Millennial Money: 'Anyone not taking on younger clients is closing down'
'Business sustainability issue'
In the first of PA's new Millennial Money video series, where experts dissect the money issues that matter most to millennials and those who advise them, Ian McKenna argues firms that ignore young clients are "subconsciously closing down".
Although the F&TRC director's fellow panellists - Dunstan Thomas director of retirement Adrian Boulding and Money Honey financial adviser Jane Hodges - do not go as far in their opinions, they agree with...
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![Rory Pervical: "[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece."](/api/v1/wps/54eb332/982c284a-f116-498d-9f44-98218aa37de3/4/rory-percival-new-230x142.jpg "Rory Pervical: \"[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece.\"")
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'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
As important as DB transfers
D2C investment platform users rise to all-time high in Q1
Customer numbers rise an average 3.1% across all providers
Is it time to review the risks of DB transfer advice?
It’s The Pro Adviser Podcast
Advisers can defer CPD this year in 'exceptional circumstances' - FCA
Defer to 2021/2022