Money Marketing Auto Enrolment LIVE returns in February 2015

limited free places available



Programme: London

08:15 – 08:50

Registration and Welcome Coffee

08:50 – 08:55

Chairman’s Welcome & Opening Remarks

Jason Green, Head of Workplace Research, Finance & Technology Research Centre

08:55 – 09:15


Opening Keynote Presentation

Can advisers make money from auto-enrolment? 

  • Is there an annuity model that works?
  • Is this about risk control of reward strategy?
  • Can we really advise payroll?
  • Where is our value?
  • Whatever happened to the pension?

Henry Tapper, Director, First Actuarial and Pension PlayPen

09:15 – 09:35

An inside view on the accountant’s role in auto-enrolment highlighting potential risks and partnership opportunities for the IFA community

  • Attitudes and opinions - our experience so far.
  • Our approach to solving AE – reality and myth. 
  • Case studies.
  • Partnering opportunities with IFAs.
  • Keys to success.

Chris Wallace, Managing Director and Chartered Accountant, Visionary Accountants

09:35 – 09:55

Maximise the opportunity – design a benefits proposition for your AE clients

  • Designing a proposition
  • Communication strategies
  • Tactics and timing of the approach
  • Position yourself for the future

John Ritchie, Chief Executive Officer, Ellipse

09:55 – 10:15

Assessing developments in the secondary market – the impact of the latest regulation and market trends in product reassessments 

  • Auto-enrolment – back to the present.
  • The different paths ahead.
  • The secondary market – key drivers.

Roy Porter, Director of Business Development, The People's Pension

10:15 – 10:35

Morning refreshment break and networking opportunity

10:35 - 11:00

Using NEST to help your clients with auto enrolment
NEST is a workplace pension scheme that’s been set up by the government specifically for auto enrolment. NEST’s available for any of your clients to use to meet their new pension duties. 
In this session you’ll learn about NEST’s key features, including:

  • Complete online functionality
  • No fees for employers and low charges for members
  • An award-winning investment approach
  • Delegate organisation accounts for advisers helping their clients

Paul Budgen, Head of Business Development, NEST

11:00 – 11:35


Providing an update on the latest regulations and enforcements influencing the next phase of auto-enrolment

Rt. Hon.Steve Webb, Pensions Minister, Member of Parliament

11:35 – 12:20

Panel discussion
Industry panel debate discussing strategies in auto-enrolment

  • What are the best charging structures?
  • How to successfully manage employers with discontented products
  • Enabling a successful partnership with bookkeepers
  • Is it advice or just an admin task?
  • What is the IFA’s responsibility?

Henry Tapper, Director, First Actuarial and Pension PlayPen
Paul Budgen,
 Head of Business Development, NEST
Mark Hodson, Associate Director, Omnium Employee Benefits 

Suzanne Morris, HR Manager, PTS Consulting
Graham Peacock, Business Development, Carey Pensions UK

12:20 – 13:05

Lunch & networking opportunity


End of conference


Register for free to attend:


Tuesday 24th February 2015

15Hatfields, Chadwick Court, London


Thursday 26th February 2015

Wychwood Park, Crewe


Candice Baptiste
Delegate Acquisition Manager
0207 970 4734


Mihaela Biti
Conference Development Manager
020 7970 4221


Kim Harris
Sales Director

07985 874 161

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