendations to address concerns around competition, transparency and the accountability of providers.

Further planned sessions discuss key issues relating to financial inclusion following the final report of the Financial Exclusion Committee, with latest thinking on the future for financial education, the impact of bank branch closures, next steps for developing a savings culture, and remaining challenges for supporting vulnerable groups of consumers to engage with financial services. Delegates will also consider the changing role of technology in financial advice and guidance, including key challenges and opportunities presented by robo-advice, and the role of online and mobile banking channels in reaching under- and un-banked consumers.

Speakers and other delegates at this conference are expected to be a senior and informed group of around 120 including Members of both Houses of Parliament, central government officials from HMT, FCA, PRA and other relevant departments, as well as industry representatives from building societies, banks, insurers, fund managers and investment services, pension and annuity providers, financial advisers, software developers and lawyers, alongside consumer bodies, commentators, think tanks, academics, charities and reporters from the national and trade press.

Guest of Honour

David Haigh

UK Financial Capability Director, Money Advice Service

Guest of Honour

David Haigh

UK Financial Capability Director, Money Advice Service


Peter Dowd MP

Shadow Chief Secretary to the Treasury


Charlotte Murray

Chief Operating Officer, Good Things Foundation

Senior speaker confirmed from


Russell Winnard

Head of Educator Facing Programmes and Services, Young Enterprise

John Lawson

Head of Financial Research, Aviva

Tobin Ashby

Partner, Pinsent Masons