Working Lunch:

Schroders pulse survey 2024 – what are advisers currently thinking?

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From changes in regulation to economic and market conditions, the adviser landscape continues to prove complex. Join Schroders to hear the results from their latest Schroders UK Financial Adviser Pulse Survey (May 2024), which could assist advisers with their business plans. In this working lunch Gillian Hepburn, commercial director, Benchmark and Olivia Geldenhuys, investment director, Schroder Investment Solutions will cover these results and walk through the key challenges facing financial advisers in 2024 and beyond. Colmore Partners managing director Richard Meek will also join this event, discussing the adviser feedback on a range of regulatory changes such as Consumer Duty, the pensions lifetime allowance, the advice/guidance boundary and sustainable investments.

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

Understand adviser and client views on the investment market in April/May 2024, how they’ve changed and future predictions
Explain the cash versus long term investing debate and whether client sentiment is now changing
Discuss the adviser feedback on a range of regulatory changes such as Consumer Duty, lifetime allowance, Advice/ Guidance boundary and sustainable investments.

Presenters

Hope Coumbe

Editor, Professional Adviser

Hope Coumbe (formerly William-Smith) is editor at Professional Adviser. She first joined Incisive Media as news editor of Professional Pensions in 2019 before becoming deputy editor in 2022. Hope was highly commended for Willis Towers Watson's DB Journalist of the Year in 2021, and shortlisted for Headline Money’s Rising Star of the Year and Financial Health and Life Insurance Journalist of the Year awards in 2019. She graduated from the University of New South Wales in 2015 with a Master of Law, Media and Journalism. Prior to that, she completed a BA in Politics and International Relations at the University of Sydney. Outside of work, she enjoys playing sports, learning languages, and travelling.

Olivia Geldenhuys

Investment Director, Schroder Investment Solutions

Olivia has worked with financial advisers since 2012 to support them in integrating a centralised investment proposition into their business. Her career began as a Client Service Specialist in South Africa where she later led the team. In 2018 Olivia moved to the UK to facilitate an expansion of the business into Europe and also coordinated global projects in the Product Office.

Olivia joined Schroder Investment Solutions in 2022 where she focuses on providing key information about the portfolio ranges and market views to the sales team and clients.

Olivia holds a BCom in Investment Management at the University of Pretoria in South Africa with an Honours in Financial Management. She also holds a post-graduate diploma in Financial Planning.

Gillian Hepburn

Commercial Director, Benchmark Capital

Gillian has over 30 years’ experience in financial services and is currently Commercial Director at Benchmark Capital. She was previously Head of UK Intermediary Solutions at Schroders. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers.

Gillian is also on the advisory board for Women in Asset Servicing and was named as ‘Woman of the Year – Investment’ at the Professional Adviser Women in Finance awards 2021.

Richard Meek

Managing Director, Colmore Partners

Richard is a Chartered Financial Planner and the Managing Director of Colmore Partners, a fast growing Financial planning firm with over £500m of assets under advice.

He has overall strategic responsibility for Colmore Partners as well as continuing to advise existing clients and develop new sources of work. He has a keen interest in market developments that can improve the client proposition and the efficiency with which his business operates, alongside a passion for ensuring his team have the “soft skills” to ensure effective client communication and engagement.

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