CA Wired

Corporate Adviser’s most recent Wired sessions took place on Tuesday April 12th. Each session lasted for half an hour. Take a look at the session overviews and panellists below.

The on-demand videos will be available to view on this page, please check back for them shortly.

10am - Fund charge transparency: making change happen

Topics to discuss:

- How important is an industry-wide disclosure standard and how can this be achieved?
- What lessons on disclosure can be learned from abroad?
- What steps will need to be taken to achieve greater transparency?
- Will transparency increase pressure on asset managers to become more competitive and efficient, and if so how?
- Are there lessons to be learned from disclosure of charges on product wrappers and adviser charges?
- Can the regulator ever keep up with the complexity of what the industry can develop?

Panellists:

Pete Glancy, head of industry development, Scottish Widows
Daniel Godfrey, Former Investment Association chief executive
Henrik Pedersen, managing partner, Clerus
Luke Hildyard, policy lead for stewardship and governance, PLSA

Chaired by: John Greenwood, editor, Corporate Adviser

11.30am - B2B2C benefits: Collaboration or conflicts?

Topics to discuss:

- How should technology be used to bring flex, voluntary benefits and group risk to a wider audience?
- Do advisers want to use provider-developed benefits delivery platforms and could providers offer them at discounted rates where employers are customers across multiple benefit lines?
- How should workplace financial education programmes interact with B2B2C product distribution, and who should manage that process?
- How can the industry bring a wider suite of benefits to SMEs?
- How will the adviser role develop as B2B2C relationships expand?
- Who will ultimately own the client relationship – adviser or provider?

Panellists:

Jason Ellis, national distribution manager, Aviva
Lee Gruskin, principal consultant, Capita Employee Benefits
Matthew Gregson, consulting director, Thomsons Online Benefits

Chaired by: John Greenwood, editor, Corporate Adviser

1pm - Working smarter with SMEs – Serving small business customers with data integrated people solutions

Topics to discuss:

- How can advisers serve SMEs looking for group risk products prompted by auto-enrolment?
- How do the needs of these new small business customers customer differ from existing ones?
- How can products be adapted to serve these new customers?
- How can processes be adapted to serve these new customers?

Panellists:

John Ritchie, chief executive, Ellipse
Paul White, senior risk consultant , Punter Southall Health & Protection Consulting
Billy Johnson, managing director, The Ink Group

Chaired by: John Greenwood, editor, Corporate Adviser