Defaqto

We’re transforming Engage - our leading financial planning tool - to give advisers a smart advantage and their clients a brighter financial future. Explore the future of smarter financial decisions. View here https://ow.ly/LunY50OO2G8

ICYMI: Autumn Budget 2024: Navigating new IHT rules on Pensions The recent Autumn Budget has introduced a significant and unexpected change—pensions are now subject to inheritance tax (IHT). This shift has sent shockwaves through the financial planning world, as advisers work swiftly to adapt estate strategies for their clients. https://lnkd.in/eK6NQENH

A huge thank you to all the attendees, speakers, and sponsors who made the ‘Future of Advice’ conference a resounding success. The event brought together industry leaders, professionals, and experts to explore the trends and strategies shaping the future of financial advice. Through engaging sessions and insightful panels, participants gained valuable knowledge to enhance client service and navigate a rapidly evolving industry. Stay tuned for more exciting Defaqto events in the coming year! Premier Miton Investors | Orbis Investments | EdenTree Investment Management | Scottish Widows | Waverton Investment Management | Brookfield Oaktree Wealth Solutions | Carmignac | Time Value Investments, Inc. | abrdn | Aegon UK | BNY Mellon | Canada Life Asset Management  | Vanguard

Given the ever changing financial landscape, taking in different perspectives around key topics is invaluable. Yesterday, the Defaqto Future of Advice Conference was the perfect opportunity to engage with the industry and get an insight of how things might look over the coming years. A really insightful event with impressive presentations and panel discussions. Plenty of ideas to take home and think about with clients. #futureofadvice #financialplanning

Neale Smith from Scottish Widows is currently exploring how behavioural science can improve client outcomes by addressing the biases that influence financial habits and decision-making.

Up next we have Charlie Thomas from EdenTree Investment Management sharing valuable insights on the latest trends in Responsible and Sustainable investing.

Nicola Dormehl of Orbis Investments is up next talking 'Risk and return from the bottom up' - challenges like energy infrastructure, chip scarcity, and government deficits call for caution amid high valuations and sticky inflation.

Chris Robinson, CFA from Premier Miton Investors highlighting the key benefits of Managed Portfolio Services (MPS) under the framework of Consumer Duty.

💥 The Defaqto Adviser Conference is off and running! Looking forward to a day of insightful speakers, and networking with fellow industry professionals 👌

The Adviser Conference is kicking off shortly, bringing together industry leaders, financial professionals, and experts to explore the latest trends, insights, and strategies in the advisory space. This event promises to be a valuable opportunity for networking, learning, and discussing key issues shaping the future of financial advice. Attendees can expect a range of engaging sessions, expert panels, and practical takeaways designed to help them better serve their clients and stay ahead in a rapidly evolving industry.