Is financial advice in the UK set to become more widely accessible?
“The advice-guidance boundary review and a potential new regime for more helpful guidance mark a significant shift in financial services. This shift goes beyond the traditional lines of advice and guidance, focusing on comprehensive support that empowers people to make better financial choices. By recognising the important link between guidance and advice, embracing risk management and using the principles of consumer duty, the financial services industry is set to offer more accessible and effective help than ever before.”
The client experience
Managing spending habits can be hard work (Mark Newfield)
Getting emotionally ready for retirement (Elliot Appel)
The advisory profession
What will financial advice in the UK look like post-Consumer Duty? (Gillian Hepburn)
Understanding the real value of what advisers can offer (Scott MacKillop)
Work and business
The challenges that face small business owners (Shelley McCarthy)
Have young people lost faith in work? (James Greig)
How to think strategically about a career transition (Herminia Ibarra)
Adviser marketing
Can you become a centre of influence? (Bryce Sanders)
What financial advisers need to know about networking and self-promotion (Stephen Boswell)
CONTENT FOR ADVICE FIRMS
Through our partners at Regis Media, TEBI provides a wide range of high-quality content for financial advice and planning firms. The material is designed to help educate clients and to engage with prospects.
As well as exclusive content, we also offer a wide range of pre-produced videos which explain how investing works and the valuable role that a good financial adviser can play.
If you would like to find out more, why not visit the Regis Media website and YouTube channel? If you have any specific enquiries, email Robin Powell, who will be happy to help you.
Comments