A 30-minute view.

In this wide-ranging interview, we hear from Gillian Hepburn of Schroders on what their latest research on wealth transfer has indicated.

Members heard from Gillian and Alex Funk back in December about the findings from the Adviser Survey and this builds upon that research.

This session covering asset transfer, generational differences, asset retention particularly upon and after the death of a client.

With trademark honesty and insight, Gillian who is a real champion of the societal value of financial advice and the work of advisers, discusses the findings, action points for advisers and focuses particularly on the subject of women and their wealth and how advisers might think differently.

The full survey can be found in this download, kindly provided to members by Schroders.

CS3287_Schroder Adviser Survey Report_Dec 21_ONLINE.pdf

A helpful guide to the subject of women and wealth can be found in this download, again courtesy of Schroders.

Taking the reins brochure_FINAL_UPDATED_DIGITAL.pdf

As ever, we are very grateful to Gillian for her time and access to the resources for members.