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  • Less than half of Britons using full ISA allowance

    Sanlam's website

  • Confidence rises for financial services professionals 

    Simon Culhane

  • Flexible working and digital tools key for advisers

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

  • 63% of investors want environmental transparency

    Aviva's logo

  • 38m have saved more during the pandemic 

    Millions have saved more during the pandemic

  • Planners optimistic despite ongoing pandemic disruption

    The FundsNetwork website

  • Referrals 'most important' when selecting a planner

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

  • 66% of retirees risk pension pot running dry

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

  • Confidence no substitute for good financial advice

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

  • Retirees drawn to riskier investments warns FSCS

    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

  • Britons reluctant to seek advice despite pandemic worries

    Charlotte Ransom, CEO of Netwealth

  • New Financial Planning technology here to stay - survey

    VitalityInvest's website

  • 20% of women have taken action on gender pension gap

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

  • 15% of couples keep financial secrets

    Most couples share financial information but lies are common

  • 2 in 3 advisers adding more client money to ESG funds

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

  • Investors confused by responsible investing terminology

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

  • 47% of pension savers retire earlier than planned

    Many have been forced to retire early

  • 6 in 10 advisers saw client growth in 2020

    Advisers have adapted quickly to remote working

  • Women twice as likely to leave Financial Planning to partner

    Hargreaves Lansdown's Bristol office

  • Planners expect business and client growth – survey

    Gemma Harle

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