Find out which segments
are on track for prosperity
Some Boomers have their finances spinning
along nicely. Others feel less in the groove,
overwhelmed by modern financial choices.
But it’s not just about income; how they
manage their money says a lot about
levels of identity, confidence and
emotional resilience.
Boomers actively engage with
their finances rather than hiding
from them; in fact they enjoy thinking
about money. But there’s a minority
who, whether through financial strain
or emotional overload, would rather
not see the reality.
When it comes to picking
a product, not everyone’s
dancing to the same tune.
The confident and well-off
make it look easy, but for
others the choice can feel
overwhelming, and they
may feel as stuck as
a scratched record.
finding financial
products is easy
they struggle
Boomers have a reputation as savers and
for many, the cape fits. But not everyone’s
keeping all their pennies in their pension
pot. For some, spending is about enjoyment
and the possibility of growing their finances
has long since taken flight.
are 2x more likely
to prefer spending than
other segments
For many Boomers the tight grip they
keep on their finances is a source of
pride and confidence. But for those
under pressure, money management
can slip into low-maintenance mode,
or, worse, no maintenance at all.
of Strategic
Pragmatists
say they monitor
their spending
very closely.
Cultural Hobbyists.
