How to deliver client-centric advice in a topsy-turvy world

Client-centric advice in an ever-changing world
FTAdviser Financial Advice Forum 2022

Tax changes, succession-proofing your business, advising the next generation of savers and getting clients to pretend they are dead were all topics discussed at the FTAdviser Financial Advice Forum 2022.

As chancellor Kwasi Kwarteng was finalising his speech, ready to deliver what would be the biggest 'mini-Budget' in years, the Financial Times's head office, Bracken House, welcomed delegates to FTAdviser's first in-person forum since 2019. 

The flagship FTAdviser Financial Advice Forum, which took place on Thursday September 22, was built around the theme of 'client-centric advice in an ever-changing world', and it is true to say change has been the constant over the past decade. 

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As editor Simoney Kyriakou said in her opening statement to a packed room: "We have had the Brexit vote in 2016, welcomed three prime ministers since 2016, worked our way through Covid-19, and even this month we have seen enormous upheaval. 

"On top of this, you have had to cope with new regulations such as the consumer duty, potential changes to the shape of UK regulation post Brexit, and an emergency budget set to usher in a 'new era' of Trussonomics."

The event, which was accredited by the Chartered Insurance Institute for CPD, covered a broad agenda: from a fireside chat with Caroline Rainbird, chief executive of the Financial Services Compensation Scheme, to a discussion on the consumer duty rules; from the future of professional indemnity insurance, to ways to inflation-proof your clients' portfolios; and from the difficulties of defined benefit transfer business to conversations with clients around thematic investing.

To read an overview of the full day and view pictures from the event, click on the image above.

You can watch each session on demand for the next 30 days using this link