/ Advice and planning

New Blood: No Wrong Path Taken

We’ve only gone and done it again! Another successful event in London introducing the future “new blood” to the world of financial planning as well as welcoming advice professionals and others in the industry to watch Financial Planning: Live, which you won’t see anywhere else.

Throughout the day the interest in a career in financial planning rose to a massive 88%, which is testament to our amazing speakers and sponsors – we must be doing something right. Overall, the day was fantastic, and we hope everyone had a great time and as much fun as we did.

I know you’re desperately wondering – will we do it in London again? Well, I can tell you now that something very special is in the works, so make sure you keep updated to see where the cats are hosting next!

In the coming weeks we will be sharing a mix of content from the day on our website so make sure you don’t miss it.

We also launched our famous State Of The Advice Nation (SOTAN) report with a massive pyrotechnic show, you simply wouldn’t have believed your eyes (it may or may not have been three party poppers in unison…)!

Useful links to the stands in the student zone:

For advice professionals, a note from our anchor sponsor Aberdeen:

“Thank you for joining us at yesterday’s event, where Aberdeen was proud to be the anchor sponsor. As a follow‑up, we’re pleased to share our latest Techzone guide on Consolidating Pensions – designed to cut through complexity, support FCA‑aligned advice, and help you deliver clear, client‑focused recommendations.

You can get the guide below, and we also invite you to join our upcoming Techzone webinar for a deeper dive into the topic and practical takeaways you can put into action.

👉 Get the guide

👉 Join our Techzone webinar

If you’d like to discuss any of the themes further, we’d be delighted to hear from you.
👉Continue the conversation

In the meantime, here are some useful bits and pieces:

  • More coming about the London 2027 event announced at the end of the day

  • CPD certificates will be issued very soon.

  • The JustGiving page for our charity partner The Samaritans, please do make a donation if you can!

  • The gallery of professional photos below (more to come):

/ Blogs

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.