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Majority of people are happy to continue with new way of interacting with their planners

Home / News / Majority of people are happy to continue with new way of interacting with their planners

Majority of people are happy to continue with new way of interacting with their planners

Lifetime news

Posted on: 05/11/2021

Covid-19 has impacted so many lives, on different levels, for different reasons.

People have certainly changed the way they now interact with financial experts.

The statistics that have emerged from a new survey carried out on behalf of investment company Abrdn show that more and more people have embraced technology and are now more confident and content in dealing with their adviser and financial planner without actually seeing them face-to-face.

Fifty-six per cent of advised investors and savers are now happier to communicate remotely than they were before the first coronavirus lockdown – and nearly three-quarters of those surveyed said they wanted some degree of remote advice from their planner in the years ahead.

Other noticeable statistics that came from the report were:

  • 57% were happy to continue receiving advice remotely because of a greater familiarity with digital platforms like Zoom and Microsoft Teams.
  • 51% said it would be better and more beneficial for them to have a mix of face-to-face and remote advice
  • Only 20% wanted just face-to-face
  • 31% said they had started using remote channels for the first time since the UK first entered lockdown in March 2020

Here at Lifetime we have put time and resources into establishing a dynamic, online service that offers a pathway for people to take control of their finances and make better informed money choices.

Our secure portal gives us the platform to deliver your own bespoke financial plan screen-to-screen, albeit with the key personal, human touch provided by our highly dedicated customer coaches.

We have vast experience in delivering this innovative financial planning – life planning – to thousands of individuals, couples and businesses.

We are endeavouring to bridge the advice gap by providing all generations with easy and secure access to full financial planning, together with a great online, digital experience.

Start your journey with us today.

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