Editorial: Longer life offers more business opportunities

Professional Adviser
clock

The latest bulletin from the Pensions Policy Institute - looking at longevity and living beyond the State retirement age - sparked a discussion on the IFAonline desk questioning whether IFAs are missing a future business opportunity.

Until now, many advisers have operated under the belief their main purpose is to advise clients about the purchase of suitable financial services products in relation to their needs and lives. However, there is a growing army of lifestyle planning intermediaries who are often asked questions by their clients outside the scope of financial services. “What sort of car should I buy given the image I want to project” and “which vehicle are most suited to my efficiency needs” are just two of the questions intermediaries have been asked in recent months. These questions are totally outside ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •