Future of Advice: Beneath & Beyond - Discussing key themes from AKG’s paper

Presented by

Matt Ward, Communications Director, AKG

About this talk

Future of Advice: Beneath & Beyond - Discussing key themes from AKG’s sponsored paper and enabling webinar participants to give thought to short-, mid- and long-term challenges and opportunities in the advice sector. Intermediary distribution is the lifeblood of financial services companies assessed by AKG. A key part of AKG’s work therefore, in assessing the operational strength/sustainability of these companies, involves close monitoring of the temperature and due consideration of the likely future shape of the intermediary distribution market. AKG’s overarching objective was to produce a practical paper which looks at key factors, drivers for change, likely shape of the market and to establish the main challenges and opportunities for intermediary businesses, manufacturers and other relevant parties, primarily over the next two to three years. But also to flag longer-term considerations. AKG carried out three separate but complementary market research exercises, with both adviser and consumer audiences, to underpin the delivery of this paper and so associated research findings are referenced throughout. Finally, through the research and its findings, AKG also wanted to establish a platform for ongoing industry discussion and debate. Speaker bio Matt is Communications Director at AKG, joining the company in 2014, and has over 25 years’ industry experience, including previous roles at Defaqto and AXA Equity & Law. Matt leads on communications with companies across AKG’s financial strength assessment sectors (Provider; Offshore; Platform; DFM) and champions the role that consideration of company financial strength/sustainability plays in the research/due diligence exercises carried out by intermediary firms. He is also responsible for delivering AKG’s industry research papers, including output on pension freedoms, equity release, MiFID II and the future of advice.
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (125)
Subscribers (24495)
We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.