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Some of our events are being rescheduled but many of our upcoming events are now taking place as webinars.
Please see the listing below.

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Hybrid Advice - will it become the future for advice in the UK?

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David Ellis, Head Of Strategic Partnerships, Royal London Group
Nick Hall, Head of Advice, Wealth Wizards
Sam Turner, Consultant, Altus

The Covid-19 pandemic has seen significant changes in the way advisers advise and work with clients, this together with the acceleration of the use of technology has seen the use of hybrid advice models increase.

In a more cost-conscious environment where customer preferences and expectations have changed, a hybrid approach - bringing together the best of human and digital capabilities - is needed.

As more organisations start to capture the benefits of hybrid advice models will it become the future of providing advice to clients? What will be the benefits, opportunities and challenges that will need to be considered?

Our upcoming webinar will explore what Royal London are undertaking to help advisers adopt hybrid advice models followed by the panel answering some key questions on how and why hybrid advice is likely to become the predominant advice model in the UK in the future.

Who will be speaking?
David Ellis, Head Of Strategic Partnerships, Royal London Group
Nick Hall, Head of Advice, Wealth Wizards
Sam Turner, Consultant, Altus

David Ellis, Head of Strategic Partnerships, Royal London Group
David has over 25 years' experience working in senior distribution roles for a range of product providers. These include Aviva, L&G and MetLife. He has been with Royal London for 13 years and during this time has been responsible for leading the company's relationship with key Nationals, Networks and Service Providers.

This includes managing a specialist team that engages with advice technology providers. Consequently, he has a good view of how these organisation are shaping up to help advisers build new ways of delivering services to customers. David has an Honours Degree from The University of Sheffield and an MBA from Durham University Business School.

Nick Hall, Head of Advice, Wealth Wizards
With over 25 years in senior advisory and management roles in financial planning, Nick's experience spans five major bank and building society advice models.

As an experienced leader in designing and implementing new propositions and platforms, including automated advice solutions, Nick has led teams delivering auto investment advice and was also instrumental in scoping and delivering an automated ISA journey into L&G. Nick has designed and delivered to large audiences, IHT and pension seminars focused on tax savings and increased income, through a market leading proposition with Nationwide Building Society.

In his current role as Head of Advice for Wealth Wizards, Nick leads the governance and oversight of financial guidance and advice, under Wealth Wizards' own advice permissions and also via our white label solution with our partner wealth firm. Nick is focused on developing advice expertise within the business to ensure our policies and propositions drive engagement, and informed choice for the financial wellbeing of our partners and their clients.

Nick is a Chartered Fellow of The London Institute of Banking 7 Finance and Investment Expert with IMC.

Sam Turner, Consultant, Altus

Sam has worked in the financial services sector for over 15 years with a background in advice, retail investment platforms and life and pensions. Sam is responsible for maintaining Altus' view of the fintech market and is particularly passionate about the role of technology in enriching the financial advice process as well as making financial advice and guidance more accessible in the UK.


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