Advice for women: advising women in the major transitions of their lives

The future is feminine. With the estimate that by 2025 60% of Britain’s wealth will be in female hands, it is crucial that advisers are equipped and ready to serve the next generation of clients.

Women often face unique challenges when managing and investing their money, and the external factors that impact their transition to midlife can often be difficult to manage. As a result, there is a dearth of specific, personalized advice for women going through big life changes.

Filling this gap offers both an opportunity and a challenge for advisers in the years to come. FTAdviser Advice for Women 2022 provides counselors with relevant advice and ideas to adapt and improve their services to clients.

Understanding women and their individual and often unique needs is imperative for a financial advisor. One of the most important factors to consider is the next big transfer of wealth, especially between spouses. Do companies find it difficult to retain and provide for the needs of women heirs to wealth? What are the future priorities of female customers? What are the main challenges clients are likely to endure during major life transitions? As advisors, how do you best account for these transitions?

Join us for this one hour webinar sponsored by Schroders, as FTAdviser and our panel of experts delve into real-world counseling dilemmas, to deliver the most practical and relevant advice to your current and future clients. .


Eliza Filby, author and researcher

Gillian Hepburn, Head of Intermediate Solutions at Schroders

Simoney Kyriakou, editor-in-chief at FTAdviser


Thursday January 27 at 10 a.m.

To register and learn more, click HERE.