EFPA-PFS Robo Advisor join event in LONDON


Robo Advice - Threat or Opportunity

Personal Finance Society (PFS) and European Financial Planning Association (EFPA)

23rd February - Geat Hall, 20 Aldermanbury, London, EC2V 7HY

Due to the rapidly evolving nature of modern technology in the advice market, the Personal Finance Society and The European Financial Planning Association are holding this conference to look closely at the issues. As so many advisers are now considering the inclusion of FinTec into their proposition, it is important that the Opportunities and the Threats are examined. What level of personalisation is truly achievable and can the algorithms deliver a blended solution?

Conference Link:


By attending this event, you will:
  • Hear from technology leaders and peers from across Europe, enabling you to benchmark your understanding and planned practices.
  • Fully understand the key regulatory, risk and compliance issues facing the provision of ROBO advice
  • Hear directly from the regulators as to what their priorities and key areas of focus are.
  • Comprehend the risks facing both advisory firms and technology providers and how best to combat them.
  • Gain an understanding of Counter party risk.
  • Get to grips with the latest developments in client facing Technology and learn how they can benefit your business

08.30 - 09.30

Registration, exhibition and networking
9.30 – 9.45
Chairman’s welcome
Mr. Josep Soler – Albertí – Chairman of EFPA and CEO of the Institut d’Estudis Financers (IEF)


09.45 – 10.00

FinTec - Personal Finance Society and EFPA UK position
Mr. Keith Richards, CEO and MD (Engagement)
10.00 - 10.20
The view and position on Robo advice of EFPA
Mr. Sergio Miguez, EFPA Spain, Institutional Relationships Manager
10.20 – 10.50
The technology involved in Robo advice and what to consider when choosing
Mr. Ian McKenna - F&TRC


10.50 – 11.20
Coffee - Exhibition, tool demonstration and networking
11.20 – 12.30 Roundtable debate: 'Threat and Opportunity': robo advice as complementary or competitor to financial advisers.
Moderated by the Chairman:

  • On regulation:Mr.David Lawton,UK Regulatory Advisory practice, Álvarez&Marsal
  • On role and impact of Robo Advisors in Financial Services:Mr.Ben Goss, Dynamic Planners and Mr.Nick Eatock, Executive Chairman, Intelliflo
  • On effects over the client: Mr.Iñigo Barrera,Better Finance
  • On the safety of the client:MsTeresa Fritz, Financial Services Consumer Panel

12.30 – 12.45
Q & A - Ask the panel

12.45 – 13.00
Chairman's close -Mr. Josep Soler-Albertí

13.00 -13.45
Lunch and departure

Delegate registration starts from 08:30am with refreshments, and the welcome speech kicks off at 09:30am sharp.The event finishes at 13.00pm.