Tim Orton, CEO Aviva Platform
Our latest save smarter campaign focuses on facing the future. We’re helping you to help your clients face up to their future by focusing on life & retirement planning; and we want to help you service these clients effectively while future-proofing your business. The world of financial advice is changing and there is an advice gap that needs addressing. We have developed material for this campaign to assist with these issues, concentrating on the benefits of intergenerational financial planning, servicing millennials profitably, employing millennials and succession planning.
Our platform is designed to help you to meet your clients’ expectations every step of the way; whether they’re just starting out in their working lives or in retirement.