10 February 2022
BAFTA, Piccadilly, London and live-streamed

LIVE IS BACK – and we couldn’t be happier. 

To celebrate we’ve come out of the Crypt and into the beautiful and storied surroundings of the iconic BAFTA theatre in Piccadilly, fresh from its multi-million pound refit.

Come and join us in person or live online on 10 February 2022 as we grapple with maybe the biggest issue facing the industry.

COVID-19: if Government rules change we will of course comply. If we can’t hold the event as planned, we’ll look for another date and offer all ticket-holders the choice of a ticket to the new date or a full refund.


THERE’S BEEN A MURDER. Client outcomes are twitching their last on the floor. Everyone’s looking at everyone else, getting their story straight and no-one’s owning up. If we’re to get to the bottom of the case, we’re going to have to take a leaf out of the wise detective’s book and ask: who benefits?

The last two decades have been an amazing ride. The industry broke apart, advisers came to the fore, and scores of new, exciting propositions hit the market. But as we bed into the 2020s, much of what we see is eerily familiar. The industry is re-integrating, distribution is consolidating and the regulator is firing warning shots about suitability and client outcomes. Have we come as far as we thought we had, or are we heading back to the bad old days? What’s it all been about and who, in the final analysis, benefits?

We kick off at 11am with registration from 10.30am. Coffee and tea before, lunch during and drinks after are included, unless you’re watching at home in which case you have to get your own. We don’t pack the agenda with lots of short sessions; this is serious stuff and we want to get to the bottom of it. There will also be plenty of time to enjoy the surroundings of the main theatre and the Ray Dalby room where refreshments will be served.

Advice professionals attend in person for just £50 plus VAT – please contact us for a special discount code.


The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
In person ticket
Plus VAT
£ 350
79 available
Streaming ticket
Plus VAT. Livestream access details will follow closer to the event.
£ 50
881 available

“Great speakers, great subjects, great questions. Always one of the most thought provoking events I attend”



“Whose industry is it anyway?”
new data, research and insights from Mark Polson, principal of the lang cat, and the lang cat team

“Do pensions work for real people?”
a fireside chat with Tom McPhail, public affairs director at the lang cat and Guy Opperman MP, Minister for Pensions.


LUNCH – 12.45pm – 1.45pm



“Keeping it real”
Steve Nelson, insight director at the lang cat, is joined by financial life planner Kate Shaw of FLP Ltd as we share new consumer research carried out for us by YouGov on levels of consumer trust in and understanding of the sector. Steve will take us through the findings of the research, which was commissioned especially for #langcatlive and which was kindly sponsored by Schroders. Steve and Kate will then discuss if the findings resonate with what Kate sees in her planning clients every day…or not.

Question Time
Chaired by the FT’s Claer Barrett and in a familiar format, panellists will discuss questions submitted in advance by the audience, and won’t know what’s coming up. Panellists include:

  • Sheila Nicoll OBE, Head of Public Policy, Schroders
  • Anthony Rafferty, CEO, Origo
  • Jo Little, Director and Financial Planner, Emery Little
  • Sarah Lyons, Chief Marketing Officer, Parmenion
  • James Daley, MD, Fairer Finance

David Ferguson, ex-CEO of Nucleus, will reflect on 15 years spent trying to disrupt the industry, where we are as a sector, and what happens next. It may not all be comfortable listening…

Close: who benefits?
Mark will review the day and see how far we’ve got in answering our key question, before kicking everyone down to the bar.

DRINKS – 4.30 – 5.30pm




Guy Opperman MP


Guy Opperman was first elected to be the Member of Parliament for Hexham at the 2010 General Election and was re-elected at the 2015, 2017 and 2019 General Elections. In 2015, Guy was appointed a government Whip, and was later promoted to Minister for Pensions and Financial Inclusion in June 2017.

Guy has an Honours Degree in Law from the University of Buckingham and a first class diploma from the University of Lille, France. Guy was called to the Bar in 1989 and spent 20 years as a barrister – 15 years of which were spent predominantly at the criminal bar. He prosecuted and defended in a number of murder and rape trials, as well as in numerous Crown Court trials. He served as a Director of his family engineering business until 2009.

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David co-founded Nucleus in 2006 and was chief executive until 2021.

Previously, he was director of Abacus Financial Marketing Limited. He was a trainee actuary with Life Association of Scotland Limited prior to working at Ivory & Sime Limited and what was then known as Scottish Life International Limited.

He has also been a member of Her Majesty’s Treasury Fintech Envoy for Scotland since December 2016 and is the current chairman of FinTech Scotland. He has a BSc (Hons) (Actuarial Mathematics and Statistics) from Heriot-Watt University.

Claer Barrett


Claer Barrett is the consumer editor of the FT. She writes the weekly Serious Money column and presents the FT’s Money Clinic podcast and Business Clinic video series. Claer frequently appears as a commentator on radio and TV, talking about personal finance, consumer and small business issues, and she is a regular guest on Eddie Mair’s Drive show on LBC Radio.

jo little


Jo is a director of Emery LIttle, a Financial Planner and became a Fellow of the Personal Finance Society at just 27. She then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP). She looks to combine both her technical capability with the skills learned as a Registered Life Planner to help her clients build a life and financial plan around what matters most to them. Jo also sits on the Board of NextGen Planners, a membership organisation focused on supporting quality education, innovation and diversity in the financial planning community.



Anthony Rafferty is CEO of the industry FinTech Origo. Anthony joined Origo, and returned to Scotland, in 2018 to drive and deliver the vision of improved operational efficiencies, lowering costs for market participants and improving outcomes for customers. Before joining Origo, Anthony held a number of senior roles in the life, pensions and investments industry, including Aviva and Royal Bank of Scotland. Anthony is passionate about helping customers become more engaged in their financial futures and is committed to making it easier for them to manage by supporting platforms, providers, advisers and software organisations with dynamic and critical services that lower costs and improve efficiencies.



Sheila is Head of Public Policy at Schroders. She has been closely involved in the development of the financial services regulatory system in the UK and Europe since 1982. Before joining Schroders she was a Senior Adviser at EY and from 2007 to 2013 was at the Financial Services Authority where she supervised the whole range of mid-sized financial services institutions during the financial crisis, before becoming Director of Conduct Policy and part of the leadership team which created the Financial Conduct Authority.   At the FSA she led the development of the Retail Distribution Review, the Mortgage Market Review and the review of the Financial Services Compensation Scheme.  Previously she was Deputy Chief Executive of the Investment Management Association and held several policy roles at the London Stock Exchange, including before and after “Big Bang”.

Sarah Lyons


Sarah has worked in long term savings for over twenty years, holding a wide variety of leadership roles in strategy, proposition and marketing across a number of financial services businesses.

She is currently Parmenion’s Chief Marketing Officer and is passionate about the difference good leadership can make in developing a positive culture and high performance.

James Daley


James is Managing Director of Fairer Finance and has been a consumer campaigner and financial journalist for 20 years. Before launching Fairer Finance, he worked for the consumer group, Which?, where he campaigned for a better deal for customers of banks and insurers in the wake of the financial crisis. James is frequently interviewed on national television and radio, and has regularly appeared on shows such as Watchdog, Rip-off Britain, Dispatches and SuperShoppers. Before working at Which?, James spent 10 years as a business and finance newspaper journalist, latterly as the The Independent’s personal finance editor and cycling columnist.

Kate Shaw


Kate Shaw is a financial life planner and owner of FLP Ltd, a planning business based in South Wales. She’s a chartered financial planner, a pension transfer specialist and has 25 years in the industry under her belt. True financial planning, centred on clients’ aspirations for the future, is at the heart of FLP’s business and the long-term relationship her clients have with the firm. Kate practices what she preaches and her own lifestyle planning has allowed her to spend three months of each year in the French Alps. She’s often to be found running up mountains, and sometimes down them again.


BAFTA, 195 Piccadilly, St. James’s, London W1J 9LN


The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
In person ticket
Plus VAT
£ 350
79 available
Streaming ticket
Plus VAT. Livestream access details will follow closer to the event.
£ 50
881 available