News
Bridging the Inheritance Planning Communication Gap to Build Stronger Adviser Brands
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:
Closing the Retirement Savings Gap with Smarter Marketing Strategies
Major Retirement & Investment Gaps: Strategic Marketing Opportunities for Financial Planners
Date: 15 September 2025
Author: Aspina Marketing Insights
Recent findings from Hargreaves Lansdown’s Savings and Resilience Barometer reveal a sobering reality: only 43% of UK households are currently saving enough for an adequate retirement. This substantial gap presents significant opportunities for financial planners to expand their client base, establish authority, and develop stronger professional referral partnerships.
Understanding the Scale of the Challenge
Retirement Adequacy Crisis
According to the research, just 43% of households are on track for “an appropriate retirement.” This figure combines the Pension Commission’s target replacement rate (approximately two-thirds of pre-retirement income) with a basic living wage pension benchmark, representing a more realistic assessment than previous metrics.