Joel Viney | Head of Compliance – Wealth & Business Banking
Banco Santander
Joel has been in the Financial services industry for 15 years and has predominantly specialised in the Wealth and Financial Advice space. Having previously worked at the FCA Joel has spent the last 4 years at Santander heading up the Wealth Compliance area. Joel has a keen focus on the evolving role of Compliance and has been involved in various innovative projects exploring new ways of communicating with customers, the role of Behavioural Psychology, the use of technology through RegTech / FinTech and how all of these impact on customer outcomes.
Appearances:
Wealth 2.0 Day 1 - 28th November 2018 @ 15:00
How should financial planning adapt to a multi-stage life?
- Expansion of investment solutions to the mass market
- The impact of the introduction of pension freedoms, auto-enrolment and a shift from defined benefit to defined contribution pension schemes
- Lessons learnt from the past for moving forward with retail investment advice
last published: 27/Nov/18 11:35 GMT
Organiser
