Working Lunch:

Schroders pulse survey 2025 – what are advisers currently thinking?

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In an ever-evolving landscape marked by heightened geopolitical tensions, shifting economic conditions, and a dynamic regulatory environment, financial advisers face increasing complexity in their roles. Join Schroders for an insightful working lunch where we will unveil the findings of the latest Schroders UK Financial Adviser Pulse Survey (May 2025). This presentation aims to equip advisers with crucial insights to inform their business strategies.

Featured speakers:

Gillian Hepburn, Commercial Director at Benchmark
Stuart Podmore, Investment Propositions Director at Schroders
Philip Martin, from Unique Financial Planning, who will provide an adviser perspective.

Together, they will examine the survey results, focusing on the key opportunities and challenges that financial advisers must navigate in the coming year.

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

Evaluate client sentiment regarding investments and articulate the potential impacts on their portfolios.
Identify and analyse key challenges and opportunities related to regulation, technology, and artificial intelligence (AI).
Prioritise and summarise the essential focus areas for the upcoming year.

Presenters

Sahar Nazir

News Editor, Professional Adviser

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.

Stuart Podmore

Investment Propositions Director, Schroders

Stuart presents and broadcasts to clients globally on Markets, Macroeconomics, Geopolitics and Behavioural Finance both from the Schroders studio and in person at conferences. Increasingly, he interviews key figures within and beyond the industry to provide additional insight for clients.

Stuart joined Schroders in 2015 as Investment Propositions Director after over 15 years in investment at Barclays and JPMorgan Asset Management where latterly, he worked as Client Portfolio Manager, Global Fixed Income.

Stuart served six years as a Royal Artillery officer, deploying on operations to Northern Ireland and the Former Republic of Yugoslavia, and served with the Reserve Forces for several years.

He is a Chartered Alternative Investment Analyst, holds the Investment Management Certificate and the Chartered Institute of Marketing Post Graduate Diploma.

Philip Martin

CEO, Unique Financial Planning

Philip is the CEO for Unique Financial Planning, a general advice business with over thirty advisers operating from offices in Surrey, Hampshire, Oxfordshire, Hertfordshire and Dorset, alongside a couple of other non-executive roles. Before this, he was Proposition and Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments. Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager’s UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.

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