Insuring Futures: How the profession must adapt to achieve real equality

Tilney BestInvest Offices
Thursday, 03 October 2019
12:00 pm – 2:30 pm
    • Adam Owen , PFS Vice President

In this talk, Adam Owen takes a look at the unconscious biases that, if left unchecked, can create unequal outcomes even when we think we are doing the right thing.

Learning objectives / potential outcomes:

1. Understand the key messages from CII research into the future of financial planning and risk from the perspective of creating equality and countering unconscious bias.

2. Be able to apply simple techniques and practices to adapt your business to mitigate the risk of unconscious bias.

The target audience will be financial planners, paraplanners, legal professionals, accountants and investment professionals.

About the speaker:
Adam is Curriculum and Training Director at NextGen Planners. He joined the profession in the mid 1990s and has held advisory roles within direct sales and the IFA sector and provided technical compliance support to both DA firms and Networks. He was a founding director of support provider EQI Consultancy and has held a variety of senior compliance and supervision positions. More recently, he has focused on developing career pathways throughout the profession, becoming a CII and PFS accredited trainer and Vice President of the Personal Finance Society.


12:00 Coffee and networking
12:30 CPD talk
13:30 Buffet Lunch and networking
14:30 Close

Please book your place via Financial Liverpool eventbrite page

  • Tilney BestInvest Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at