Hear from the FCA on emerging AI good practice

The FCA’s recently published Mills Review on AI and the future of retail financial services suggests that AI is likely to become a normal part of advice delivery over the next five years . While the opportunities are considerable, many advice firms are still grappling with what AI means in practice, where the risks lie and how innovation can be aligned with good client outcomes.

If you’re looking to understand how AI could affect your firm, what the regulator is thinking and how advisers are beginning to implement new technologies in the real world, the Consumer Duty Alliance’s Birmingham National Conference provides a valuable opportunity to hear directly from the FCA, alongside real-world insight from practitioners and providers.

The FCA View on Emerging AI Good Practice

As firms increasingly explore AI applications, advisers want clarity on what good looks like in practice to the regulator.

Vicki Jordan, Manager in AI Policy at the FCA, offers one of the first opportunities to hear directly from the regulator on emerging good practice, common pitfalls and where firms could do better.

Small Firm, Big Tech: What’s Changed, What’s Worked and What’s Next?

A Chartered Financial Planner with a fully digital advice business shares her experience of technology adoption within a small firm. Find out which solutions have delivered meaningful results, where efficiencies have been best achieved and what lessons have been learned as they progress on their tech and AI-enabled journey.

Technology, Trust and the Future of Advice

While technology plays a growing role across financial services, trust, professional judgement and strong client relationships remain central to successful advice delivery.

The conference will explore how firms can balance innovation with the human qualities that clients continue to value.

As part of the wider agenda, attendees will also gain practical insight into regulatory priorities, Consumer Duty, vulnerable client outcomes and developments shaping the future of financial advice.

FIND OUT MORE ABOUT THE CONFERENCE

Venue:

National Motorcycle Museum, Coventry Road, Bickenhill, Solihull, West Midlands B92 0EJ