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 ...
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