Professional Adviser Working Lunch
with Schroders

26th May 2021 | 13:00 - 14:00 | Live Online

Wealth transfer – What about divorce?

Approximately 42% of marriages end in divorce. During the first lockdown the number of divorce enquiries at times peaked at a 75% increase compared to 2019. The impact for many is not just emotional but financial with women often finding themselves with a substantial lump sum but an average pension pot of three quarters that of their ex!

Continuing the wealth transfer theme, Gillian Hepburn will be joined by advisers specialising in this field to share their experiences and how they work with this specific client segment.

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. 

Speakers


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.