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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.

Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant

We have heard it a thousand times; ESG investing, and I use that term to describe any investment with Ethical, Social or Governance considerations, is on the rise and advisers have be speaking to clients about it at their annual reviews.

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

Why you should put your interests ahead of your clients’ interests when doing due diligence.

They say history is written by the victors, and in poor old Richard III’s case, that is certainly true. You see, Richard III was the last of the Plantagenet kings, and the last King of England to be killed in battle, when he was slain at the Battle of Bosworth. His victor was the first Tudor King, Henry VII and the Tudors had a great propaganda machine in the form of William Shakespeare, who took patronage from Henry’s granddaughter, Queen Elizabeth I.

If you recommend DFM services to your clients, you need to know how they might approach these 4 things differently to each other.

This article was first published in Money Marketing.

This article explains how the FCA want you to change your approach to ESG investing.

The UK’s new target to reach net zero greenhouse gas emissions by 2050 means the UK are the first major economy in the world to set such a target into law.

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

    Three tools for perfect factfinding
    How you can get the government to help your clients retire early using a simple ISA allowance!
    Is home working still working for you?
    How global ageing populations will affect any client you have that is younger than 71.
    Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant
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