Future of financial planning summit

How are advisers changing their processes to adapt to a post COVID world?

August 2021

94 MINS STRUCTURED CPD

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Risk Disclaimer

This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals) and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by BMO Global Asset Management (EMEA) (BMO). Certain content in this document is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. BMO gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.

Investment professionals in receipt of this document should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.

To the extent lawful, BMO excludes all responsibility and associated liability for any loss or damage suffered by any recipient of this document who chooses to rely on its content, whether occurring in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable.

Key takeaways:

  • Understand how advisory firms are changing their processes to adapt to a post COVID world
  • Explain the key components of the value and benefits of an adviser’s service
  • Describe some of the key proposals in relation to the Government’s future tax strategy and how this may affect clients and advisers alike

How do advisers adapt their business models to ensure they can thrive in this new world? We evaluate the key considerations for advisers and the new opportunities that might exist in a post COVID world.

Based on extensive research from 100 adviser firms and 1000 investors, Phil Wickenden from consultancy Ad Lucem provides insight into how firms are adapting to the ‘new normal’. He examines how customer behaviour has changed and what this means for adviser processes and their marketing strategy.

And as if “the way we work now” wasn’t challenging enough with Government debt at an all-time peacetime high, taxes are definitely going to change….sooner or later. Tony Wickenden from Techncial Connection examines tax proposals already in the pipeline, what might be in store later this year and what financial planning opportunities exist right now (and in the future) for advisers and their clients.

BMO Adviser Edge The future of financial planning summit

Risk Disclaimer

This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals) and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by BMO Global Asset Management (EMEA) (BMO). Certain content in this document is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. BMO gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.

Investment professionals in receipt of this document should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.

To the extent lawful, BMO excludes all responsibility and associated liability for any loss or damage suffered by any recipient of this document who chooses to rely on its content, whether occurring in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable.

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