United Kingdom
Overlooking female clients costs industry $700bn a year
Retail and wealth products are not ‘consistently designed for women’s financial lives’
Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver
M&A drive expected to boost UK advice firm revenue by 50%
As it focuses on ‘organic growth and cash generation’ following its acquisition spree
IFAs say inheritance tax complexities hinder client interaction
As Sipp provider admits death benefits are top technical challenge for advisers
Over 25% of Brits believe they need £100k to seek advice
Majority think independent financial advice provides the best returns for their money