Samantha Christopher, Head of Proposition, Strategy and Growth at Fidelity Funds Network talks to John Lappin in the final instalment of Build Better Financial Services.
She discusses how advisers have reason to be hugely optimistic with expectations that more members of the public will seek out advice.
She says digitisation will be key. Funds Network is seeking to increase efficiencies by developing better API interfaces to help advisers load up data.
She suggests platforms will continue to offer a range of solutions but there will change around decumulation with clients increasingly interested in the intergenerational transfer of wealth as well.
Octo Members
Octo
-
Gillian Hepburn on wealth transfer
31 January 2022
-
Gr8 Debate: Anastasia Georgiou
5 February 2021
-
The Cut: How are you ensuring best practice in your business?
24 September 2019
-
James King: The Octo Big Ask
28 April 2020