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24th June 2021

The Great Wealth Transfer: Advisers vs Aviva Investors (45 minutes)

45 minutes CPD

Did you know that 1 in 5 people aged 65+ in the UK are millionaires? The baby boomer generation are the wealthiest generation in history and their transfer of wealth to the NextGen will need to be carefully managed by folks like you and us in financial services.

Aviva’s Head of Retirement and Savings, Alistair McQueen and Multi-asset CIO, Peter Fitzgerald discuss:

  • How the transfer of wealth can be managed from a financial planning perspective
  • Why all generations care about ESG
  • The role difference investment solutions can play in the overall financial plan

Watch here 

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