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How global ageing populations will affect any client you have that is younger than 71.

In July 2022, the United Nations announced that the world’s population is due to reach 8 billion by the end of the year and that, for the first time, India will surpass China as the world’s most populous country by 2023.

How global ageing populations will affect any client you have that is younger than 71.

We sometimes hear clients say that ‘accumulation’ (pre retirement) clients need less frequent reviews than retired clients. There is some logic to this, but when there is the obligation to review clients annually under MiFID it is also a great chance to manage clients expectations about their future. In this article, Alicia explores how global ageing populations will affect any client you have that is younger than 71

Implementing feedback the right way

When you meet someone new, one of the first questions you ask is, ‘‘What’s your name?’’. Your name is your identity, it is one of the most basic, yet important components of who you are. Personal and working relationships can’t flourish if you are unable to determine a person’s name, and companies are no different.

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