Hybrid Advice – September Forum Recap

This month we discussed, ‘Hybrid Advice’. The conversation included the integration of customer fact-finding and cash flow modelling. Participants highlighted the benefits of tools that allow clients to simulate various retirement scenarios, enhancing their understanding of potential outcomes.

The conversation also addressed regulatory challenges and the varying comfort levels of older clients with technology. Attendees shared strategies for incentivising online fact-finding to streamline processes and reduce costs, while tools like CoPilot emerged as cost-effective alternatives to traditional advice systems. Overall, the forum emphasised the importance of blending technology with personalised service to adapt to the evolving landscape of retirement planning.

Panellists included:​

  • Kevin Riches, HUB

Session highlights

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