Financial Liverpool - Communicating Adviser Value in a Fee Based World and how can it support Consumer Duty?

Tuesday, 28 February 2023
12:00 pm – 1:00 pm (UK time)
    • Angie Stauton, Business Development Manager, Vanguard Asset Management

The Advice Value Proposition is changing and so are client expectations.

Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times.

Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice.

Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Value of Advice”.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.