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.
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