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  • Opinion
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  • Editor’s Comment: Is the Great Wealth Transfer under threat?

     

    For at least the past 10 years, the wealth management and Financial Planning sectors have talked about the 'Great Wealth Transfer' but I’m beginning to wonder if much of that is under threat.

  • State Pension Age rise targets 6m baby boomers says Towers Watson

    Towers Watson
  • Boomers' top money regret: "failing to save for retirement earlier"

    Standard Life's Julie Hutchison
  • Baby boomers to fuel pension transfer boom in 2018

    Willis Towers Watson website
  • 16-year-olds beat Millennials at personal finance knowledge

    School leavers often have better money knowledge than older siblings
  • Financial advisers miss out on £1.2 trillion wealth transfer market 

    Zurich logo
  • 2 in 3 baby boomers shun nearly all investment risk

    Many baby boomers shun investment risk
  • Guest Column: How to reach the 'Spotify' generation

    Tessa Lee
  • Many ‘Boomers’ want to work past 70

    Many 'Baby Boomers' want regulated financial advice

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