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

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Webinar Overview

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.

CPD Learning Outcomes

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.

Presenters

Katrina Lloyd

Editor-in-Chief

Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Perry Marsden

National Active Investment Specialist

Vanguard

Perry Marsden is a national active investment specialist for Vanguard. He is responsible for the delivery of insight into and market knowledge of Vanguard’s low cost active funds. He also develops messaging and presentations that build on Vanguard's research and thought leadership capabilities. Perry has been with Vanguard for over 11 years, prior to this he has worked with other major investment managers throughout the UK.

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