News
Why Financial Planners Should Adapt Their Strategies to Attract Gen Z and Millennial Clients Focused on Financial Resilience
Millennials and Gen Z Driving Financial Resilience: A Strategic Opportunity for UK Financial Planning Firms
Key Findings: Young Adults Leading the Savings Revolution
Recent research from Scottish Friendly has revealed compelling insights that challenge outdated stereotypes about younger generations’ financial behaviour. The study, surveying 2,511 UK adults between March and April 2025, demonstrates that Millennials and Gen Z are taking unprecedented ownership of their financial futures.
Striking Statistical Differences by Generation
The data reveals significant generational gaps in financial engagement:
How Financial Advisers Can Use the State Pension Awareness Gap to Attract New Clients and Strengthen Their Brand
State Pension Top-Ups: A Strategic Marketing Opportunity for UK Financial Advisers
Published: 6 August 2025
Executive Summary
Recent research reveals that one in four people over state pension age remain unaware that they could boost their State Pension by filling gaps in their National Insurance (NI) record. With only the last six tax years available for backdating voluntary contributions, this presents a timely opportunity for advisers to demonstrate value and strengthen client relationships.
How Financial Advisers Can Turn the 2025 Retirement Crisis into a Targeted Marketing Opportunity
How the Scottish Widows Retirement Report 2025 Unlocks Powerful Marketing Opportunities for Financial Advisers
The latest Scottish Widows Retirement Report 2025 has revealed a sobering reality: 39% of the UK population are at risk of falling below a minimum standard of living in retirement. For forward-thinking financial advisers, this comprehensive research presents unprecedented marketing opportunities to position their services and capture market share in critical underserved segments.
The Scale of the Retirement Crisis: Key Statistics That Drive Client Action
The Financial Independence Crisis
Research from Scottish Widows shows that 25% of UK adults - approximately 5.7 million people - don’t believe they’ll ever achieve financial independence. This creates a massive market opportunity for advisers who can position themselves as specialists in client journey mapping from financial dependency to independence.
Strategic Marketing Tips to Help Financial Advice Firms Achieve Sustainable Organic Growth
Organic Growth Marketing Strategies for Financial Advice Firms: A Comprehensive Guide
With demand for financial advice rising whilst adviser supply remains flat, UK financial planning firms are facing a clear crossroads. At the same time, the government and the Financial Conduct Authority (FCA) are encouraging broader access to advice and improved financial literacy amongst the public. As a financial professional aiming to grow sustainably, the imperative to take control of your own growth trajectory has never been stronger.
Digital Advice and Holistic Support Are Redefining the Role of Financial Planners
Is Digital Transformation Reshaping Financial Advisory?
The UK financial advice profession stands at a critical turning point. New research from AdviserSoftware.com reveals a market driven by younger clients, digital preferences, and unmet demand for comprehensive support—creating unprecedented opportunities for forward-thinking advisory firms.
The Digital-First Generation is Driving Change
According to AdviserSoftware’s latest research, younger consumers (under 45) demonstrate significantly more interest in financial advice than older generations. The data, drawn from a survey of 4,000 consumers, reveals that 31% would prefer a digital advice solution today, whilst another 23% favour hybrid options combining human expertise with online interaction.
How Advisers Can Engage the UK’s Emerging Female Wealth Majority
Why Female Wealth Holders Represent the Future of Advisory Growth
As we enter the next phase of the Great Wealth Transfer, a striking opportunity is emerging that advisers cannot afford to ignore. Women are expected to hold 60% of the UK’s wealth by the end of 2025, according to research from the Centre for Economics and Business Research. Yet they remain significantly less engaged with financial advice than their male counterparts—creating an unprecedented market opportunity for forward-thinking advisory firms.
How Goal-Based Planning Is Reshaping Financial Advice and Positioning Forward-Thinking Firms for Growth
Goal-Based Planning: The Strategic Opportunity Financial Advisers Must Embrace
Goal-based planning is transforming the UK financial advice landscape, creating significant opportunities for firms to differentiate themselves, attract new clients, and build sustainable growth. This strategic shift moves beyond traditional product-focused approaches to centre conversations around clients’ life goals—from purchasing a home to funding children’s education or planning for early retirement.
The Regulatory Driver Behind Goal-Based Planning
The introduction of Consumer Duty has accelerated this transformation by reinforcing the need for suitable, outcome-focused advice. As highlighted in a recent Money Marketing analysis, this regulatory framework has moved the profession away from product-led recommendations towards genuinely client-centric planning. The Lang Cat’s State of the Advice Nation 2024-25 report definitively concludes that firms are “increasingly moving away from simply recommending products and instead focusing on helping clients change their financial behaviour over time”.
Adviser Insights 2025: How Smart Marketing Can Help You Stand Out and Scale
What the Voice of the Adviser 2025 Report Means for Your Marketing Strategy
The newly released Voice of the Adviser 2025 report from Nucleus reveals a profession navigating unprecedented change. Drawing insights from over 100 financial advisers across the UK, this comprehensive survey exposes critical marketing opportunities for firms willing to adapt to evolving client expectations and digital transformation.
Executive Summary: A Profession at a Strategic Crossroads
The financial advice sector faces a pivotal moment where traditional relationship-building meets digital innovation. Whilst 86% of advisers recognise the need to engage younger clients, fewer than half are actively pursuing this demographic. This gap represents a substantial growth opportunity for firms ready to implement strategic marketing approaches.
How Financial Advisers Can Turn Pension Benchmark Confusion into a Marketing Advantage
Pension Resilience Benchmarks: The Marketing Opportunity Hidden in Plain Sight
Recent analysis from Hargreaves Lansdown has revealed a staggering variance in pension outcomes that presents both challenges and unprecedented opportunities for financial advisers. Depending on the benchmark used, between 16% and 79% of UK households are on track for pension resilience—a 63 percentage point gap that could transform how you position your advisory services.
This dramatic disparity isn’t just a statistical curiosity; it’s a wake-up call that reveals fundamental confusion in the retirement planning landscape and creates a powerful opportunity for advisers to differentiate themselves through clarity and expertise.
Women Want Clarity & Credentials from Financial Advisers: Key Insights for Your Marketing Strategy
What Women Really Look for in a Financial Adviser
As women are set to hold nearly 60% of UK wealth by the end of 2025, new research from Unbiased reveals that the factors most influencing their choice of financial adviser aren’t gender—but clarity in communication, adviser credentials, and above all, trust. For financial planners seeking to grow and differentiate their practices, these findings present significant opportunities for strategic positioning.
The Research Findings: What Women Really Want
The study reveals three key priorities for female advice seekers: