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  • Men’s pension pots more than double women’s - report

    Men have double the pension savings of women, with an average pension pot of £92,000 compared to £39,000 for women.

  • Chartered adviser warns govt against cutting cash ISAs

    Chartered financial adviser The Private Office has warned the Government against cutting the Cash ISA allowance, saying that doing so will fail to drive more risk-based investing.

  • 7 in 10 advisers concerned over future for small firms

    More than 7 in 10 financial advisers (71%) believe it is getting harder for smaller independent financial advice firms to survive, according to a new survey.

  • Pension Freedoms confusing clients say 2 in 5 advisers

    More than two in five financial advisers (43%) say the increased pension flexibility brought about by the Pension Freedoms is confusing clients, according to a new report.

  • Confidence in UK investment markets rockets 70%

    Investor confidence in UK markets rose 70% in May, according to the latest Investor Confidence Index.

  • 3 in 5 clients increasing interaction with adviser

    Almost three in five (58%) 30-to-60 year old investors have increased interactions with their financial advisers in the last 12 months, according to a new report.

  • 1 in 10 investors regret failing to seek advice

    One in 10 investors (11%) regret failing to seek advice from a financial adviser, according to a new report.

  • 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.

  • 1 in 4 Gen Z adults turning to advice

    Over a quarter (23%) of Generation Z adults would turn to a financial adviser in comparison with just 6% of Millennials, according to a new survey.

  • 4 in 5 financial advice firms grew in 2024

    Four in five financial advice firms reported increased turnover in 2024, with two thirds anticipating higher profits in 2025, according to a new report.

  • M&A activity in IFA sector gathers pace

    The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.

  • FCA to survey all regulated firms for first time

    For the first time the FCA is to survey all regulated firms for its annual Practitioner Panel joint survey.

  • Positivity towards personal finances rises

    Three in five people (60%) are positive about their finances for 2025 in comparison to only half who felt this way going into 2024, according to new research.

  • IHT impact on pensions dominates client concerns

    The majority (95%) of financial advisers believe that the incoming inheritance tax liability on pensions is their clients’ greatest current financial concern, according to a new report.

  • 1 in 5 Britons admit to retirement planning regrets

    One in five Britons (22%) wish they had learned to save for retirement earlier, according to a new report.

  • Adviser client satisfaction increasing says report

    Financial advisers are delivering greater value to their clients who are more satisfied as a result, according to a new report.

  • 1 in 5 mass affluent concerned over IHT planning

    Over one in five (21%) of mass affluent Britons lack confidence that their inheritance planning is in order, according to a new survey.

  • 1 in 3 mass affluent savers boosting pension contributions

    A third (32%) of mass affluent savers between 35 and 54 are planning to increase their pension contributions, according to a new study.

  • 5 winners of FP Today Survey Prize draw announced

     

    The five winners of Financial Planning Today’s Financial Planning Profession Survey Prize Draw have been announced.

  • Advisers among those with lowest satisfaction with FCA

    Firms in the retail investments sector, which includes most financial advice firms, had one of the lowest levels of satisfaction with their relationship with the FCA.

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