Join Schroders and Benchmark for a special working lunch to mark 15 years of the Schroder Adviser Survey. Gillian Hepburn, Commercial Director at Benchmark, and Olivia Geldenhuys, Investment Director at Schroder Investment Solutions, will discuss how the landscape for advisers has changed over the years. They will reflect on the key challenges faced by advisers in the first survey compared to those in the latest 2024 survey conducted in November while also looking ahead to the trends and challenges that may emerge in 2025.

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

  • Understand the changing advice market and key challenges
  • Explain adviser and client views on the investment market in October/November 2024, how these have changed and future predictions
  • Discuss adviser sentiment on key topics such as Consumer Duty, wealth transfer, outsourcing investment propositions and use of technology such as AI

Presenters

Sahar Nazir

Sahar Nazir

News Editor, Professional Adviser

Gillian Hepburn

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.
Philip Martin

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.
Stuart Podmore

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.

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