A recent 15-nation survey found that Britons are the least prepared for retirement, with average consumer savings only adequate to fund the first seven years of retirement*. Our latest consumer poll has reflected these findings, revealing just 14% feel they are financially on track for retirement, while almost half surveyed (45%) said they will face a fall in income when they retire. With other financial pressures including mortgages and the cost of raising children often delaying consumers' retirement planning, how can we encourage them to prepare for retirement earlier? Let us know your thoughts in our LinkedIn discussion.
Are they buying their first home, planning their retirement, having a baby? Zurich, in association with the Guardian, has just launched the Life Navigator. The Life Navigator covers many financial dos and don'ts - enabling you to be armed with information to help your clients with life's changes. The user can select up to three life events and will then be served with a whole host of information including infographics, financial checklists and useful money guides. Have a look at the Zurich Life Navigator and see how it might help you create that 'light bulb' moment with your clients. For further details you can speak to a Zurich consultant on 0500 546 546.
Have you looked at your website using a mobile phone to see how it looks through consumers' eyes? 20% of all visitors to unbiased.co.uk now search for an adviser using a mobile device**. With so many consumers browsing profiles and clicking on advisers' websites using their phone, there has never been a better time to make sure your website is mobile friendly! WSI Digital Marketing's mobile marketing services can help to ensure your mobile site is attractive, user-friendly and easy to navigate. To find out how you can attract more clients and benefit from WSI's expertise and specialist knowledge in digital marketing for advisory firms click here.
The unbiased.co.uk team