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Personal advice – like private banking, fixed for everyone

Published: January 19, 2023, 11:01 a.m. Updated: February 3, 2023, 11:53 p.m.When the stock market fluctuates, funds lose value and bank accounts give low interest, it can be nice to get help from an experienced advisor in matters related to savings and pensions. At Folksam, everyone can get free help from professional advisers as often or as infrequently as you wish.Get personal advice for you and your capital – read more here.Private banking is something that is usually reserved for a bank’s wealthiest customers. Through the service, you often receive personal service regarding, among other things, asset management. Folksam has chosen to let everyone receive free help from professional advisors. It is reminiscent of private banking – but one difference is that a large amount of capital is not required to get help. – Here we have something that is becoming more and more unique when more and more banks and savings companies focus almost exclusively on the web. It’s part of our DNA. Advice is important and creates customer benefit for large target groups. We also think it is important that the advice is offered to everyone, because people with normal incomes often benefit from advice at least as much as people with large fortunes, says Fredrik Nyberg, head of advice at Folksam. – For those who are not, they are not particularly interested or experienced, traditional management is a good option. Then you probably get a good return at low risk and are not as sensitive to fluctuations in the market, he says.Fredrik Nyberg is advisory manager at Folksam.Fredrik Nyberg is head of advice at Folksam. Those who have all or parts of their pension savings in traditional management – that is, someone else manages the money for them – can have a calm and safe journey but use advice to still keep an ongoing eye on their savings and get advice on how to get where you want to go.

Individual review

You can choose how often – or rarely – you want to talk to your adviser. During the advisory meeting, the customer receives an individual review of their needs and help with balancing their own finances. – Otherwise, a trend in the financial market is to try to steer customers away from the personal. It can work great if the customer knows they need to save and how to do it. But you often need help with difficult financial decisions and you can get that by talking to an experienced adviser. A group that often takes help from advisers are people who are 55+ who want to know what they will get in retirement, collect their occupational pensions or get help adjusting the risk level of your savings. – These are things you want to discuss with your adviser. Many people want to put the pension in relation to how they have planned to live and get help putting together the life planning puzzle. Another group that can benefit from counseling are women with children who take or have taken most of the responsibility for maternity leave and parental leave. It affects pensions. To close the pension gap that has arisen, a plan for the whole family that creates justice is often needed. The counselors can help find a solution for that.Take the opportunity to get knowledgeable help – book a personal consultation hereThe article is produced by Brand Studio in collaboration with Folksam and not an article by Dagens industri

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