Providers must rethink digital strategies to better engage female clients

The findings, based on a survey of 4,000 UK adults, suggest financial services providers must rethink their digital strategies to better engage female clients. The research follows a call to action by Dame Harriett Baldwin, MP, at the 2024 Dynamic Planner conference, where she warned that financial advice remains a privilege of the wealthiest 8%, leaving the remaining 92% with limited financial options. The study found that 18% of men currently receive financial advice from an IFA compared to just 11% of women. Men are also more likely to receive advice in person (53% vs. 46% for wome...