The life and pensions industry has always been part of wealth management, an activity that all people benefit from.
For most workers, their wealth is made up of a combination of deposits and investments and this also includes pension and life policies. In terms of wealth management and financial planning, people have a concept of how to protect their wealth, and that is generally delivered through the sorts of products that life and pensions (L&P) companies provide, and retirement needs especially, which is where L&P providers sit front and center.
Download this PDF to discover:
1. The implications of a potential new trend: life & pensions providers wanting to return to distribution direct to clients (through D2C or through their own sales network of advisers)
2. The five key external drivers that are influencing the change in distribution of life & pensions services
3. The challenges and opportunities for the life & pensions industry
4. What comes next?
Contact Matthew Hutchins to find out how we’re working with life & pensions providers to embrace these shifting industry dynamics.