Gillian Hepburn: 'We hope advisers can better meet female client needs'

The report - A guide to women's unique financial planning challenges and how to overcome them – noted that in the ‘Baby Boomer' generation, where wealth is transferring now, women are typically the first recipients of family wealth. Recent research by Schroders indicated that many female clients feel excluded from adviser conversations, leading to only 34% saying that they would continue to use the same adviser after the death of their partner or post-divorce. Benchmark's guide aims to serve as a "valuable source of information" for addressing the disconnect between advisers and their...