超过一半的英国金融顾问忽视了代际财富规划,在财富转移激增时错过了7英镑的机会。 Over half UK financial advisers ignore intergenerational wealth planning, missing a £7tn opportunity as wealth transfers surge.

一份新报告显示,一半以上的联合王国金融顾问没有主动与客户讨论代际财富规划,因为随着今后三十年财富转移速度加快,他们失去了潜在的7英镑机会。 A new report reveals that over half of UK financial advisers are not proactively discussing intergenerational wealth planning with clients, missing a potential £7tn opportunity as wealth transfers accelerate over the next three decades. Unbiased Pro的研究显示,52%的客户很少或从未参与该专题,尽管其意义重大。 Research by Unbiased Pro shows 52% rarely or never engage clients on the topic, despite its significance. 只有19%的人经常讨论这个问题,使人们担心顾问是否愿意满足年轻、具有数字价值的继承人的需要。 Only 19% frequently discuss it, raising concerns about advisers’ readiness to meet the needs of younger, digitally savvy heirs. 行业专家敦促顾问与未来的受益者建立关系,以确保长期留住客户,并适应不断变化的期望。 Industry experts urge advisers to build relationships with future beneficiaries to ensure long-term client retention and adapt to changing expectations.