The agenda has been revealed for the fourth annual II Connect 2025 event, to be held in London on 20 May in London with impact of the UK Labour Government’s new policies on the cross border advice industry and the Trump effect two of the key topics set to be discussed.
This free-to-attend must-see event, which once again takes place at the Cavendish Conference Centre in 22 Duchess Mews, Marylebone, London, for international advisers and wealth managers is open to the readers of Investment International and our sister title International Adviser, with places on a strictly first come, first served basis being snapped up.
Among the highlights in the agenda below include sessions by Canada Life, Canaccord Wealth, Finance Isle of Man, Marlborough, QB Partners and UAP Group.
II Publisher Gary Robinson, said: “As with all of our events we aim to bring together the key decision makers from within our industry to present, discuss and debate the burning issues of the day. 2025 is another big year for our industry and we have some big topics ready to be debated on our agenda.
To register your interest in attending this event, click here, or for further information please email [email protected]
II Connect 2025 Agenda
Registration and Refreshments
9:00AM – 9:30AM
Introduction
9:30AM – 9:35AM
Gary Robinson, Managing Director of G&M Media Ltd and Money Map Media – the owners and publishers of Investment International and its sister title International Adviser opens the Fourth Annual II Connect 2025 event
Sponsor Session: Finance Isle of Man
9:35AM – 9:50AM
In this session the CEO of our lead jurisdictional sponsor Finance Isle of Man, Michael Crowe, will address the delegates with an update from The Isle of Man.
Sponsor Session – Alltrust and The UAP Group
9:50AM – 10:15AM
James Floyd, Managing Director Alltrust and Co-owner and Director The UAP Group will provide an update and overview of the most significant developments in the International Pensions and Trusts market and how the marketplace is dealing with recent changes implemented by the UK Government. How is the UAP Group and Alltrust ahead of the curve in being prepared for and being able to support advisory firms to deal with the change and ultimately capitalise on these developments?
Sponsor Session: Canaccord Wealth
10:15AM – 10:40AM
Justin Oliver, Chief Investment Officer, Canaccord Wealth, speaks on the state of the markets that have been impacted by Trump, tariffs and taxes and discusses how to deal with unpredictable and reveals some insights into how the company intends to make the most of the opportunities across this turbulent landscape.
Networking Break and Refreshments
10:40 – 10:55AM
Sponsor Session: Marlborough
10:55AM – 11:20AM
Nathan Sweeney, Marlborough’s CIO of Multi-Asset, and Danny Knight, Commercial Director of the Marlborough Group, will take part in this key session hosted by Marlborough. They’ll cover the group, capability and positioning and multi-asset investment outlook and explain where their company is identifying the best opportunities.
Sponsor Session: Canada Life
11:25AM – 11.55AM 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 retirement and trust and estate world.
Panel Session: Pensions and Retirement
12:00PM – 12.30PM
In this session we discuss the challenges facing the pensions and retirement industry, the wider impact of retirement planning in the UK and abroad following the change of government in the UK and how advisers and the industry in general can help clients navigate the choppy waters.
Featuring guest speakers including Rachel Meadows, MD IFGL Pensions , David White, MD and Owner QB Partners and James Floyd, MD Alltrust and Co-owner and Director The UAP Group. Chaired by G&M Media Director and Editor-in-Chief Mark Battersby
Networking Lunch:
12:30PM – 1:25PM
Case Studies and Breakout Groups
1:25PM – 2:20PM
This session will feature an exciting on-stage case study, with actors playing clients and advisers!
The session will be expertly led and presented by David White, MD and Owner QB Partners
Sponsor Session: Fintech, Insurtech and the rise of AI
2:20PM – 2:35PM
Finance Isle of Man’s Simon Pickering previews some of the key developments from the jurisdiction’s Third Innovation Challenge and will discuss how important a role can fintech play in international financial services. He also looks at the developing role that AI has within the international life assurance and pensions world.
Sponsor Session:
2:35PM – 2:50PM
Sponsor Session to be announced
Afternoon Refreshment/Coffee Break
2:50PM – 3:05PM
Afternoon Networking Coffee Break
Main Adviser Panel Session: Featuring Blacktower FM, Skybound WM, Hoxton Wealth and TEAM
3:05PM – 4.05PM
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. How much life is there left in the cross-border advice world?
Closing Remarks
4:05PM – 4.10PM
Networking Drinks
4:10PM – 5:55PM
The traditional II Connect Drinks event
