Advice should enable clients to live 'happier, more fulfilled lives'

Incorporating the Financial Wellbeing Index

clock • 2 min read
PA360 North: Advisers should enable clients to live happier, more fulfilled lives
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PA360 North: Advisers should enable clients to live happier, more fulfilled lives

The objective of the financial planning industry is about both helping clients make the most of the money they’ve got and be happier with the money they have, ultimately enabling them to live happier, more fulfilled lives, advisers heard at PA360 North.

Andy Manson, chief marketing officer at Aegon championed moving away from the "cult of economic growth." He added: "Making the most of the money you have, this is well-tread territory for us as an industry....

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