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the lang cat
@thelangcat.bsky.social
Financial services insight and communications. Delivered with impact. By people who really know their stuff.

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Are you an early stage #advicetech firm wondering whether to apply to Catwalk this year? Apply and demo your tech in front of our High Inquistors in June thelangcat.co.uk/catwalk-is-b...

Need more persuasion? Last year's Best in Show winners Joseph Williams from ZeroKey talks through the process:
March 18, 2025 at 11:17 AM
And there’s still time to donate to our charity partner and support the Samaritans’ important work.

That's it from #langcatlive Divide & Conquer. See you next time.
February 6, 2025 at 5:23 PM
If you’d like to come along to a lang cat event, we’re back in London on 5th June and in Glasgow on 30th September. Check out our website for more details: https://buff.ly/47HU3xL

#langcatlive
February 6, 2025 at 5:23 PM
We’ve had an amazing day at Divide & Conquer #langcatlive.

Thank you again to our sponsors: Quilter for Advisers, Fundment, abrdn Adviser, Aegon UK, Morningstar Wealth EMEA and Wesleyan.
February 6, 2025 at 5:22 PM
Natalie Holt takes us into Divide & Conquer 3: Navigating division and still keeping clients at the heart, with Caroline Stuart, Sparrow Paraplanning, Pete Matthew, Meaningful Money / Jacksons, and Philippa Hann, Paradigm Norton.

#langcatlive
February 6, 2025 at 4:50 PM
Next up at Divide & Conquer, Mark Polson has a fireside chat with Steven Levin, CEO of Quilter.

Talking about the priorities for the platform sector, Steve says there's still work to be done on integrating systems more effectively.

#langcatlive
February 6, 2025 at 4:50 PM
Our session: Divide & Conquer: When the balance is disturbed, features Mike Barrett talking about platforms 10 years on from our Platforms Are Dead event. "Back in 2015, vertical integration was a dirty word. Now every platform operating at scale has some sort of vertical integration."

#langcatlive
February 6, 2025 at 4:00 PM
Natalie Holt introduces our first session: Divide & Conquer: the tribes are massing. With Sara Woodroffe, FCA, Verona Kenny, abrdn and Amanda Mayes, Magus Wealth.

#langcatlive
February 6, 2025 at 2:45 PM
We're also proudly supporting Samaritans as our charity partner for this event.

#langcatlive
February 6, 2025 at 1:39 PM
Divide & Conquer is all about exploring the relationships between the advice profession, providers and the regulator. Mark Polson says in a perfect world, they should all work in balance, but in reality, there's always an imbalance. But are we actually holding each other to account?

#langcatlive
February 6, 2025 at 1:39 PM
We couldn't put these events on without the generosity of our sponsors. Thank you to Quilter, abrdn, Fundment, Aegon, Morningstar Wealth and Wesleyan.

#langcatlive
February 6, 2025 at 1:23 PM
After launching our State of the Advice Nation (#SOTAN) research this morning, we’re back with the main agenda for this year’s #langcatlive: Divide & Conquer.
February 6, 2025 at 1:23 PM
Our full #SOTAN report is now live. If you'd like to find out more about the research, there's more information over on our website: https://buff.ly/3SEPgaO

#langcatlive
February 6, 2025 at 12:28 PM
Year on year we measure where business owners feel they are headed in the next five years. In Wave 7 of #SOTAN we saw a moderate uptick year on year in consolidation expectations and a dip in succession planning.

#langcatlive
February 6, 2025 at 12:11 PM
Rich Mayor chats to Peter Coleman, Kingswood, and James Wallis, Aristotle Financial Planning about our third theme: consolidation. And client outcomes.

#langcatlive #SOTAN
February 6, 2025 at 11:58 AM
We asked #SOTAN respondents whether recent changes to CGT had impacted firms. Just 14% had seen no impact on them or their firm.

#langcatlive
February 6, 2025 at 11:48 AM
Next up, Katey Pigden talks to Roddy Munro, Quilter, Victor Sacks, VS Associates, and Dan Wiltshire, Wiltshire Wealth, about our second theme: Positioning your IFA business between advice and planning. And client outcomes.

#langcatlive #SOTAN
February 6, 2025 at 11:35 AM
We asked how the profession rates progress against the main Consumer Duty Outcomes. According to #SOTAN respondents, there's significant room for improvement.

#langcatlive
February 6, 2025 at 11:34 AM
Steve Nelson takes our first theme: Consumer Duty and client outcomes, with Zara Okoro, JG Paraplanning, and Samantha Gratton, Ellis Davis FP.

#langcatlive #SOTAN
February 6, 2025 at 11:15 AM
We asked #SOTAN respondents how 2024 was for them: 92% said ‘OK’ or ‘Great’.

#langcatlive
February 6, 2025 at 11:14 AM
It's finally here! Welcome to #langcatlive. We’re kicking off today’s event with the launch of Wave 7 of our State of the Advice Nation (#SOTAN) research, hosted by the lang cat's Katey Pigden, Rich Mayor and Steven Nelson.
February 6, 2025 at 11:06 AM
3 days to go until hashtag#langcatlive: Divide & Conquer!

✅ The slides are done

✅ The sting video is complete (and it's a cracker...)

✅ Speakers have been briefed and are ready to go

✅ T-shirts all good to go

✅ SOCKS

We can't wait to see you all there - thelangcat.co.uk/event/langca...
February 3, 2025 at 2:31 PM
🔊🔊 SOUND ON

Are you ready to take a side?

Have a look at who's gracing the Kings Place stage on 6 February for #langcatlive: Divide and Conquer.

More info and tickets here: https://buff.ly/47HU3xL

Don't forget we're not streaming this one so you'll miss out if you're not there...
January 9, 2025 at 7:00 AM
The agenda for #langcatlive: Divide and Conquer is now available!

More detail on the sessions (including the bonus SOTAN sessions!) and the speakers will be coming in the new year, but we are happy to say that it's shaping up to be a pretty good day...

thelangcat.co.uk/events/
December 20, 2024 at 11:07 AM
It's 68 days until our next #langcatlive event in London!

We'll be releasing more details over the coming weeks, but just to whet your appetites, the title card is below.

Which side do you want to be on? Find out soon... #DivideandConquer

Sign up here: https://buff.ly/47HU3xL
November 29, 2024 at 7:10 AM