Tom Heagarty

SimplyBiz opens post-Budget Advice Show to whole market amid rising client uncertainty

SimplyBiz has confirmed that its post-Budget online Advice Show on Friday 28 November will be opened to all financial services professionals, rather than exclusively to member firms.

The bi-monthly event, which typically attracts around 300 viewers, will run from 9.30am to 12pm.

Taking place two days after the Budget, the session will feature global and UK market updates, a detailed breakdown of the Budget’s implications, and an in-depth look at tax-efficient planning.

Additional segments will cover working with vulnerable clients, a regulatory round-up for 2025, and a special feature on cyber resilience in the advice sector.

Hosted by SimplyBiz investment committee chair Fabian Wiesner, the event will bring together almost 30 speakers from across the industry, including experts from Aviva, Aegon, Blackfinch, BlackRock, Just, SmartSearch, EdenTree and SimplyBiz.

Tom Hegarty, SimplyBiz CEO, said the decision to open the Advice Show to all advisers reflects a need for clear, expert insight at a time of heightened uncertainty and client concern.

He said: “It’s hard to remember when a major economic event was last besieged by such rumour and lack of clarity.

“There is an opportunity here for advisers to demonstrate the value they offer to clients in times of uncertainty reaffirming the benefit of long-term planning, anchoring their advice in current legislation, managing client anxiety and providing reassurance, and – vitally – ensuring the client never loses sight of the end result.

“Attending our Advice Show, with access to dozens of renowned, trusted experts from all areas of the financial service market in one place, just two days after the Budget, will offer advisers a huge breadth of information and the chance to ask questions of the panel.

“In just over two hours, attendees will feel better informed, better equipped, and more confident about delivering good outcomes to their clients. I believe that’s important enough to want to make it accessible to financial services professionals across the sector.”

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