Where does financial services need to try harder?

A recent Financial Services Forum event posed the question, ‘where does financial services need to try harder’?  Attendees debated whether the financial services industry has managed to reach and engage Millennials (gen Y) and whether it has forgotten the over 70s. My overall sense was that that there was agreement that in recent years over-70s…

Pension Freedoms or confusion and irresponsibility?

By Shelly Durrant, Account Director I recently attended a Financial Services Forum, ‘Out with the new, in with the old: the ageing population as a driver for change’. One of the many interesting facts I learnt was that following the Government’s announced pension freedoms in the 2014 Budget, the most searched for term on the…