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Financial advice for Europeans

  • Europeans are getting mixed advice on life insurance and pensions from financial-services providers, according to a recent "mystery-shopping" exercise.
  • An inability to grasp client needs, prepare an overall financial plan, or offer appropriate complementary products were among the poorer practices identified.
  • These gaps in service combined with Europe's aging population present a new opportunity for financial institutions to take advantage of the increasing demand for better retirement services.
This article includes the following exhibits:
  • Exhibit 1: About the research
  • Exhibit 2: Findings of "mystery shopping" exercise—three types of providers

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