INSIGHTS: Customers seek simplicity in financial planning

Published by EY-Seren

Forty per cent of mass affluent investors that we surveyed said that the option to consolidate all their debts with one provider is important to them. However, when explaining their motivations for consolidation all of our interviewees said that consolidation brings simplicity, as well as risk. In a time where investors hold an array of pensions, Individual Savings Accounts (ISAs) and property, how can financial services providers best serve the financial well-being of investors to bring simplicity to their financial lives?

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INSIGHTS: Financial planning recommendations from trusted networks are highly valued

Published by EY-Seren

Financial planning remains a complex and confusing process for many mass affluent customers. Many are active in researching products and services and seek professional advice. However, our research shows that personal networks play a large role in the customers’ decision-making process, with 73% turning to their family and friends for advice and recommendations.

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INSIGHTS: The future financial well-being of the mass affluent market

Published by EY-Seren

From customer advocacy as a tool to engage new customers, to retaining the existing ones with digital solutions strategically tailored to their needs, we have delved into the world of wealth and asset management from the customer perspective. Read our new report now to help your customers better engage with their financial planning, and safeguard their financial well-being...

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