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  • Less than half of mid-retirees confident savings will last  

    Less than half, 48%, of mid-retirees aged 65-75 who do not pay for financial advice are confident they are on track to make their pension savings last for life.

  • 1 in 6 in dark on who will inherit their pension

    One in six (15%) pension savers surveyed earlier this year say they have no idea who will be the beneficiary of their pension when they die.

  • Succession completes integration of £1.1bn AUA True Wealth

    Aviva-owned Financial Planning-focused Succession Wealth has completed the integration of Leeds-based Financial Planning and wealth manager True Wealth Group.

  • 20% don’t know what type of pension they have

    A fifth, 20%, of people don’t know what type of pension they have, despite more than half, 53%, of Brits claiming to be knowledgable about pensions.

  • Aviva wealth division sees 15% drop in net flows for Q1

    Net flows for Aviva’s wealth division dropped 15% year-on-year to £2.3bn for the first quarter of 2025 (Q1 2024: £2.7bn).

  • Over a fifth of over-50s regret late start to pension saving

    A quarter (25%) of over-50s wish they had taken their pensions 'more seriously' at a younger age, according to a new survey.

  • Strong advised platform sales outpace rising outflows

    New platform business rose 43% year-on-year to £20.9bn for the fourth quarter of 2024 as recovery got under way, according to new data.

  • Aviva net flows climb 23% as AUM rises 17%

    Net flows at Aviva’s wealth arm climbed 23% in 2024, rising to £10.3bn from £8.3bn, as assets under management grew 17% to £198bn, from £170bn.

  • Quilter and Aviva platforms most recommended in 2024

    The Quilter Investment Platform and Aviva Platform were the two most recommended adviser platforms in 2024, substantially ahead of their rivals, according to new data.

  • Aviva launches new Shariah investment strategy

    Aviva has launched a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.

  • Succession Wealth snaps up £1.1bn AUA True Wealth

    Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

  • 20% of workers avoid thinking about finances

    One in five workers (20%) avoids organising and planning their finances, with some blaming anxiety or stress about their financial situation for their failings.

  • Succession Wealth recruits new CEO from parent Aviva

    Roger Marsden

    Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

  • Trevor Matthews appointed Aviva chief executive

    Trevor Matthews
  • Aviva appoints new chairman

    John McFarlane, new chairman of Aviva
  • Responses given to FSA's Simplified Advice guidelines

  • Over-55s say they are unwilling to pay for long term care costs

    Retirment Plans. Source: Aviva
  • Half of household income used to fund family debt

  • People starting too late to plan retirement finances

    Graph showing stages of retirement planning. Source: Aviva
  • Average family debt up by 48 per cent in the past year

    Family debt is growing - Aviva

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