Answers to some pressing adviser questions in the run up to RDR and some food for thought. With thanks to our sponsors Axa and BNY Mellon.

A summary of the discussion is available here.

The aim of this session was for senior directors of nationals, networks and large regional IFAs to engage with some senior industry experts on the challenges the industry face in the next 12 months.

What is there still left to do, where should the focus be and can adviser firms be confident on December 31st 2012 as they enter the new world in 2013? The idea was to give adviser businesses the chance to take half a day to table their most pressing concerns, learn from each other and get immediate input, help and suggestions from a panel of experts.

The agenda was determined by the delegates prior to the event. The event was discursive – we wanted to avoid “death by PowerPoint” and get the industry experts in front of leading adviser business heads to take the most difficult questions as posed by our delegates.

For more information on this event please contact Emma Napier