Financial Planning is no longer a Taboo Topic



Around 40% of people have discussed financial planning with family or friends in the past year as the topic becomes more mainstream, according to recent research.


An AKG survey, conducted in association with provider Canada Life, said that this figure proves that financial advice and planning is no longer a "taboo" topic.

It added that 29% of those surveyed reported that their financial planning discussions in the month leading up to the survey were prompted by the coronavirus pandemic and resulting lockdowns.

More than 1,000 consumers took part in the online study in the summer.

Conversely, the research also revealed that 57% of people surveyed hadn’t consulted a financial adviser during the last five years.

Among those people who have received financial advice, 55% said the greatest benefit is the ‘peace of mind' provided by their relationship with a financial adviser. This top ranked benefit was followed respectively by, ‘access to ongoing support' and ‘ideas on finances/investments' which were selected as other key benefits of advice by 48% and 42% of respondents.

AKG communications director Matt Ward commented: "Evidently discussing finances is not taboo, rather it is prevalent, and for some, it has evidently been necessitated by Covid-19”.

So, if the current Covid Pandemic has prompted you to re-examine your finances then maybe now is the time to consult with a Financial Adviser?

5 views0 comments

Recent Posts

See All

Correspondence
Prosperitas Admin

PO Box 236

Wisbech

Cambridgeshire

PE14 4EB

Call 

0333 433 0246

Prosperitas Consult

Privacy.png

Proud Sponsors of

Stamford Strollers

Walking Football Club

Ancojada Limited trading as Prosperitas Consult is not authorised or regulated to provide

financial advice. All financial advice is provided by other regulated businesses.

Registered Office: Eacs/ 67 Wingate Square, London, United Kingdom, SW4 0AF. 

Company Registration Number: 12473478

Official Partners of

Wales Walking Football