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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