Royal London launched the first FCA-approved targeted support product in April. The firms that move in the next 12 months will set the template the rest of the industry follows. We're bringing together 15 of the people shaping that conversation for an evening of candid, expert discussion.
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Industry experts open with short, pointed takes on how targeted support will reshape markets, technology and the advice model. This will include a briefing from Jeremy Fawcett, Head of Platforum, on market impacts.
The table responds. Under Chatham House Rules, you can speak freely, no attribution, no PR filter required.
12–15 senior proposition, product and digital leaders from across UK platforms, banks, wealth managers and challengers. Curated, not open invite.
How will Targeted Support accelerate, or complicate, wider trends in wealth, advice and finance?
What does it mean for technology and data priorities inside incumbents and challengers?
Could it become the building block for properly agentic wealth and advice experiences?
A healthy reminder to switch perspective and look both internally and externally to inform how we enlist AI.
Enjoyed getting a varied opinion on the topics. Seeing different views on the evolution of ways of working was exactly what I came for.
Most other orgs are in the same positions - evaluating and fumbling through. That's weirdly reassuring, and it makes the conversation honest.
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If you've been sent this link, we'd love to have you at the table. Places are limited to 15. Complete the form below and we'll be in touch to confirm your seat.
