Online

Schroders pulse survey – what are advisers currently thinking? Join Schroders to hear the results from their latest financial adviser pulse survey, which could assist advisers with their business plans. In this working lunch Gillian Hepburn (Head of UK Intermediary Solutions) will cover a range of topics from adviser views on the market, cost of living crisis, artificial intelligence, consumer duty and the key challenges facing financial advisers.

By the end of the session delegates will be able to: 

• Understand views on the Investment market in April/May 2023, how they’ve changed and future predictions 
• Discuss the importance of client conversations on cash v long-term investing, and the benefits/disadvantages of these
• Explain the potential challenges in relation to artificial intelligence, cost of living crisis and consumer duty as we move further into Q2 2023

Speaker

Gillian Hepburn, Head of UK Intermediary Solutions Gillian has over 30 years ’ experience in financial services and joined Schroders in 2019 as Head of UK Intermediary Solutions. She is responsible for investment solutions for the UK Intermediary channel which includes Schroder Investment Solutions, a range of model portfolios and multi - asset funds . Gillian is a well - known and respected industry figure and regularly speaks at conferences and provides industry press comment. She was named ‘Woman of the Year – Investment’ at Professional Adviser’s Women in Financial Advice Awards 2021.