A Huge Thank You to Our Speakers and Partners at ProgPlan’25 A massive thank you to all the speakers who shared their technology insights, expertise, and challenges at ProgPlan’25. Your contributions sparked important discussions, challenged thinking and helped shape the ongoing debate about the future of financial advice and the role technology will play. Speakers: 🔹 Neil Bage (Shaping Wealth) 🔹Chris Davies MSc (Model Office Ltd) 🔹 Chirine Harb (Capital Asset Management) 🔹Jon Pittham (Karman Digital) 🔹Mark Whitcroft (PlannerPal) 🔹 Anthony Massie (Herbert & Webster) 🔹Alan Gurung (AdvisoryAI) 🔹Jonathan Griffiths, CFA (ebi) 🔹Jym Brown (Ningi) 🔹Samantha Seaton 🔹 Nicky Sevel (Woven Advice) 🔹 Paul M. (IWP UK) 🔹 Anna Butcher (Sound Financial ) 🔹Change Curve podcast – Paul Miles (Silverback Consulting ), Helen Clark (Mint Blue Consulting Ltd), Chris Baigent-Reed - Fintech consultancy and outsourcing company (Jigsaw Tree Ltd) and Christopher Pitt. Our Partners: AdvisoryAi, Benchmark Capital, ebi, Fundment, HSBC Life, Karman Digital, Model Office Ltd, MRM, Ningi, Origo, Planner Pal, Shaping Wealth and Woven Advice. ProgPlan’25 London is the start of the conversation. Plenty more discussion, insight and debate to come from the community. #ProgPlan25 #ThankYou #FinancialAdvisers #WealthTech #Innovation #IndustryInsights Lee Robertson
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Octo Members is the fastest growing private members group for financial services professionals, a dynamic native app based community. Together we’re creating the largest, most comprehensive community-generated collection of ideas and world-class content created exclusively by and for our members. We invite you to join over 4,100 of your peers to Connect. Share. Engage. We aim to facilitate the sector talking to and engaging with the sector. For practitioners by practitioners if you will. Showcasing good people, writing and talking about what they do and how they do it. Debating the hot topics and sharing really good short, actionable thought leadership amongst their peers. We are pan sector. We're not just financial planners, we're not just para planners, we're not just fund managers. It is a pan sector approach to getting all of us in the round talking about issues that affect us from our own perspectives. All leading exploring better business practices and client outcomes. We are a community because there is debate, the content is fresh, it's evergreen. Members curate their feeds selecting the content important to them. There are videos, podcasts, articles, questions, answers, panel discussions all enabling Octo members to Connect. Share. Engage.
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Updates
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Octo Members reposted this
And we are off! Octo Members ProgPlan ‘25 with Neil Bage of Shaping Wealth on Opening Keynote form. Always a brilliant learning experience and we are grateful for how Neil always sets a high bar for speakers and learning opportunities for delegates.
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Speaker Announcement – ProgPlan'25 The 'Tech Savvy' Adviser We’re pleased to welcome Jon Pittham, CEO of Karman Digital to ProgPlan'25. This session will explore what it truly means to be a ‘tech-savvy’ adviser, highlighting how technology can enhance efficiency, improve client experiences, and drive business growth in the modern advice industry. Don’t miss this insightful discussion on the future of tech in financial advice. #ProgPlan25 #KarmenDigital #TechSavvyAdviser #FinancialAdvisers #WealthTech #DigitalTransformation
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Partner Announcement – ProgPlan'25 We’re pleased to welcome Karman Digital as a partner of ProgPlan'25. Karman Digital equips ambitious firms with the tools and expertise they need to take their businesses from where they are now to where they want to be. We’re excited to have them on board and look forward to the impact they will bring to the event. #ProgPlan25 #KarmenDigital #BusinessGrowth #FinancialAdvisers #WealthManagement #DigitalTransformation
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Speaker Announcement – ProgPlan'25 Progressive Investing We’re pleased to welcome Jonathan Griffiths, CFA, Investment Specialist at ebi, to ProgPlan'25. Jonathan will share insights on progressive investing. Don’t miss this session on the future of investment management. #ProgPlan25 #ebiPortfolios #ProgressiveInvesting #FinancialAdvisers #WealthManagement #SustainableInvesting
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Partner Announcement – ProgPlan'25 We’re pleased to welcome ebi as a partner of ProgPlan'25. ebi provides clarity and value through innovation as an innovative discretionary fund manager, built on the principles of diversification, sustainable investing, and low-cost passive portfolio management. We’re excited to have them on board and look forward to the insights they bring to the event. #ProgPlan25 #ebi #WealthManagement #FinancialAdvisers #SustainableInvesting #PassiveInvesting
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Octo Members reposted this
Chuffed to bits to have Compare The Platform supporting ProgPlan’25 which kicks off on Thursday. Massive thanks to Bella Caridade-Ferreira, Rawle Calder (he/him/his), Sam Richardson and team.
Partner Announcement – ProgPlan'25 We’re pleased to welcome Compare The Platform as a partner of ProgPlan'25. Compare The Platform is the go-to source for unbiased and comprehensive information on investment platforms. Whether you’re an experienced investor or a beginner, their platform is designed to help you navigate the complex world of investments with clarity and confidence. We’re excited to have them on board and look forward to the insights they bring to the event. #ProgPlan25 #CompareThePlatform #InvestmentPlatforms #FinancialAdvisers #WealthManagement
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Octo Members reposted this
Chuffed to bits to have Compare The Platform supporting ProgPlan’25 which kicks off on Thursday. Massive thanks to Bella Caridade-Ferreira, Rawle Calder (he/him/his), Sam Richardson and team.
Partner Announcement – ProgPlan'25 We’re pleased to welcome Compare The Platform as a partner of ProgPlan'25. Compare The Platform is the go-to source for unbiased and comprehensive information on investment platforms. Whether you’re an experienced investor or a beginner, their platform is designed to help you navigate the complex world of investments with clarity and confidence. We’re excited to have them on board and look forward to the insights they bring to the event. #ProgPlan25 #CompareThePlatform #InvestmentPlatforms #FinancialAdvisers #WealthManagement
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Partner Announcement – ProgPlan'25 We’re pleased to welcome Compare The Platform as a partner of ProgPlan'25. Compare The Platform is the go-to source for unbiased and comprehensive information on investment platforms. Whether you’re an experienced investor or a beginner, their platform is designed to help you navigate the complex world of investments with clarity and confidence. We’re excited to have them on board and look forward to the insights they bring to the event. #ProgPlan25 #CompareThePlatform #InvestmentPlatforms #FinancialAdvisers #WealthManagement
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Partner Announcement – ProgPlan'25 We’re pleased to welcome Woven Advice as a partner of ProgPlan'25. Woven Advice is re-imagining data for wealth management, freeing financial advisers and planners to focus on what they do best—advising clients. Too much time is spent on manual tasks like re-keying data, collecting valuations, and producing reports, but AI and automation offer a better way forward. With a strong belief that successful innovation in financial advice starts with data management, Woven Advice helps firms build growing, more profitable, and compliant businesses. We’re excited to have them on board and look forward to the value they bring to the event. #ProgPlan25 #WovenAdvice #WealthManagement #FinancialAdvisers #AI #Automation #DataManagement
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