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...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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