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Scott Gallacher: Targeting millennials is a wasted effort

My fellow advisers and other industry experts often speak about a pressing need for us to engage with “millennials” (roughly speaking, the generation of 18- to 35-year-olds). However, I take a completely opposite view. I am not saying some millennials would not benefit from our advice, but in terms of our own businesses, actively targeting […]

Catriona McInally, Prudential

Sustainable income doesn’t need to be a sweat

Only a few months into 2018 and we‘re already fast approaching the end of another year….the tax year.  Whether it’s making full use of any unused ISA allowance or making those last minute pension contributions, thoughts may turn to reflection or review. A review of other finances is also common at this time, including a […]

The savvy consumer

In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]

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