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Powering Your Business Towards 2030: Adviser Insights and the Role of Vanguard Advisor Solution

As financial planning firms look towards 2030, many are balancing ambitious growth plans with increasing demands from regulation, technology, operational complexity and changing client expectations.

Drawing on insights gathered from advisers across Vanguard's UK regional roadshows, this session explores what financial planners told us about the future of their businesses. We'll share findings on growth, Consumer Duty, artificial intelligence, simplified advice and the practical challenges firms face in building efficient and resilient businesses.

The session will also examine how adviser firms are creating capacity to focus on higher-value planning, stronger client relationships and improved client outcomes. Using Vanguard Advisor Solutions as a practical example, we will explore the role that investment outsourcing can play in supporting business growth, operational efficiency and long-term client success.

We'll also consider how solutions such as BlendedLife MPS can help advisers spend less time on portfolio implementation and more time delivering the personalised advice that clients increasingly value.

By the end of this session attendees will be able to:

• Identify the key business priorities, opportunities and challenges facing UK financial planning firms as they prepare for 2030.
• Explain how Consumer Duty, artificial intelligence and evolving regulation are influencing adviser business models and operating practices.
• Assess the role investment outsourcing and adviser solutions can play in improving efficiency, creating capacity and supporting consistent client outcomes.
• Evaluate how firms can use investment implementation solutions to devote more time to personalised financial planning, stronger client relationships and future business growth.