Over-45s more likely to divulge vulnerability to proactive advisers

Mark Battersby
clock • 3 min read

Most clients who experienced vulnerability did not tell their financial advisers but would be more likely to do so if the advice firm had taken proactive steps to educate and advise them, new research among over-45s by Just Group reveals. The retirement specialist found that seven in 10 (72%) had experienced one or more life events that could result in vulnerability such as physical or mental health problems, bereavement, job loss or relationship breakdown.  But of those, only 16% mentioned the circumstances to their adviser. The research was conducted by Opinium on behalf of J...

To continue reading this article...

Join International Investment

Join International Investment today

Unlock members-only benefits:

  • Unlimited access to real-time news, industry insights, video features and market intelligence
  • Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
  • Members-only access to the Editor’s weekly news roundup newsletter
  • Members-only access to analysis via our exclusive industry polls
  • Be the first to hear about our events and awards programmes

Join now


Already a International Investment member?