Tuesday 15 – Wednesday 16 October
Emirates Old Trafford Cricket Ground,
Talbot Rd, Manchester M16 0PX

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Day pass - 15 October

Day passes for conference sessions on 15 October

Awards dinner

Overnight accommodation is NOT provided with this package

CISI members
£200
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Non-members
£220
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Day pass - 16 October

Day passes for conference sessions on 16 October

Awards dinner

Overnight accommodation is NOT provided with this package

CISI members
£200
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Non-members
£220
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2-Day pass

Day passes for conference sessions on 15 & 16 October

Awards dinner

Overnight accommodation is NOT provided with this package

CISI members
£359
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Non-members
£409
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Golf day - 14 October

Awards dinner - 15 October

Accommodation - 14 and/or 15 October

We are operating a waitlist for on-site hotel rooms. Please email events@cisi.org to enquire.

Programme

Monday 14 October

Optional pre-conference activities

Charity golf day at Reddish Vale

Evening dinner and drinks

Tuesday 15 October

Up to 4 hours CPD

Integrity Workshop (ethics CPD)

Philanthropy in financial planning

Microsoft vs Mac tech stack and silent tech demos

Advanced will and IHT planning

Gala dinner presenting The Financial Planning Awards
*Event dress code: Lounge suits and dress to impress.

Wednesday 16 October

Up to 4 hours CPD

Deep dive into discovery and annual planning meetings

Understanding client needs and working with clients through divorce

NHS pension planning

Framing and documenting verbal advice

Application and practicalities of AI

Nick Murray will be joining us via live video link to share his wisdom. Nick has been a financial services professional for more than 50 years and is among the industry’s most respected writers and speakers. He has written a number of books for financial advisors, the latest of which is ‘Nick Murray’s Scripts: What to Say and How to Say It’. His book for investors, ‘Simple Wealth, Inevitable Wealth’, has sold well over a quarter of a million copies.

We are pleased to announce that Professor Steve Peters, our highest rated speaker last year, has agreed to return to share more wisdom on managing your inner chimp. Steve has written four books including the bestselling self-help book of all time in the UK, 'The Chimp Paradox'. He is the CEO of Chimp Management and has been a consultant psychiatrist to over 20 Olympic and national sporting teams including Liverpool FC, British Cycling, GB Taekwondo, England Rugby and England Football.

Rhiannon Baxter

Director & Principle Consultant,
We Are Brave

Oliver Bourke CFP™ MCSI

Managing Director,
Mercury Wealth Management

Tamsin Caine

Director of Financial Planning,
Smart Financial

Simonne Gnessen

Founder,
Wise Monkey Financial Coaching

Julie Greenwood

Head of Adviser Distribution,
Octopus Money

Sara Hickman

Director & Principle Consultant,
We Are Brave

Fraser Jack

Founder,
The Cyber Collective

Harbi Jama

Director of Development and Communications,
The London Community Foundation

Amal Jolly

Co-founder,
Saturn

David Jones

Head of UK and Ireland Advisor Group & Vice President,
Dimensional

Jason Lurie CFP™ Chartered FCSI (Financial Planning)

Chartered Wealth Manager,
Holland Hahn & Wills

Nick Moxon

Senior Partner,
Higgs & Sons

Lucy Obrey

Partner and Head of Private Client,
Higgs & Sons

Graeme Price

Founder Trustee,
Together Charitable Foundation

Joanne Radcliff

Partner,
Hill Dickson

John Reynolds CFP™ Chartered FCSI (Financial Planning)

Director,
Expert Pensions Consulting

Samantha Russell

Chief Evangelist,
FMG Suite

Dr Jo Salter MBE

First female jet pilot to fly the Panavia Tornado

Alan Smith

CEO,
Capital Asset Management

Rohit Vaish

Co-founder,
Saturn

Mike Waldron

Consultant and Facilitator

More speakers will be announced shortly. As always, the programme is being designed by planners, for planners.

Venue

Emirates Old Trafford is an award-winning and sustainable venue with free parking and great transport links overlooking the famous Lancashire cricket pitch. We highly recommend traveling via train. There is a tram directly from Manchester Piccadilly Station to the cricket ground. Consider lift sharing and the environment when planning your journey.

Both the conference and the dinner will take place at Emirates Old Trafford. We have also secured a number of rooms at the on-site 4* Hilton Garden Inn hotel, which will be allocated on a first come first served basis.

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