Following on from the highly successful debut Millennial Forum last year, PIMFA, the leading trade association for the personal investment management and financial advice sector in the UK, launched their 2017 Millennial Forum report today.
The report is written by Millennials about Millennials – consisting of work from 22 Millennial staff from PIMFA member firms with an array of job roles and industry experience. The initiative, supported by HM Treasury, divided the forum members into 4 groups to look into themes relevant to the overall question of how we attract, engage and retain millennial clients. The groups conducted primary research and gathered expert opinion from within the industry on intergenerational wealth, costs and barriers to investment, promotion of the industry and the impacts of technology.
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