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Bridging the Generational Pension Gap: Strategic Marketing Opportunities for Financial Advisers
Generational Pension Preparation Gaps: Strategic Marketing Opportunities for Financial Advisers
Recent research reveals significant knowledge gaps across different generations when it comes to pension planning, presenting substantial marketing opportunities for financial advisory firms. This comprehensive analysis examines the latest data on generational pension preparedness and provides actionable strategies for client engagement and business growth.
The Current Pension Knowledge Crisis
The UK faces a complex retirement readiness challenge affecting multiple generations simultaneously. Research conducted by Annuity Ready reveals concerning misconceptions about pension products, whilst separate studies by LV= highlight widespread confusion about retirement income options.
Three Underserved Client Segments from the 2025 Financial Resilience Report That Advisers Should Act On Now
Financial Resilience 2025: Unlocking Three High-Value Client Segments for Financial Advisers
The latest research from Royal London reveals a stark reality: whilst fewer adults now describe themselves in financial crisis, the foundations of Britain’s financial resilience remain alarmingly fragile. For forward-thinking financial advisory practices, this presents an unprecedented opportunity to serve underserved markets and build sustainable growth.
The Scale of Opportunity: Significant Advice Gap Persists
Royal London’s comprehensive 2025 Financial Resilience Report, surveying over 4,000 UK adults, confirms what progressive advisers already recognise: financial pressure remains elevated across all demographics. Despite slight improvements in inflation and interest rates, one in five adults have less than £100 in savings, and 43% admit their retirement plans have been disrupted.