Cookie Settings

Beware of scams – German Property Group, The Resort Group, Storefirst and Parkfirst investors beware of scammers offering to release these assets from your pension for an upfront fee. Click here for more details.

Articles by Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Gillian has over 30 years' experience in financial services. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers. She also founded DISCUS, a business which provided research, insight and educational content for financial advisers about the outsourced investment market and spent time as Head of Strategic Partnerships at the Embark Group. Gillian is responsible for outsourced investment solutions for the UK Intermediary market including model portfolios on platforms and multi-asset funds.

An early Christmas gift?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

It’s planning time again! As we reach the  end of the year, we reflect in many ways but also start to look to the following year - planning holidays, special occasions, thinking about a ‘stress-free’ Christmas and perhaps even some business planning!

Read more

Are women key to your future business?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

Over the past three years I’ve spent time with financial advisers discussing their wealth transfer strategies and how these impact their businesses. What has become apparent is that perhaps instead of wealth transfer we should refer to wealth retention, because in addition to helping families to understand how wealth will move across the generations, the challenge can be retaining that wealth within an adviser business.

Read more