Robo-Advice: What are the Limitations?


Jan
17
IFF Research, 5th Floor, St. Magnus House, 3 Lower Thames St, London, EC3R 6HD
09:00 for 09:30 until 11:30
E

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Life & Pensions

Robo-advice is expanding from the investment space into pensions and financial planning. But what are its limitations?

To what extent will consumers engage with automated advice solutions - will they continue to want some human interaction, particularly for more complex, individualised planning?

What’s the future for robo-pension, robo-protection and holistic robo-advice services - how could they impact the marketplace? And with automated advice talked about as a solution to the advice gap, what are the regulatory challenges?

As robo-advice becomes a financial services reality, our expert panel looks at the latest developments and considers how far it could go.

Speakers include:

Georgina Clarke, Director, IFF Research

Alastair Black, Head of Financial Planning Propositions, UK Propositions, Standard Life Aberdeen plc

Mark Grimes, Executive Director, EValue

Chair: David Dunn, Director, Making Sense of Retirement

Alastair Black

Alastair Black

Head of Financial Planning Propositions

Standard Life

David Dunn

David Dunn

Director

Making Sense of Retirement

Georgina Clarke

Georgina Clarke

Director

IFF Research

Mark Grimes

Mark Grimes

Executive Director

EValue

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