A third of advisers expect engagement from younger audiences

News Team, 23/02/2021

Almost a third (30 percent) of advisers expect the age at which clients first engage with IFAs to decrease over next five years.

Charles Stanley’s recent white paper – Book of Stories 2.0 – found that younger generations are showing more of an interest in their finances.

Some people have built up a “lockdown savings pot” due to not commuting and saving money on leisure activities like eating out or going on holiday.

Recent figures from the Bank of England found that families have saved over £150 billion in the past year. 

One in five (19 percent) advisers said virtual communication du...

Continue reading this article...

Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.

You are currently not logged in,
login to view the full article
start by clicking this button.

Need a subscription,
fill out the form here or

About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

Read more about PAM