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What steps can advisers take to increase intergenerational involvement within their client bank?

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£5.5tn is expected to be passed to the next generation in the UK between 2020 and 2047*

To understand this and help pinpoint what would make more people engage with advisers around intergenerational financial planning, Prudential has recently commissioned research with over 1,000 adults who have employed a financial adviser in the past 5 years.  Interviewees were drawn from all ‘decision-making’ generations.

  • Gen Z (2008-201) 18-22 years old
  • Millennials (1981-1996) 23-38 years old
  • Gen X (1965-1980) 39-54 years old
  • Baby Boomers (1946-1964) 55-73 years old
  • 75+ Group

The ”Family Wealth Unlocked” research was conducted amidst the financial volatility and insecurity of the pandemic. It provides genuine insight and practical steps you can take to boost intergenerational involvement within your own client bank – starting right now.

Access Prudential’s powerful new report “Family Wealth Unlocked” HERE

*source: Kings Trust

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