Majority of advisers say an intergenerational approach is important

More than half claim to have an intergenerational business strategy

Isabel Baxter
clock • 1 min read

Nearly all (96% of advisers say that taking a intergenerational approach is important or highly so, HSBC Life has found.

The Three I's of Investment Capital report which included multiple tele-depth interviews including 200 advisers in each one, revealed 56% of advisers believe that taking an intergenerational approach to financial planning is highly important and 40% say it's important - bringing the figure to 96% all together. Meanwhile, it also showed that 62% of advisers claim to have an intergenerational business strategy, 30% do not have an intergenerational business strategy but are working on one, and 6% do not but plan to. The report showed that even among those advisers claiming to have a clea...

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