Segmentation can help boost client outcomes says report

Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.

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Savers fear waning state support for retirement

Over half (55%) of savers over 25 believe that government support for retirement will decrease by the time they reach retirement age, according to a new report.

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Advisers need to focus on ‘soft’ skills says report

Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.

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M&G platform and advice business hit by losses

M&G’s platform and advice businesses saw an increase in annual pre-tax losses to £32m in 2023 (2022: £24m).

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