Insights from Festival of Financial Planning 2022
November 1st – 2nd 2022
The Festival of Financial Planning organised by The Personal Finance Society, is the U.K.’s premier event for financial advisers. It took place for the second time on 1st & 2nd November 2022. 3000 advisers delegates attended on the first day with nearly 2800 on the second.
Timeline is a retirement income planning software designed for financial advisors, offering a visual and interactive approach to sustainable withdrawal strategies. The platform utilizes historical data and extensive research to help advisors model various scenarios, stress test portfolios, and determine optimal withdrawal strategies for their clients. By providing a user-friendly interface and evidence-based insights, Timeline aims to support advisors in developing personalized, sustainable retirement plans that address clients’ long-term financial goals.
Abraham Okusanya Founder and CEO Talks about his vision for the future of their technology
Thomas Hogg Product Lead explores the differentiators of the Timeline service
BAT Software is a UK-based technology company specializing in solutions for the financial services industry. They offer software for mortgage brokers, Independent Financial Advisors (IFAs), and compliance consultants, streamlining daily operations and enhancing productivity. BAT Software’s solutions cover client relationship management, mortgage sourcing, workflow automation, and reporting. By providing user-friendly and integrated tools, BAT Software aims to help financial professionals better manage their practices, save time, and deliver improved services to their clients.
Charlie Palmer founder of IFAC compliance consultancy explains how they use BAT Software to support advisers compliance processes.
|Charlie Palmer – Founder of IFAC
Protection Guru Pro is the market leading comparison service for life insurance quality, price and value analysis and quotations in the UK. It is uniquely positioned to support advisers Consumer Duty needs. It specialises in providing expert analysis and support for financial advisers in the protection insurance market. The platform offers tools, resources, and research to help advisors navigate complex protection products and recommend suitable solutions for their clients. By delivering up-to-date information and tailored guidance, Protection Guru Pro aims to empower financial professionals to make informed decisions, enhance client relationships, and ensure their clients receive appropriate protection cover.