Download: You know that thing they say about waiting ages for a bus?

At a time of growing anxiety among financial advice practices about the potential exodus of client assets over the next few years, along come three big regulatory and policy initiatives that – together – represent a unique chance for firms to reach new clients. Yet many advice businesses appear unprepared to take advantage of a potential spike in consumer interest in pensions and investing. So what can they do to capitalise?

We've spent the last few weeks thinking about the potential consequences for financial planning practices of three major initiatives: this April's rollout of targeted support and launch of the UK retail investment campaign, and towards the end of this year, the likely release of the UK Pensions Dashboard.

Separately, each could shift the way the UK public engages with pensions and investing.

But it’s their combined potential that’s so interesting.

Because, together, they could result in the most significant increase in public interest in pensions and investing since the launch of auto-enrolment.

And these converging initiatives couldn’t come at a better time – especially for advice firms.

Download our four-page strategy paper

Max has written a four-page strategy paper designed for advice practice principals and leaders.

Called ‘You know that thing they say about waiting ages for a bus?’, the paper sets out the why the next two years could be significant for targeting new clients.

It offers a four-step approach that can help financial advice firms to focus their marketing efforts.

By coordinating promotional attention, investment and resources to coincide with these initiatives, firms can position themselves to benefit from the likely ‘spillover’ of consumer interest in saving and investing.