4th November 2010, Beaumont House, Old Windsor

Venue details and directions are 

“Just wanted to say that I enjoyed the 2 days very much. In fact not having to sit through another 7 hr presentation on why RDR will ruin our livelihoods has been truly refreshing.”

“Social networks and the technology that drive them are here to stay and represent the biggest opportunity the sector has had in a long while to rebuild trust and re-engage with potential clients in a way they value. Well done!” Jon Everill, Bluefin


We are delighted to announce an additional and very special speaker for this week’s Social Media in Financial Services event:

Understanding how social media changes operating models in financial services and for IFAs.

Professor Morris Pentel runs one of the most respected consulting businesses in the UK with a track record based on successful work for some of the largest financial institutions in the world.

He has been involved in the delivery of some of the most significant innovations in technology over the last 25 years winning a number of prizes. He has managed projects valued in hundreds of millions and been involved in a number of high profile service deliveries on a national scale. He has influenced technology design and best practice for the delivery of contact technologies for nearly a quarter of a century.

He has hosted and spoken at numerous events and had many articles published across the world. He is regarded as a leading thinker in business science pioneering both the cost modelling of customer experience and the use of social media.

Following the phenomenal success of Social Media in Financial Services in January 2010, we are delighted to announce a special one day conference Social Media in Financial Services 2 on Thursday 4th November 2010 at Beaumont House, Old Windsor.

Here’s what IFAs and Providers said after Social Media in Financial Services 1 this January:

“Head and shoulders above any conference I have ever attended.” Rebecca Christensen, Nucleus.

“I think #SocialMediaFS could run and run. If you have any sense at all, you must understand that the internet is changing the world and the financial advice profession. The best place to find out how to ride the wave is #SocialMediaFS – be there for the next one.” Pete Matthew, Jacksons Financial Services

“I really couldn’t agree more, it was superb! The speakers were excellent, and the content was both interesting and thought-provoking with relevance to financial advisers and providers alike.” Ed Evans, Paraplanning Online

“How refreshing to attend a conference where every talk was fresh, new and exciting. There was no doom and gloom about our industry, instead there was an almost tangible excitement bubbling away over the two days.” Tina Weeks, Serenity Financial Planning

“What an amazing event! I thought it was stunningly successful and could genuinely move the industry forward.” Martin Skinner, Inspired Asset Management


4th November 2010

Beaumont House, Windsor

08.00am – 09.00am

Registration and Networking

09.00am – 09.15am


Philip Calvert, IFA Life

09.15am – 09.50am

The day that Social Networks became Trusted Financial Brands

Thomas Power, Chairman of Ecademy

09.50am – 10.30am

Why Financial Advisers and Financial Services Brands need to have a Digital Mindset

Penny Power, Founder of Ecademy

10.30am – 11.20am

Technology in Financial Services – the Future today and what will change your World

Mike Linskey, Director of Fincision Financial Services Business Consultancy

11.20am – 11.50am


11.50am – 12.50pm

Is it too late for Financial Services brands to benefit from Social Media – or a golden opportunity for an industry that’s still on the back foot?

Christophe Langlois, Visible Banking

12.50pm – 13.50pm

Lunch and Networking

13.20pm – 13.50pm

Optional LinkedIn Masterclass.

Proven strategies for IFAs and Financial Brands to find new contacts and to win new business

Philip Calvert, IFA Life

13.50pm – 14.30pm

IFAs in the Digital Space – exciting new opportunities for IFAs online

Robert Pink, Google

14.30pm – 15.20pm

How IFAs and Financial Product Providers can use Social Media to provide outstanding Customer Service

Guy Stephens, Foviance

15.20pm – 15.40pm


15.40pm – 16.30pm

Social Media in Financial Services Awards 2010 and Principles and Best Practice for IFAs’ and Providers use of Social Media in Financial Services

16.30pm – 17.15pm

Do you have a Logo or a Brand? Transitioning your Marketing to Online in a post RDR world

Jaime Steele, Fleming Steele

17.15pm – 17.30pm

Summary and Close

Philip Calvert, IFA Life

IFA Life reserves the right to change the programme at any time.

Social Media marketing is a powerful and exciting opportunity for IFAs and financial services brands. But most are “still thinking about it” and missing out on integrating it into their sales, marketing and communication mix.

If you’re not using social media, one thing’s for sure; you’re not hearing what your customers are saying, you’re not truly engaging with them and you’re moving further and further away from them. You’re going to be left way behind unless you build social media marketing strategies now.

Attending Social Media in Financial Services 2 will be a new and different experience for many in the industry. This is a serious business event with serious networking to be done – and where IFAs, Providers and Suppliers will meet to learn and share best practice.

You’ll get together with fellow industry professionals, with outstanding presentations designed to discuss new technologies, best tactics, quick wins, methods and strategies for embracing the Internet and to engage with your clients. As one delegate told us at our event in january:

“If you’re not here, you’re not learning and you’ll be left behind.”

Key Speakers

Key speakers for Social Media in Financial Services 2 are already confirmed from Google and IFA Life.

We’re also delighted to welcome back Mike Linskey from Fincision with the very latest online developments from the USA in financial services. Plus – Jaime Steele of Fleming Steele whose jaw-dropping presentation left IFAs spellbound at the January conference!

Revealing how to use Social Media in Customer Services will be the UK’s leading expert Guy Stephens from online customer services experts Foviance. Foviance help companies around the world to improve the customer experience they offer, including Nokia, the BBC, Littlewoods, William Hill, Dunhill, Sky and many others. Customer Services is one of, if not the biggest issue for financial brands to get right, so don’t miss Guy’s amazing insights.

We are also really excited to confirm that Christophe Langlois, a globally renowned expert on social media in banking is also confirmed to speak.

If you were lucky enough to attend Social Media in Financial Services 1 this year, we can promise more startling insights into how the Internet is impacting the world of financial services and financial advice. You”ll benefit from a high content-packed day which we guarantee will move your business forward.

Attendees will include:

·        IFAs

·        Financial Planners

·        Paraplanners

·        Life, pension and investment providers

·        Banks and mortgage lenders

·        IFA support companies

·        Financial services recruiters

·        Financial services PR, digital and media professionals

·        And anyone in the financial services industry who believes that the Internet will have a part to play in their business.

If you missed the last conference, then here’s your second chance to be part of what has been described as “a groundbreaking industry event”.