Retirement planning tops clients' list of financial concerns, according to Prudential

Professional Adviser
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Three-quarters of advisers say retirement planning is top of their clients' financial concerns, according to the first Adviser Opportunity Survey from Prudential.

It also found investments will provide the largest area of business growth for most advisers, while 94% of advisers said their clients were likely to consider equity release in the next decade. More than 800 advisers were polled during the survey. For most advisers, retirement planning was top of clients’ most pressing financial concerns. Over three-quarters (77%) said this was what people were most worried about. Investments (59%) and inheritance tax planning (56%) were next on the list of concerns. At the bottom of the agenda was generic saving and tax concerns, along with planning f...

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