Inflation and taxation are what advisers believe clients regard as the biggest threats, according to HSBC Life.
Its The Three I's of Investment Capital report which included multiple tele-depth interviews including 200 advisers in each one, revealed that 35% of advisers cited inflation as the biggest threat to clients and 27% cited taxation. HSBC Life said that the fact that inflation has topped the list of threats is "no surprise in the current environment". It added: "This demonstrates the importance of delivering calm, well explained guidance and reassurance. In this environment, behavioural coaching backed by a deep understanding and application of tax treatments is by far the biggest contr...
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