Alongside the day’s keynotes, the Timeline Main Stage hosts four breakout sessions covering some of the biggest questions in financial advice right now.
From the great wealth transfer to AI-powered firms, pricing strategy and the realities of an ageing population - here’s what’s on.
Breakout sessions on the stage
GENERATIONAL INVESTMENT INTELLIGENCE: WINNING IN THE AGE OF THE GREAT WEALTH TRANSFER
Dr Paul Redmond, 10:35 – 11:15am
By 2045, more than £7 trillion is expected to pass between generations in the UK alone. Drawing on original research developed with Janus Henderson, Dr Paul Redmond explores how Baby Boomers, Gen X, Millennials and Gen Z each approach money, risk and advice differently - and what that means for firms looking to retain assets, engage the next generation of clients and thrive in the age of the great wealth transfer.
MASTER YOUR PRICING
Jenny Millar, 11:45am – 12:30pm
Pricing is one of the most powerful levers for growth in an advisory firm, yet many still under-price the value they create. Jenny Millar explores how pricing shapes client behaviour, why cautious decisions quietly erode growth, and how modern pricing models can help firms design a proposition that reflects their real value and supports sustainable long-term success.
THE FIRM THAT THINKS FASTER
Thomas Hogg, 2:10 – 2:55pm
What happens when high-quality data, intelligent automation and AI agents come together to reshape how advice businesses operate? Timeline’s Chief Product Officer, Thomas Hogg, brings to life what an AI-powered advice firm looks like in practice and explores what it means for the future of the profession.
COGNITIVE DECLINE AND FINANCIAL OUTCOMES IN RETIREMENT
Heidi Karjalainen, 4:05 – 4:50pm
As people live longer and remain financially active well into later life, more complex financial decisions are being made at ages when cognitive ability may be declining. Drawing on research from the IFS Pensions Review, Heidi Karjalainen presents clear, data-driven evidence on how cognitive decline affects financial outcomes in retirement and what this means for advisers, policymakers and the wider industry.
Want to know more? Find out about Adviser 3.0 on our website or view the full agenda here.
