Get to know your customers

Following extensive customer research we’ve identified four key segments in your customer base. Take a look at what someone from each of those segments has to say about their current finances.

Contented freewheeler

Contented freewheeler

They're aged 60+, semi or fully retired, financially secure and mainly approved retirement fund holders.

 
Steady progressor

Steady progressor

They're aged 40-55, professionals, large farmers or senior executives, well off, cautiously optimistic and are executive pension, personal pension and investment bond holders.

 
Courageous reinventor

Courageous reinventor

They're aged 52-62, rebuilding and
re -evaluating after redundancy and are mainly buy out bond and investment bond holders with some pension policies.

 
Optimistic striver

Optimistic striver

They are aged 35-45, professionals with squeezed income and rising outgoings, feeling insecure but determined and have a mix of products.

 
Steady progressor talks about retirement.

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Steady progressor talks about retirement.

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Contented freewheeler talks about retirement.

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Courageous reinventor talks about life.

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Optimistic striver talks about life.

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