Inheritance Planning Communication Gaps: Strategic Marketing Opportunities for Financial Advisers

Date: 18 September 2025
Author: Aspina Marketing Insights

Recent research from Charles Stanley reveals alarming gaps in family inheritance planning communication, presenting significant opportunities for financial advisers to build client acquisition strategies whilst addressing a critical market need. With over £5.5 trillion set to transfer between generations, the stakes have never been higher.

The Scale of the Inheritance Communication Crisis

Generational Knowledge Gaps

The research exposes concerning communication breakdowns across generations:

NMPA Changes 2028: A Golden Marketing Opportunity for Financial Planners

The Hidden £Multi-Million Client Opportunity Most Financial Planners Are Missing

The UK’s normal minimum pension age (NMPA) increase from 55 to 57 in April 2028 isn’t just a regulatory change - it’s a massive business opportunity that could transform your financial planning practice. Thousands of potential clients face a retirement funding crisis, and most don’t even know it yet.

The Size of the Opportunity: Your New Target Market

Identify Your High-Value Prospects

The pension age changes create a defined, targetable market segment: