More than one-third of advised clients in drawdown want more frequent reviews, which could potentially put an added strain on financial advisers, research from Zurich has suggested.
According to the YouGov study of 276 advised clients undertaken on behalf of Zurich, almost two-fifths (38%) of those in drawdown who receive advice want their adviser to carry out a review of their income plan at least every six months - as opposed to a more typical annual review. Around a thirtd (31%) said they would prefer meeting every six months, while a small minority (6%) said they wanted a review every three months and 1% wanted to be in contact with their adviser about their income more frequently still. Half of advised clients (53%) said they wanted to meet their adviser onc...
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