Investments  

Intergenerational wealth: Dealing with the great division of assets

  • Learn about the FCA's recent intergenerational differences paper
  • Understand how advisers can serve the needs of different demographics
  • Graps the challenges for advisers providing intergenerational advice
CPD
Approx.30min
Intergenerational wealth: Dealing with the great division of assets

In the latter years of the previous decade, an Australian game show decided to split contestants into three age groups – baby boomers, Generation X and Generation Y (millennials) – and quiz them on aspects of popular culture. The simple idea was that people from different eras are likely to have different knowledge sets.

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to Ms Griffiths, who are best placed to initiate discussions about powers of attorney?

  2. Which of these demographics does the FCA paper not focus on?

  3. The report from Sanlam found millennials expect to inherit what figure over the next 30 years?

  4. What is the most popular source for a deposit for first-time house buyers, according to ONS data?

  5. Ms Goodland says that childrens' first financial experience in further education is what?

  6. What does Ms Griffiths say is the most common lifetime gift?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Learn about the FCA's recent intergenerational differences paper
  • Understand how advisers can serve the needs of different demographics
  • Graps the challenges for advisers providing intergenerational advice

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