Financially Mature, Stress Free
Discover how rethinking this groups retirement plans can light up new opportunities for advisers
Our research1 in partnership with forecasting specialists Trajectory, identified five retirement journeys for future clients. These were segmented based on key aspects of client’s lives now, such as health and income. One of the retirement journeys is Late Financial Bloomers.
Currently Late Financial Bloomers are around 6% of adviser’s client base but this is due to increase over the next 15 year which presents opportunities for proactive advisers, now and in the future.
Late Financial Bloomers are likely to get married, have children and buy property later in life, than previous generations, which may have an impact on their retirement savings.
They may not think of themselves as needing financial advice or realise the solutions that are available to them.
That’s why we have taken a deeper look into this group and provided an in-depth insight into how advisers could proactively engage with these clients to help nurture these client’s financial situations and help them plan for a comfortable retirement.
Our expert uncovers how new retirement journeys are helping advisers build their business and why nurturing this group will create opportunities for advisers.
In our third eBook of the series we explore the Late Financial Bloomers group. Discover how you can use these insights to engage your clients and help grow your business.
Inside the eBook:
One of the retirement journeys well known to advisers is Financial Mature, Stress Free. However, based on our research it’s expected that this group is set to decrease over the next 15 years, as defined benefit pension’s tail off and home ownership either shrinks or becomes delayed. But there are still opportunities within this group for advisers now.
CPD qualifying webinar - In this on demand CPD qualifying webinar John Chew, Pension, Tax and Estate Planning Specialist, future retirement journeys and the opportunities they present for advisers.
Spotlight on: Financially Mature, Stress Free eBook - In our second eBook of the series we explore the Financially Mature, Stress Free group. We reveal how advising these clients can help grow your business. Includes: expert insight, clients changing needs at key life stages and how to translate into added value.