研究表明,联合王国20%以上的大众富人对遗产继承和退休规划缺乏信心。 Study reveals over 20% of UK's mass affluent lack confidence in inheritance and retirement planning.

古迹银行最近进行的一项研究表明,联合王国20%以上的大众富人对遗产规划缺乏信心,其中27%的34至54岁者对其退休计划感到不确定。 A recent study by Monument Bank shows that over 20% of the mass affluent in the UK lack confidence in inheritance planning, with 27% of those aged 34 to 54 feeling unsure about their retirement plans. 税务规划和投资也构成挑战,近25%需要专业咨询。 Tax planning and investments also pose challenges, with nearly 25% needing professional advice. 这项研究强调,在管理复杂的财务任务方面,需要更好的财务教育和支助。 The study highlights a need for better financial education and support in managing complex financial tasks.