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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Recent research from Scottish Friendly has revealed compelling insights that challenge outdated stereotypes about younger generations’ financial behaviour.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:
Bridge the Retirement Divide: A Strategic Marketing Opportunity for Financial Advisers
Reaching the Advice Gap Middle: A Smart Move for Financial Planners
The UK faces a retirement crisis of unprecedented scale. With 15 million people at risk of financial hardship in later life, financial advisers have both a social responsibility and a significant business opportunity to address this growing challenge.
The Scale of the Crisis: Understanding the Numbers
Recent research reveals alarming statistics about retirement preparedness in the UK. According to the Financial Conduct Authority, 10% of adults are not saving anything at all, whilst 21% have less than £1,000 in savings. More concerning still, almost a quarter of the population—13 million people—find themselves in a fragile financial state, struggling with debt and everyday expenses.
Financial Planner Marketing During Market Turbulence | Aspina
Turning Market Turbulence into Growth Opportunities for Financial Planners
As market volatility continues to affect investor confidence, a recent article from FT Adviser emphasises the need for financial advisers to focus on reassurance, long-term value, and strategic client communications.
How Financial Services Marketing Firms Are Helping Advisers Thrive in Uncertain Times
Aspina sees this as a clear signal that marketing for financial planners remains a vital tool in strengthening client relationships during uncertain times.
Mid-Retiree Marketing Strategies for Financial Advisors | Aspina
Turn Mid-Retiree Uncertainty Into Your Next Growth Opportunity: Best Marketing Strategies for Financial Advisors
How the Aviva-Age UK Retirement Report 2025 Reveals a £63 Billion Advice Gap
The numbers don’t lie: 83% of mid-retirees now prioritise secure income for life, yet fewer than half believe their pension savings will last the distance. This isn’t just a concern—it’s a massive business opportunity for forward-thinking financial advisers seeking the best marketing strategies for financial advisors in 2025.
Insights from The Advice Gap 2024 Report
How the Advice Gap 2024 Report Can Shape Your Marketing Strategy
Executive Summary
This comprehensive financial planner marketing guide harnesses key insights from The Advice Gap 2024 report to help UK financial advisers develop effective marketing strategies. As the advisory landscape evolves, financial planners need targeted marketing strategies for financial services that address changing client needs and regulatory requirements.
Why This Guide Is Essential for Financial Advisers
The financial advice landscape in Britain is transforming rapidly. Only 9% of consumers paid for financial advice in the past two years (down from 11%), while Consumer Duty regulations have prompted over 50% of advice firms to stop serving clients with lower investable assets. This guide provides actionable marketing for financial advisers strategies to navigate these changes successfully.