Octopus CEO: 'The industry remains untrustworthy'

Advice ‘needs to move away from un-relatable investment products’

Isabel Baxter
clock • 4 min read

The financial advice industry remains untrustworthy and needs to become more relatable for clients, Octopus CEO Simon Rogerson has said.

"You normally think about money around a life event," Rogerson told PA. "That life event might be going to university, getting married, having children, retiring, a loved one dying, or getting divorced. "These are all big life events that bring financial services products into context, and that is not the way the industry has thought about things." The industry tends to think about investment products, according to Rogerson. "We talk about investment products and their performance, macroeconomics and geopolitical events – things that the average customer finds difficult to understa...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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