Below is an overview of what we'll share on the day:
Session 1: Why ultra personalisation improves client engagement and your marketing... and satisfies Consumer Duty
Mike Johnstone, Co-Founder of TOMD, will cover how ultra personalisation can boost engagement by giving clients communications that truly resonate with them, strengthening both relationships and marketing impact. He’ll also discuss why it naturally supports Consumer Duty and share insights on how firms can move to more personalised communication strategies without adding to their operational burden.
Session 2: Why exit-readiness is just good business
Paul Miles from SilverBack Consultancy will explain why exit readiness goes far beyond preparing a business for sale, acting as a powerful, all round health check for your firm. By building a business that could be sold at any time, you create one that runs more efficiently, is more profitable, and is far less stressful to manage day to day.
Session 3: Why HRIS are a different type of MPS partner and what this means for you
HRIS operates as a genuinely different kind of MPS partner - one that blends institutional grade investment capability with a highly supportive, relationship led service model. We'll share what sets our approach apart, how our expertise and resources translate into stronger outcomes for your business, and why partnering with us can offer a more tailored, resilient and value driven investment proposition for your clients.
Date: 7 May 2026
Location: Duck & Waffle, 110 Bishopsgate, London, EC2N 4AY
Time: 09.00 - 11.00 with breakfast
The information on the following pages is directed at Financial Advisers only. By clicking continue you confirm that you are a Financial Adviser.
Continue