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Mr Carter has requested that I research the financial needs of potential and current Canada Life customers based on their stage in life. I have been given seven generic stages life stages.
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Financial Services for Individuals Unit 2 I have been recruited as a Financial Advisor at Canada Life as a School leaver trainee. I will be placed on a comprehensive training campaign but before this begins my new boss, Mr Carter, wishes to ascertain my current financial acumen. Task 1 Mr Carter has requested that I research the financial needs of potential and current Canada Life customers based on their stage in life. I have been given seven generic stages life stages. Table 1 Financial Needs Appetite to Risk School age/ youth (-16) People at this life stage have limited needs. A Savings account would be enough, since they do not have much money to invest or spend. A cash card would do this. Their money may come from a paper-round job. Also, they may have savings from grandparents etc. This can then be used in a premium bond or a national saving bond. Most financial institutions are unavailable...
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