, Celtic Manor Resort, Newport

This is part of a series of conversations we’ve been having with small groups of financial advisers across the country.

About this event

Do you work in the financial advice industry?

This is part of a series of conversations we’ve been having with small groups of financial advisers across the country. Listening to their perspectives on the ombudsman – and wider issues in financial services – has been really helpful, and we’ve been able to share insight on what we’ve seen.

In this round table discussion, we’ll talk about our approach to resolving complaints in areas such as investment and pensions advice – whilst answering any questions you may have on issues including suitability reports, insistent clients, our funding and our ombudsmen’s decisions.

The event will be chaired by our chief ombudsman, Caroline Wayman and will be joined by a representative from the Financial Conduct Authority.

Registration for this event is from 9.30 am.