Selling financial services to under 35s: Industry Research Report

Selling financial services to under 35s

Published Date: February 2008

Published By: Datamonitor

Page Count: 65

Order Code: R313-30269

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Description

Table of Contents

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Introduction

Selling Financial Services to the Under 35s in the UK uses information from Datamonitor’s quarterly survey of financial advisors to assess their views on the under 35s market. It examines how these clients are targeted and which products they typically purchase.

Scope

This report gauges financial advisor opinion toward a selection of life and mutual fund providers The report examines the opinions of financial advisors in relation to a potential recession during 2008 This report analyses the efforts of financial advisors in selling financial services to the Under 35 age group

Highlights

Advisors expect clients to save more money in a recession while their long term personal finances are likely to be unaffected Financial obligations and immediate spending are limiting the savings of young clients. Most advisors have no interest in targeting young clients

Reasons to Purchase

Gain insights from financial advisors on what would be considered important qualities of provider if a market downturn were to occur Discover which targeting strategies are believed to be the best methods for attracting young clients, according to financial advisors' opinion.

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