Connect - Agenda


II Connect 2024  - Thursday 23 May, 2024, Hallam Conference Centre

Cavendish Venues, 44 Hallam Street, London W1 W6JJ 


We're delighted to invite you to join us for this years edition of II Connect.

Please see the conference programme below, and click the titles to find out more about each session, speakers and sponsors.


Registration and Refreshments

8:45AM - 9:10AM  

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Welcoming Remarks

9:10AM - 9:15AM

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Connecting in the UK and Across Continents

9:15AM - 9:35AM What are the key tools needed for a 21st Century International Adviser and what connections are essential for success? This panel discussion will looking into how connections to tax lawyers, accountants, DFMs, platforms, life companies and key service providers can transform your business.

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Sponsor Session - Finance Isle of Man

9:35AM - 9:55AM Simon Pickering, from II Connect's lead jurisdictional sponsor Finance Isle of Man presents a session on international bonds including key aspects as to why Isle of Man continues to thrive in this space.

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Latest Developments in International Pensions - Hosted by The UAP Group

9:55AM - 10:15AM This session will provide an update and overview of the most significant developments in the International Pension market. How is the UAP Group ahead of the curve in being prepared for and being able to support advisory firms to capitalise on these developments?

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Session TBC

10:15AM - 10:35AM Session details to be announced.

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Networking Break

10:35AM - 10:55AM

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Sponsor Session - Canaccord Genuity Wealth Management

10:55AM - 11:20AM Richard Burden, Head of International Sales, Canaccord Genuity Wealth Management outlines the company's plans for 2024 and beyond.

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Sponsor Session - Malborough

11:20AM - 11:40AM Full session details to be announced.

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Sponsor Session - Canada Life

11:40AM - 12:15PM II Connect favourite John Chew, Technical Specialist: Pension, Tax, Trust and Estate Planning, Canada Life outlines the latest developments across the UK and international cross- border trust and estate world.

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Networking Lunch

12:15PM - 1:15PM

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Case Studies & Breakout Groups

1:15PM - 2:20PM This session will feature an exciting on-stage case study, with actors playing clients and advisers!

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Fintech, Insurtech and Technology

2:20PM - 2:40PM How important a role can fintech play in international financial services and how has lockdown changed advice and how we all do business? What role does Blockchain and Cryptocurrency have in savings and investments?

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Session TBC

2:40PM - 3:00PM Session details TBC.

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Debate: Does Cross-Border Advice Have a Future?

3:00PM - 3:45PM A lively panel debate on the long term future of products and investments, international cross border advice world amid regulatory change, consolidation and an uncertain geo-political backdrop. Do you agree or disagree with the statement? Will our speakers change your mind?

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Closing Keynote

3:45PM - 4:15PM Keynote Speaker: Baron Hutton of Furness - former Labour frontbencher in both the Blair and Brown administrations. A member of the Labour Party, John Hutton MP, no Baron Hutton of Furness and member of the House of Lords served as Member of Parliament (MP) for Barrow and Furness from 1992 to 2010. A […]

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Networking Drinks

4:15PM - 5:45PM

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For sponsorship queries:
Gary Robinson
Publisher, Investment International

For editorial queries:

Mark Battersby
Editor-in- Chief, Investment International

© Investment International  | Site By Furness Media

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