Advisers found to have a disconnect with female clients

Only 22% ensure reviews of financial plans always include both partners

Isabel Baxter
clock • 2 min read

Financial advisers are struggling to engage with female clients, according to recent research by Schroders.

Its research published today (8 February) in conjunction with Ad Lucem to coincide with International Women's Day found only 66% of females believed that their financial plan was anchored to and recalibrated in line with their goals compared to the perception of 92% of advisers. It also found that with regards to how advisers are engaging couples, they are still favouring the male when it comes to prioritising their communications with two thirds (66%) stating that it is difficult to engage both parties. Despite this, more than half (54%) of advisers acknowledged that both partners sh...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Rio Stedford: Tackling lack of representation in financial services

Rio Stedford: Tackling lack of representation in financial services

'Celebrate your wins openly, and remember, success is not a solo journey'

Rio Stedford
clock 04 November 2024 • 4 min read
News editor's view: Autumn Budget – a trick or treat for financial advisers?

News editor's view: Autumn Budget – a trick or treat for financial advisers?

The news editor's Friday Night Takeaway from 1 November

Sahar Nazir
clock 01 November 2024 • 3 min read
Considering client emotions: Dealing with post-Budget anxiety

Considering client emotions: Dealing with post-Budget anxiety

Advisers need to understand client emotions during 'turbulent times'

Isabel Baxter
clock 01 November 2024 • 4 min read