Rathbones study finds
Over half admit to feeling out of their depth, research finds
Recognise benefits but put off by complexity and price
In contrast to men who are more likely to prioritise their spouse
Accessibility and cashflow modelling outlined as measures of value
Seek for reassurance about the platform market
‘The MPS sector is thriving but crowded’
Retirement products ‘don’t meet modern needs’
Industry expects it will constrain their ability to meet demand
Industry needs to ‘reshape the dialogue’ around vulnerable clients