Helping pensions and financial services organisations connect with the next generation
Gen Z and Gen Alpha are entering adulthood with different expectations of work, money, saving, technology, trust and financial security. For pensions and financial services organisations, this creates both a strategic challenge and a major growth opportunity. EiA helps organisations understand these generations directly — not through assumptions, but through structured insight, facilitated conversations and real-world problem solving with young people.
The questions we help financial services leaders answer
- How do Gen Z and Gen Alpha think about pensions, saving and long-term financial security?
- What language builds trust rather than confusion?
- How should providers communicate with younger audiences across digital, social and workplace channels?
- What role do values, purpose, sustainability and financial anxiety play in decision-making?
- How can pensions and financial services organisations design more relevant engagement strategies?
- How can organisations bring young people’s voices into product, communication and strategy decisions?
How EiA can help
- Hear directly from Gen Z and Gen Alpha
- Test assumptions about younger customers and employees
- Understand barriers to engagement and trust
- Explore future customer expectations
- Design more relevant communication and engagement strategies
- Turn insight into practical action
Relevant experience
EiA has worked with leading organisations across investment management, wealth, financial education, early careers and youth insight, helping senior teams understand young people’s expectations, barriers and behaviours.
Want to understand what the next generation expects from pensions and financial
services?
Speak to EiA about a Gen Z and Gen Alpha insight programme.