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Robo-advice - have robots changed advice for ever?

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A brilliant presentation to be given at PBUK on 28th June by Henry Tapper on Robo-advice

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Robo-advice - have robots changed advice for ever?

  1. 1. “Have robots changed advice for ever?” Henry Tapper Pension PlayPen PBUK 28th June 2016
  2. 2. Five Questions for us today 1. Do we need a new form of advice? 2. Information- guidance or advice? 3. Is there nothing that a robot cannot do? 4. Will a robot steal your job? 5. Does it just depend on why you talk to?
  3. 3. Do we need a new form of advice? Luke Wootton - Huntswood
  4. 4. For example!
  5. 5. Information,guidance or advice? The delivery of a definitive course of action Tell The organization of the information to make an informed choice Organize The capacity to find information on line Search
  6. 6. Search
  7. 7. Organize
  8. 8. Tell
  9. 9. Is there nothing that a robot cannot do? BOT Web chat
  10. 10. Not very safe
  11. 11. I am a financial analyst/adviser Safer
  12. 12. Safe
  13. 13. The 21st Century Financial Advisor
  14. 14. Does it just depend on who you talk to? www.PensionPlayPen.com

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