Professional Adviser Working Lunch
10th March 2021 | 13:00 - 14:00 | Live Online
Welcome to the Schroders Working Lunch.
Are spouses key to the profitability and longevity of your business?
The challenges and opportunities of ‘the great wealth transfer’ have been well documented and discussed in recent years but the key focus is often on passing wealth to future generations. However research indicates that significant ‘babyboomer wealth’ is held within joint households where the first transfer of wealth is often husband to wife. 70% of these widows will change adviser! What might be impact of this on your business and is there something you can do now to address that challenge?
Gillian Hepburn, Intermediary Solutions Director at Schroders will be joined by Philip Martin, Managing Director at Unique Financial Planning and Sam Secomb, Director at Pentins and Women’s Wealth to explore this challenge and consider how financial advisers can respond.
Gillian Hepburn, Intermediary Solutions Director, Schroders
Gillian has over 30 years experience in financial services and has recently joined Schroders as Intermediary Solutions Director.
Previously, Gillian had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers, life companies and financial advisers.
In 2016 she founded DISCUS, a business providing research, insight and educational content for financial advisers about the outsourced investment market and discretionary managers. Following an acquisition of the business by the Embark Group she continued to develop DISCUS, provided expert consultancy services for the launch of the Embark platform and was Head of Strategic Partnerships.
Philip Martin, Co-Founder & Business Development Director, Unique Financial Planning
Philip co-owns and manages Unique Financial Planning, a general advice business with 25 advisers operating predominately in the south of England. Prior to this, he was Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments.
Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager’s UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.
Samantha Secomb FPFS, Chartered Financial Planner, Pentins Financial Planners and founder of Women's Wealth
After 30 years in financial services Sam has passed the reins of her traditional financial planning practice to her son and embarked on an executive MBA in preparation for scaling up her new practice. Women's Wealth is dedicated to changing the way financial advice is perceived by women, both as clients and as advisers.