News
Financial advisers have a unique opportunity to capture the £47 billion Gen Z wealth market through long-term strategies and digital-first engagement
How Financial Advisers Can Capture the £47 Billion Gen Z Market Opportunity
New research from M&G reveals Generation Z are the most financially optimistic generation, with 47% of 18-24 year olds confident about their retirement prospects - significantly higher than millennials (29%) and Gen X (25%). While this optimism creates a substantial market opportunity, it also represents a strategic challenge: how do you monetise relationships with clients who won’t reach peak earning potential for two decades?
Why financial advisers should seize the opportunity in couples’ pension planning confusion
How Financial Advisers Can Capitalise on Couples’ Pension Planning Confusion
Recent research from Hargreaves Lansdown has exposed a critical gap in how couples approach retirement planning, revealing that over 70% are financially interdependent for their pension income. For UK financial advisers, this presents a significant opportunity to differentiate their practice, attract new clients, and build deeper relationships through specialised couples’ pension planning services.
The Market Opportunity: £2.8 Trillion in Pension Assets at Risk
The Hargreaves Lansdown survey of 1,300 people revealed striking imbalances in couples’ retirement planning:
How Financial Planners Can Harness Rising Consumer Confidence to Grow Their Firm and Strengthen Professional Relationships
Growing Your Financial Planning Firm Through Building Confidence: A Strategic Marketing Approach
Introduction
In today’s dynamic economic landscape, UK consumers are increasingly reassessing how they interact with their financial future. The Moneybox Financial Confidence Index 2025, based on a nationally representative survey of over 4,000 UK adults, provides compelling insights into evolving attitudes toward saving, investing, and financial planning.
This year’s data reveals not just a rise in confidence, but a clear link between financial self-assurance and outcomes—especially wealth creation. As a financial professional, these insights present a substantial opportunity to enhance your firm’s growth, shape your brand, and deepen your relationships with clients and referral partners. Below, we outline how you can harness this momentum effectively whilst ensuring FCA compliance.