18th October 2018
The Bridgewater Hall, Lower Mosley St, Manchester M2 3WS.
Booking & ticket prices
Ticket prices are:
Premium members: £125 plus VAT, click here to book now
Non-members: £200 plus VAT, click here to book now
Not a member? Why not join NextGen Premium for £12.90 plus VAT per month and then buy your discounted conference ticket.
Click here to join.
This is NextGen, we do things differently here
Our conference is a full day event designed specifically around the challenges new and aspiring planners face in their career. This year we focus on the changes people are making to their businesses, and how they make them happen. After all, NextGen planners do things differently.
We have a number of high profile speakers lined up to discuss subjects such as:
- How new management and decision-making structures are changing the way we work
- What’s changing in new advice propositions?
- How do you adopt and implement new technology, services or charging structures?
- What happens when you bring two companies and two cultures together?
You will have plenty of time to socialise and chat to other young and aspiring planners and paraplanners.
Extra sessions on 17th October
In addition to the full day conference on 18th we will be putting on at least two optional seminars on the afternoon of 17th October for those of you travelling up the day before.
The venue is Manchester’s iconic music venue, The Bridgewater Hall.
Registration 8.45am for 9.30 start and closes 4.30pm.
Doing it differently: People and systems
New ways of managing people – Kirsty Lynagh, Head of People, Nucleus
Introducing new technology into a business – Tessa Lee, Managing Director, moneyinfo
Learning from inexperience – Adam Owen, Director, NextGen Planners
Doing it differently: Clients and services
Introducing new services and charging structures to existing clients – Brett Davidson, Director, FP Advance
What are younger clients demanding of us – Alan Moore, Co-Founder, XY Planning Network
Doing it differently: Other parts of your proposition
New investment propositions – Heather Hopkins, Managing Director, NextWealth
Marketing – Rachel Eyre – Head of Marketing Proposition, Sainsbury’s
Designing for digital – Alan Moore, Co-Founder, XY Planning Network
Doing it differently: Business ownership
Managing a merger – Ruth Sturkey, Client Director, Paradigm Norton
Employee ownership – Deb Oxley, CEO, The Employee Ownership Association
Doing it differently: Life
The Tempest Two
Booking & ticket prices
Ticket prices are:
Not a member? Why not join NextGen Premium for £12.90 plus VAT per month and then buy your discounted conference ticket. Click here to join.
Alan Moore, Co-Founder, XY Planning Network
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisers looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms.
Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisers. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
Rachel Eyre, Head of Marketing Proposition, Sainburys
Rachel heads up the Marketing Planning, Propositions and Properties department at Sainsburys (including brand, strategic planning, customer data and sponsorships). She is passionate about asking questions, simplifying the complex, instilling brand thinking across functions and creating an environment that lets people maximise their contribution and enjoyment at work – including driving diversity in all its forms through the business. Prior to joining Sainsbury’s, Rachel held a number of marketing roles at Barclays Bank.
Rachel has an Executive MBA from Imperial College, in addition to an MPhil in Linguistics from Cambridge University and a degree in Modern Languages from Nottingham University.
Rachel is proud to hold a trustee role with Missing People – a charity that offers a lifeline to the 250,000 people who go missing in Britain each year, and the loved ones left behind. She is also a devoted auntie and godmother, reluctant runner, keen skier and pub quizzer and wannabe yogi.
Brett Davidson, Director, FP Advance
Brett is the Founder of FP Advance and the Uncover Your Business Potential programme. He helps financial planning professionals advise better and live better by growing more profitable without losing their social purpose (or soul).
Professional Adviser magazine rated him one of the Top 50 Most Influential people in UK financial services on three occasions – an honor backed by his robust “Black Book” of powerhouse contacts.
Brett’s mission: to wipe out the musty old “conflict of interest” model and turn the financial planning industry upside down, one firm at a time. He’s made great headway, having worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable.
Before coming to the UK he was a partner in a leading Sydney-based financial planning firm, and helped change it from a stodgy, commission-based insurance business into a breakthrough, ‘win-win’-style financial planning firm before his exit at the end of 2003.
Personally, Brett is no stranger to ditching the status quo. In 2015 he and his wife Debbie sold most of their possessions, rented out their home in London and went travelling full time without their business skipping a beat. They were even featured in a piece in the New York Times, by Carl Richards from Behaviour Gap.
Brett writes regularly for some of the UK’s leading industry publications, including New Model Adviser, Adviser Business Review, and IFA Magazine. His blog, full of inspiring free business tips, has the industry frothing for each weekly post.
His spare time is mostly sports time: he likes to keep fit with a little bit of boxing, some skiing in the winter and time at the gym. And at rest, he follows rugby, boxing and Formula One.
He’s married to Debbie who is Chief Executive at FP Advance.
Heather Hopkins, Founder, NextWealth
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.
Hopkins was most recently the head of Platforum, a market-research firm servicing the UK platform market owned by Centaur Media, where she worked from 2013 to 2017. Prior to that Hopkins was the head of research for Hitwise, an internet data analytics company, working from London and Tokyo. Earlier, she was an executive at Dalbar, an international financial-services data company, based in Toronto and Boston.
Hopkins is also active in philanthropy, serving on the board of directors of The Open String Foundation, which provides classical instruments to children in poverty around the world. She organises the Women in Investments meet-up in London, which supports female leaders in the investment industry. She was named “Team Leader of the Year” by Investment Week in 2017.
Heather writes a column for New Model Adviser and is a regular speaker at industry events.
Kirsty Lynagh, Chief People Officer, Nucleus Financial
Kirsty is Chief People Officer at Nucleus. A long-time champion of humans rather than resources in HR, Kirsty is a people geek at heart and seeks to design the environment where people at Nucleus can do their best work and fulfil their potential in order to deliver product and financial goals.
Ruth Sturkey, Client Director, Paradigm Norton
Ruth co-founded The Red House, a boutique financial planning firm, which she recently successfully merged with Paradigm Norton. Ruth sits on the Executive Committee of Paradigm Norton and continues to lead the Paradigm Norton London (PNL) team. Her passion is to help more people understand their money so they can live the life they love. An equal passion is to grow a team of talented individuals, where the whole is greater than the sum of the parts, to enable Paradigm Norton to become the leading financial planning firm in the UK.
Ruth holds both Chartered and Certified Financial Planning (CFPTM) accreditation as well as being a Fellow of the Personal Finance Society (FPFS).
Ruth is regularly asked to comment and speak at industry and women’s events.
Outside of work Ruth enjoys life…being a keen diner and a theatre, cinema and music fan she can normally be relied upon for a good restaurant recommendation and the latest film and theatre reviews. With a bit of yoga, cycling and swimming thrown in for good measure!
Tessa Lee, Managing Director, moneyinfo
With 20 years’ experience in the Financial Services industry including 9 years at 1st Software (now Iress), and 2 years at FinQS, Tessa has worked closely with a wide range of clients from Employee Benefits Consultancies, National IFAs and Networks to Mortgage Brokerages and smaller Financial Advisory and Financial Planning companies. She has directed a number of large scale programmes, delivering bespoke solutions for Wealth Management and Workplace clients, including two of the UK’s largest employee benefits consultancies.
Tessa has extensive programme and project management experience and holds a number of the CII Financial Planning qualifications from FPC to Business Financial Planning.
Adam Owen, Director, NextGen Planners
In addition to his role as a Director of NextGen Planners, Adam is a CII, PFS and NSAFS accredited trainer and Vice President of the Personal Finance Society. Adam designs and delivers professional development programmes for some of the UK’s most progressive financial services companies.
As the Chairman of three Trailblazer Apprenticeship development projects he has taken a keen interest in developing careers within the financial services sector and encouraging new entrants to the profession. Coupled with this, he works directly with schools, colleges and universities through programmes like the Career Ready Programme to help students plan their careers and enter the jobs market.
Deb Oxley, CEO, The Employee Ownership Association
Employee owned businesses are more profitable, productive, innovative and resilient. Through shared ownership, they deliver higher levels of engagement, greater transparency, happier staff and higher levels of staff loyalty. They also have higher levels of corporate governance and, in many cases; their share value also outperforms the FTSE 250!
Deb Oxley is chief executive of the Employee Ownership Association, which offers guidance and support to businesses wishing to be part of a growing sector which currently employs over 200,000 people in the UK with an annual turnover of £40bn. She joined the Hull-based EOA in 2012 after running her own marketing and business consultancy.
The Tempest Two, Lunatics
Back by popular demand following our 2017 conference, The Tempest Two are not athletes, Olympians or superhumans. They are two friends who tore up the rulebook, backed themselves and took on an ocean.
They return to update us on their latest adventures in 2018 and give us a little inspiration to send us on our way.
They will be found in the bar afterwards.