The September 2026 AdviceTech Forum examined how advice firms have prepared their staff for the impact of AI, and how employees can maximise their value to a business as the technology takes on more of the work. The panel brought together:

  • Austin Mason, General Manager at Libra Insure
  • Anja Turvey, Operations Director at Salisbury House Wealth
  • Toby Bentley, Director and Financial Adviser at Bentley Wealth Partners

Each spoke from a different starting point, a protection-focused brokerage, an established wealth firm, and a business founded within the previous two years, and the session set out to draw on their practical experience of taking staff through the transition rather than to forecast the technology itself.

Session highlights

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