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M&G Wealth - Six ways to keep clients invested for long-term success

18 September 2024
When returns on cash look attractive, convincing clients to keep capital in equities and other risk assets can be challenging. Here are six steps that might help to keep long- term investment at the top of every client’s list of priorities.

As inflation pressures ease, the next move in UK interest rates may be a cut. But no-one is predicting rates to return to their pre-2022, sub-1% levels any time soon.

With some savings products offering returns of 5%-plus (as at August 2024), persuading clients that the uncertainty of the stock market may be a better long-term home for their capital than cash deposits or cash ISAs may feel like a tall order.

But focusing on goals, financial well-being and customising solutions to a client’s specific risk profile can help clients see how investment still has a powerful role in their long-term success.

Read full article here.

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