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Identifying Advice Gaps in the UK Financial Services Industry

Introduction

Imagine Jack, a 22-year-old recent graduate entering the workforce, already burdened by the weight of economic uncertainty. Like Jack, nearly half (47%*) of young people in the UK find themselves in a precarious financial situation, with this figure alarmingly rising to 57% among those aged 22-24.

As Jack grapples with the complexities of budgeting, saving, and planning for the future, he embodies a generation facing financial instability from an early age. This is the current landscape of today's young adults – ambitious, digitally savvy, yet teetering on the edge of financial security. It's a narrative that raises a critical question: how can the financial services industry adapt to meet the needs of Jack and his peers? But more importantly, why should it?

This question often stirs debate within the industry. Many advisers might wonder, 'Why should we incur costs for little or no return?' It's a controversial stance, but one that merits consideration. Is it the industry's duty to adapt, or should the focus lie elsewhere? By exploring this question, we aim to uncover not only the challenges faced by young individuals like Jack but also to delve into the broader responsibilities and potential motivations of the financial services sector in shaping a future that’s financially secure for all.

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