Inside Progeny's 'next generation advice journeys' project

‘We have a duty to drive improvements and impact for change’

Isabel Baxter
clock • 3 min read

Following its announced partnership with financial services consultancy Alpha FMC to design ‘next generation advice journeys’, Progeny UK managing director Caroline Hawkesley tells Isabel Baxter about the importance being innovative and agile…

Progeny's next-gen advice project includes a review of client processes, technology, and policy to ensure it is "setting the standard for industry best practice by being as productive, efficient and client-centric as possible". It said the project is aimed at benefiting colleagues and clients and is in line with its status as a B Corp, corporate Chartered firm, and the expectations of Consumer Duty. "We are constantly challenged within our industry in terms of the lack of joined up tech and access to data," Hawkesley tells Professional Adviser. "At Progeny we get that we needed to ...

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