Is advicetech getting any better at helping advice professionals deliver a great advice experience to clients? Or are we destined for a future in which we struggle to get platforms, services and software to work the way we really want?

That’s what platforms, pensions and investments consultancy, the lang cat, wondered. That’s why they spoke to paraplanners, advisers and administrators for their latest report – A Fragmented World – published late last month.

The report combines findings from in-depth interviews with nearly 40 financial planning firms with responses to a comprehensive online survey completed by scores of financial advice professionals.

But will the lang cat’s findings chime with your own day-to-day experience of advicetech?

To find out, watch the replay of this online Assembly where the lang cat’s insight director, Steve Nelson, shares what they learned – and what it means for paraplanners and your use of advicetech in future.

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

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A video cover image showing the title 'CRPs and the consumer duty effect' in large letters. Beneath it, the subtitle reads 'Recorded on 12 October 2022'.

Heather Hopkins of NextWealth and Andrew Nash from Pru joined host, Richard Allum, for an online Assembly at 1pm on 12 October 2022.

During the hour-long event they covered the emerging trends in CRPs including thoughts on the effect that consumer duty is having on propositions.

They also covered other topics such as whether secure income is making a comeback and insights into client perspectives on the information that advice professionals provide to them.

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

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Planning for small and medium size businesses can often feature in a paraplanner’s role. But guess what? We don’t think we’d ever explored the issues that affect small businesses – and the people who run them – in an Assembly.

So we decided to fix that. And to help us navigate the topic, we were joined by Les Cameron from M&G Wealth.

Whether you already have experience in this area or are new to it we’re confident that this Assembly will be right up your street. Over the course of an hour, we expect to cover:

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

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Our guests – Guy Anderson from Just, Sarah Lees from Plan Works, Ben Mastel from 7IM and Sam Tonks from Succession Wealth – discussed the case of Holly Gennero – a divorced mother of two. (Can you spot the film reference? It was the last CSI before Christmas). The team covered the following retirement income options:

Plus concepts including:

Interested? Then just tap ‘Book now’ to save your spot. (And look out for the link to the retirement income case study in a couple of days before the event.)

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

Broken link or duff information?
If something’s not quite right on this page, please tell us what you spotted now at our bug list.