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
Mark Grimes, Executive Director, EValue
Chair: David Dunn, Director, Making Sense of Retirement