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Articles by Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Gillian has over 30 years' experience in financial services. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers. She also founded DISCUS, a business which provided research, insight and educational content for financial advisers about the outsourced investment market and spent time as Head of Strategic Partnerships at the Embark Group. Gillian is responsible for outsourced investment solutions for the UK Intermediary market including model portfolios on platforms and multi-asset funds.

An early Christmas gift?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

It’s planning time again! As we reach the  end of the year, we reflect in many ways but also start to look to the following year - planning holidays, special occasions, thinking about a ‘stress-free’ Christmas and perhaps even some business planning!

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Has TikTok set the clock ticking on your business?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

On the face of it, the millennial generation may not appear to offer much to your business as potential clients. However engaging with the next generation of investors could prove to be an important factor in ensuring your future prosperity - and conversely leaving this engagement too long, could mean that you’re too late.

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Are women key to your future business?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

Over the past three years I’ve spent time with financial advisers discussing their wealth transfer strategies and how these impact their businesses. What has become apparent is that perhaps instead of wealth transfer we should refer to wealth retention, because in addition to helping families to understand how wealth will move across the generations, the challenge can be retaining that wealth within an adviser business.

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A team approach adds value!

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

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‘Financial Lives 2020’ – does it have messages for savings and investment?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

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Multi-asset fund or Model portfolio?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

What does your Centralised Investment Proposition (CIP) look like? Following the introduction of the PROD regulations in January 2018, many financial advisers reviewed their client segmentation and then ensured that appropriate products and services were being delivered to their client groups... but are all bases covered?

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