Advisers 'failing to connect' with baby-boomer heirs - Zurich

'Missed opportunities'

"It's hard for people to think about a loved one passing away but involving heirs in conversations about inheritance is a good way for advisers to connect with beneficiaries, and demonstrate their value early" - Zurich's Alistair Wilson
"It's hard for people to think about a loved one passing away but involving heirs in conversations about inheritance is a good way for advisers to connect with beneficiaries, and demonstrate their value early" - Zurich's Alistair Wilson
  • Sophie King
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Only 7% of clients of retirement age say their adviser had introduced themselves to adult children

Advisers are missing the chance to connect with the heirs of the baby-boomer generation, according to research carried out by Zurich. The insurer found fewer than one in 14 (7%) of clients of retirement age saying their adviser had introduced themselves to their adult children, suggesting advisers could be missing out on the opportunity to connect with the next generation of savers. More widely, it is estimated £1.2trn in wealth could "cascade down" from baby-boomers to younger generations...

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