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

1. “Have robots changed advice for
ever?”
Henry Tapper
Pension PlayPen
PBUK
28th June 2016

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. Do we need a new form of advice?
Luke Wootton - Huntswood

4. For example!

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. Search

7. Organize

8. Tell

9. Is there nothing that a robot cannot do?
BOT Web chat

11. Not very safe

12. I am a financial analyst/adviser
Safer

13. Safe

14. The 21st Century Financial Advisor

15. Does it just depend on who you talk to?
www.PensionPlayPen.com