In this episode of MM Talks, Money Marketing’s Kimberley Dondo and Tom Browne sit down with Jenny Davidson, intermediary wealth director at Scottish Widows.
Drawing on more than 30 years in the sector, Jenny discusses the evolution of adviser platforms, Scottish Widows’ intermediary strategy, and why heritage brands must balance scale with tech agility.
The conversation also explores the critical links between ill health and retirement security, the case for integrating protection into accumulation plans, and how the advice profession must adapt to support women ahead of the multi-trillion-pound intergenerational wealth transfer.
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