What are advisers thinking as we head into 2027?

Already registered? Login

Event details

Date

Time

Duration

Webinar Overview

With client concerns, regulation, technology, and market uncertainty all shaping how advice is delivered, advisers are rethinking their priorities as the year draws to a close. Join Schroders for an insightful working lunch as we reveal the findings of our latest Annual Adviser Survey, exploring how advisers are responding to shifting client sentiment, where they are positioning client portfolios, and how they are approaching retirement income, outsourcing and the growing role of AI in their businesses. Discover what advisers are telling us and the insights that could help inform your business strategy for the year ahead.

Presenters

Isabel Baxter

News Editor

Professional Adviser

Isabel Baxter is news editor at Professional Adviser, leading coverage of the UK financial advice, wealth management and retirement planning sectors. She is responsible for breaking news, industry analysis, features and interviews with leading figures across the adviser market.

Isabel joined Incisive Media in 2023 as a senior reporter, progressing to chief reporter before becoming news editor. Prior to Professional Adviser, she was a junior reporter at PAM Insight, covering the wealth management and private client sectors.

A graduate of the University of Leicester, Isabel has reported extensively on adviser succession, M&A activity, regulation, retirement planning, sustainable investing and other key developments shaping the advice profession. She has built a strong network of industry contacts and is recognised for her insightful coverage of trends affecting advisers and wealth managers.

Since joining Professional Adviser, Isabel has become a trusted voice on issues including industry consolidation, retirement planning and the future talent pipeline within financial advice. She regularly conducts interviews with senior industry figures and contributes in-depth features and commentary.

Stuart Podmore

Investment Propositions Director

Schroders

Stuart presents to clients globally on markets, macroeconomics, geopolitics and behavioural finance, from the Schroders studio and at conferences. He joined Schroders in 2015 as Investment Propositions Director, following over 15 years at Barclays and JPMorgan, most recently as Client Portfolio Manager, Global Fixed Income. Stuart is a former Royal Artillery officer and a CAIA charterholder. He holds the IMC and a CIM Postgraduate Diploma.

Jamie Fowler

Head of UK Wealth

Schroders

Jamie leads a high performing team with client engagements in trying to identify solutions to business and investment challenges. He also supports leading discretionary and advisory clients in the North of England & Scotland. Jamie joined Schroders in 2002 and has over 20 year’s financial services experience. He holds the Investment Management Certificate (IMC) and a BA (Hons) Degree in European Finance & Accounting from the University of Leeds.

Register

Full Name

First Name

Last Name

Company Name

Job Title

Phone Number

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Town/City

Postcode

FCA Number

Which best describes your organisation?

Which best describes your job function?

You can submit a question for the panel in advance here

If you do not already have one, would you like free membership to Professional Adviser? Membership will give you access to all articles, newsletters and event invitations.

Yes No

DATA PROTECTION STATEMENT

Your privacy policy – Please read carefully

We set out below how and the basis under which we, Incisive Media*, will communicate with you. In our Privacy Policy we explain how we may use your data.

For subscriptions, events, sponsored content and resources, we will use the lawful basis of 'legitimate interests' and we will use the contact details supplied to us to market to you regarding your trial or subscription, reader research, events and other related products. You will always be offered the option to change your contact preferences.

Where you request a whitepaper or content published by one of our third party partners or attend a sponsored event which Incisive Media hosts, we will identify the third party or sponsors to you at the time and then pass on your contact details to them. They will contact you directly and their use of your data will be governed by their own privacy policy. Events may attract additional sponsors after bookings have opened and after the date you have signed up to attend, but we will identify all sponsors to you by email before the event.

Please note that if you are a sole trader or other partnership, you will not receive information regarding Incisive Media’s other brands or from third parties until such time as we have your consent.

Privacy Policy

Yes, I understand and accept the Terms and Conditions and Privacy Policy.

* Required Fields

Event Assistant