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‘This is a pivotal time for financial services’ – Engage Mutual

  • 04/11/2014
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‘This is a pivotal time for financial services’ – Engage Mutual
Stuart Tragheim, sales director for Engage Mutual said the next few months will be crucial for financial planners across the UK.

Speaking during a panel debate sponsored by Engage Mutual on protection for the over 50s, Tragheim said consumer interest in issues like auto enrollment will peak over the next six to nine months.

“We’ve also got the budget changes around pensions coming in in April next year and the first freedom day for child trust funds happening at about the same time,” he added.

“We have a tremendous opportunity to join and align our strategies together so that those who need protection get the advice they need and those that need help get the help they need,” he added.

Group editor of Mortgage Soutions, Victoria Hartley chaired the debate and is joined by (from left to right) Terry McCutcheon, CEO, The Finance Planning Group, Emma Thomson, life office relations director, Lifesearch, Gareth Herbert, sales director, Mortgage Advice Bureau and Stuart Tragheim, sales director, Engage Mutual.

Watch out for the second chapter of the debate next week.




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