5 October 2022

National Museum of Scotland, Edinburgh, and livestreamed


 HomeGame 2 is bigger and better in every way and is the essential Scottish event for financial planners, advisers and those who serve them.

Come and join us in person or live online on 5 October 2022 as we take on Consumer Duty, technology fragmentation and much more.


In a packed day, we’ll cover:

  • Fragmentation and integration of the sector – how technology is or isn’t helping
  • Consumer Duty and what it means in practice
  • The fintech sector in Scotland and what it can do for adviser firms

We’re pleased to announce that Ivan McKee, MSP and Minister for Business, Trade, Tourism and Enterprise will make a keynote address and take questions.

You wouldn’t expect the lang cat to run a boring event, and as well as a packed agenda we want to make this a real occasion. So after the worky bit we are lucky that the National Museum of Scotland has agreed to open up the stunning Hawthornden Court and Kingdom of the Scots exhibition for a private drinks reception, along with the chance to win a very special – and we do mean special – bottle of malt whisky. There may even be an afterparty.

Best of all – in-person tickets are completely free for advice professionals. We count advisers, planners, paraplanners (insourced or outsourced), administrators and other employees of advice businesses as advice professionals. We’ll ask you a few questions as you check out. Everyone else – sorry, we need you to pay your way if you want to attend in person.

Streaming tickets are free for everyone and we’ll do our utmost to make it as interactive a day for the streamers as it is for the in-person folks.

Unstructured CPD will be available for those who need that sort of thing.

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

“I was unsure how worthwhile a streamed event would be for me. Couldn’t have been more wrong, an excellent event and would definitely attend again.”

“Back to in-person, alongside an energetic delivery of content. Day didn’t drag at all which is testament of a great event.”

AGENDA (under construction)


“A fragmented world?”
new insights on the fragmented nature of the adviser technology market, and what to do about it

“Fintech showcase: part the first”
New Scottish-based fintech developments for financial planners.


LUNCH – 12.30pm – 1.20pm



“Consumer Duty whether you like it or not”
In our second big theme of the day, we’ll look at Consumer Duty from a practical perspective in a mix of chats, panels and individual sessions. Smart people from all the parts that make up an overall client proposition will shine in, and we will soon be in a position to announce further speakers to really move our understanding along.

“Fintech showcase part the second”
More new developments for your delectation and assessment.

“The Scottish financial services landscape – fintech and all”
What’s it like to operate a financial business in Scotland and do we deserve our reputation as a hotbed of fintech? We’ll look at scaling a business here and have an open discussion about how we can all make the Scottish industry a real powerhouse. Plus the results of the fintech showcase and a prize for Most Likely to Please Planners…

Ivan McKee MSP, Minister for Business, Trade, Tourism and Enterprise will make a keynote address and take questions.

Mark will review the day before we’re welcomed to the Hawthornden Gallery and the Kingdom of the Scots exhibition for drinks.

DRINKS – 5pm on. As well as the usual there will be a whisky tasting competition curated by the good folk from the Scotch Whisky Experience on the Royal Mile with a chance to win a bottle valued around £500.

AFTERPARTY. Our friends at Fundment thought you may need a bit more entertainment…Revolution over the road from the Museum is the venue and we’ll tell you more nearer the time.


SPEAKERS (also under construction…)

Ivan McKee


Ivan McKee was elected as MSP for Glasgow Provan in 2016 and, since June 2018, has been Minister for Trade, Investment and Innovation in the Scottish Government. Brought up in Glasgow Ivan obtained a BSc.BEng in Manufacturing Sciences and Engineering from Strathclyde University and an MBA from Newcastle University.

After spending 2 years in Bangladesh with Voluntary Service Overseas (VSO), Ivan worked for a number of large and start-up manufacturing companies. In 2005 he started his own international manufacturing consultancy business and from 2009 to 2015 invested in, and led turnarounds of, several manufacturing businesses.

His career has included periods living and working in a number of countries including Poland, Croatia, Finland, Norway, Bosnia and Estonia as well as Scotland and England.

Ivan returned to Scotland after a successful career abroad in time to come to the fore as a spokesperson on economic issues during the 2014 referendum campaign. He has served as a director of the Common Weal and has sat on the board of the Scottish Independence Convention.


Ola Abdul


Ola is on a mission to modernise the investment experience for financial advisers and their clients through Fundment, a digital-first wrap platform which launched in 2018. He spent several years in the world of asset management – first with Aberdeen Asset Management, then with BlackRock and the iShares ETF business – but it was an insight into the “poor technology culture” he observed in the world of platforms that inspired the launch of Fundment.



National Museum of Scotland, Chambers Street, Edinburgh


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