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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: