Supporting you as you help your clients make good choices

The world is constantly changing. We’re here to support you as you focus on helping your clients with their real life savings.

The future of advice

We’ve teamed up with Citywire to bring financial planners together for a timely debate about the trends impacting the industry.

Intergenerational planning and branding


Video transcript (PDF, 50KB)

 

 

Watch the video to find out how some advisers are approaching intergenerational financial planning, and evolving their businesses to meet the needs of different generations.

The discussion examines how adviser firms are future-proofing their processes, client banks and businesses, while also taking a look at the long-term future of the industry.

You can watch the whole series on the future of advice on Citywire’s website.

Make a difference for your clients

The world changes quickly and in unpredictable ways, but the choices your clients make can make a difference. We're here to support you, so you can focus on helping them make good choices for their life savings. Noel Butwell explores intergenerational financial planning and what opportunities this could bring advice businesses.

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Developing our platforms

We’re investing in our platforms to strengthen and enhance the experience we deliver for you and your clients, in light of the future of advice and evolving client needs.

Proposed strategic partnership

Standard Life Aberdeen recently announced a proposed strategic partnership with Phoenix Group.