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  • News
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    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
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    • Guest Columnist
  • Features
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    • Insight & Analysis
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  • PFS website

    Advisers struggle to discuss vulnerability with clients

  • My Pension Expert website

    Britons do not trust financial advisers - survey

  • Sanlam's website

    Less than half of Britons using full ISA allowance

  • Simon Culhane

    Confidence rises for financial services professionals 

  • Keith Richards, chief executive of the Personal Finance Society and chief membership officer of the Chartered Insurance Institute

    Flexible working and digital tools key for advisers

  • Aviva's logo

    63% of investors want environmental transparency

  • Millions have saved more during the pandemic

    38m have saved more during the pandemic 

  • The FundsNetwork website

    Planners optimistic despite ongoing pandemic disruption

  • The majority of consumers surveyed heard about their current financial adviser either by worth of mouth or via a referral

    Referrals 'most important' when selecting a planner

  • New research from Standard Life Aberdeen found 66% 2021 retirees risk running out of money in retirement

    66% of retirees risk pension pot running dry

  • The survey from Aviva Financial Advice of 2,000 UK savers saw 45% of ‘confident’ respondents incorrectly say pensions do not attract tax relief

    Confidence no substitute for good financial advice

  • One in five retirees have considered riskier pension and investment products as they offer a higher rate of interest, according to new research from the FSCS

    Retirees drawn to riskier investments warns FSCS

  • Charlotte Ransom, CEO of Netwealth

    Britons reluctant to seek advice despite pandemic worries

  • VitalityInvest's website

    New Financial Planning technology here to stay - survey

  • 8% of women have sought financial advice to increase retirement savings

    20% of women have taken action on gender pension gap

  • Most couples share financial information but lies are common

    15% of couples keep financial secrets

  • Just 1% of advisers said they are choosing to invest less into ESG funds

    2 in 3 advisers adding more client money to ESG funds

  • UK investors surveyed by Close Brothers Asset Management were confused by responsible investing terminology

    Investors confused by responsible investing terminology

  • Many have been forced to retire early

    47% of pension savers retire earlier than planned

  • Advisers have adapted quickly to remote working

    6 in 10 advisers saw client growth in 2020

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