Rethinking financial support for the mass market: how building societies can lead the way in closing the advice gap

11:15 - 11:45
Wednesday 7 May 2025
Seminar Theatre

For over a century, building societies have been trusted partners in people’s financial lives – helping members save for their first home, plan for the future, and navigate life’s big decisions. But today, that kind of personal support is getting harder to find. As financial advice has become more specialised and expensive to deliver, many people are left to figure things out alone. Now, new regulatory changes – like the FCA’s Advice Guidance Boundary Review – are creating space for something different. A chance to reimagine how we support people with everyday financial decisions, at scale. In this session and interactive Q&A, join Alex Windle, Chief Customer Officer at West Brom Building Society, and Ruth Handcock, CEO of Octopus Money, for a practical and forward-looking discussion on how we can reimagine financial support for the mass market.

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