Women and financial advice: the newmodel ‘financial health plan’

CII Introduction: increasing financial capabilityhas been a longstanding research theme forus – from our IPOD research into attitudes ofyoung people in November 2008 to the recentthinkpiece by Jane Vass of Age UK oninclusive design for an ageing population. Inthis latest thinkpiece, Carole Nicholls, formerPresident of the Personal Finance Society andprincipal of Nicholls Stevens FinancialServices, extends this debate into a groupoften overlooked – women.[...]

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Year of publication:	2009-07-20
Authors:	Nicholls, Carole
Institutions:	Chartered Insurance Institute
Published in:	CII - Financial Services Financial Services Series - thinkpieces CII thinkpiece ; no.20 (July 2009) – Women and financial advice
Subject:	Frau \| woman \| Modell \| Finanzplanung \| Sparverhalten \| considerate attitudes

THE CHALLENGE TO THEINDUSTRY
The current offering
The new offering? A ‘financial health plan’
Marketing
The new model adviser
Not just for women

Persistent link: https://www.econbiz.de/10005870021