Uncovering new insights into intergenerational wealth transfer

'The results made stark reading for the advice industry'

clock • 5 min read

Neil Moles explores the findings of Progeny's intergenerational wealth study and says the advice profession has a large role to play in bringing clarity and peace of mind to the people involved...

Working with YouGov, Progeny recently undertook a national survey on intergenerational wealth transfer. We wanted to understand more about the plans people have around inheritance and transferring wealth across generations, how the generations communicate about it and how they feel about the issue. The results informed our report, ‘Planning to pass it on', uncovering national attitudes on intergenerational wealth transfer. You can read the data and the detailed breakdown here.  Stark reading The results around the role of financial advice made stark reading for the advice indus...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
 Be the first to hear about our events and awards programmes.



Already a Professional Adviser member?


More on Your Business

Financial adviser 2.0: How the role of IFA is changing

Financial adviser 2.0: How the role of IFA is changing

Who still wants to be a financial adviser?

Nneka Orji
clock 14 September 2023 • 5 min read
Saltus launches tech-led partnership programme for 'ambitious' IFAs

Saltus launches tech-led partnership programme for 'ambitious' IFAs

Network business model is 'broken and unsustainable'

Jenna Brown
clock 12 September 2023 • 3 min read
The new Bracknell office

Evelyn Partners relocates Bracknell team to new sustainable office

Office location to be part of sustainable business park

Isabel Baxter
clock 07 September 2023 • 1 min read