Industry Voice: A team approach adds value!
New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?
Gillian Hepburn, Intermediary Solutions Director, Schroders
What do clients value from their financial adviser? Many articles have covered this and usually reach the same conclusion that ‘beauty is in the eye of the beholder . Value is assessed by the client, is subjective and based on a variety of expectations and perhaps influenced by how value was positioned with them at the outset.
FIRSTGROUP PLC - Holding(s) in Company
PR Newswire
1. Issuer Details
3. Details of person subject to the notification obligation
Name
London Wall, Barbican
England
4. Details of the shareholder
Full name of shareholder(s) if different from the person(s) subject to the notification obligation, above
City of registered office (if applicable)
Country of registered office (if applicable)
5. Date on which the threshold was crossed or reached
04-May-2021
05-May-2021
.
% of voting rights through financial instruments (total of 8.B 1 + 8.B 2)
Total of both in % (8.A + 8.B)
Total number of voting rights held in issuer
Resulting situation on the date on which threshold was crossed or reached
Industry Voice: How Schroders are measuring the social and environmental impact of countries
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Industry Voice: How Schroders are measuring the social and environmental impact of countries
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‘Financial Lives 2020’ – does it have messages for savings and investment?
The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial. By Gillian Hepburn, Intermediary Solutions Director at Schroders
Pre pandemic, in February 2020, the FCA conducted its second
Financial Lives s
urvey. This survey of UK consumers provides information about consumers’ attitudes towards managing their money, the financial products they have and their experiences of engaging with financial services firms.
A key question that this survey seeks to answer is how many UK adults have low financial resilience. As part of this, the survey looks at how many adults display characteristics of vulnerability which relates to poor health, a life event, low resilience or low capability.