Embark MiniPod Special: Pension planning vs. 'Here and now'
11/08/22 • 15 min
The latest Investor Confidence Barometer is now here!
As part of its findings, Embark Group CEO Jackie Leiper joins Roger Hearing on the latest miniPod as they discuss The cost of living and inflation. Our survey concluded that 29% of advised and 28% of non-advised consumers have reduced/will reduce the amount they save due to the higher cost of living... So how can we pay for today whilst keeping an eye on the future?
🗣 Are Advisers having conversations early enough?
🤝 Individual solutions means active engagement
⚖ Compromises that need to be taken
Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!
Follow us on Twitter and LinkedIn for more updates from Embark Group.
The latest Investor Confidence Barometer is now here!
As part of its findings, Embark Group CEO Jackie Leiper joins Roger Hearing on the latest miniPod as they discuss The cost of living and inflation. Our survey concluded that 29% of advised and 28% of non-advised consumers have reduced/will reduce the amount they save due to the higher cost of living... So how can we pay for today whilst keeping an eye on the future?
🗣 Are Advisers having conversations early enough?
🤝 Individual solutions means active engagement
⚖ Compromises that need to be taken
Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!
Follow us on Twitter and LinkedIn for more updates from Embark Group.
Previous Episode
Embark MiniPod Special: Are Advisers too confident regarding Vulnerable Customers?
The latest Investor Confidence Barometer is now here!
As part of its findings, Product Marketing Manager Andrew Phipps joins Roger Hearing on the latest miniPod as they discuss Consumer Duty - how advisors are 'buying into it' and what it ultimately means for customers.
🙈 Are Advisers still underestimating the true numbers?
👍 60% say Consumer Duty will be good for clients(!)
🎭 The two findings highlighting the intended and unintended effects
Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!
Follow us on Twitter and LinkedIn for more updates from Embark Group.
Next Episode
Embark MiniPod Special: Bullish Advisers vs. Bearish Investors
The latest Investor Confidence Barometer is now here!
As part of its findings, Embark's Intermediary Distribution Director Ranila Ravi-Burslem speaks with Roger Hearing on the latest miniPod as they discuss investment confidence. As retirement confidence dips, are advised clients more confident than non-advised?
⛈ How dipping into a depleted pension pot bides for a perfect storm
👩💼 Is the value of advice more valuable than ever?
📰 How does world news impact the decision of investors?
Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!
Follow us on Twitter and LinkedIn for more updates from Embark Group.
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