• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs

  • Planners expect remote working to continue

    Only one in five said they expect remote working to form less than 25% of their average working day over the next 12 months.

  • Third of inheritances used to fund retirement planning

    Less than half (45%) of those surveyed by Fidelity International for the report had taken some form of investment advice

  • Planners quadruple client financial wellbeing

    Steven Cameron, pensions director at Aegon

  • Over 20m targeted by scammers

    Almost 4 in 10 of those surveyed by The Openwork Partnership said they have seen a rise in financial scam attempts

  • 45-54 year-olds struggling post pandemic

    Many women are struggling with their finances post pandemic

  • 4 in 5 Planners go beyond money matters

    Aegon and Next Wealth conducted the research with 212 Financial Planners in December 2020.

  • Planners say client long-term needs are changing

    Most Financial Planners surveyed for the report by Canada Life said they are one step ahead of their clients all or most of the time

  • Personal skills most important for trainee Planners

    Sarah Lord, president of the Personal Finance Society said the combination of strong technical knowledge and great personal skills are a powerful combination when working with clients.

  • Part-timers slipping behind with retirement saving

    Fidelity International's website

  • Increasing regulatory cost biggest hurdle for Planners

    112 respondents took part in Financial Planning Today’s 2021 online survey during June 2021

  • 8 in 10 clueless about spouse’s pensions

    Clive Bolton, managing director of savings and retirement at LV=

  • UK tops 10-nation poll for Financial Planner usage

    Savings for retirement is key for UK well off clients

  • Only 4 in 10 plan to invest excess pandemic cash

    Men were more likely to have excess cash and more likely to invest it

  • Fear of losses holding back potential investors

    TISA has called for current financial regulations to be amended to allow a wider range of online tools from providers

  • Half of clients wish they had taken financial advice earlier

    Fairstone CEO Lee Hartley said that the latest survey painted a changing landscape for the future of Financial Planning.

  • Global survey ranks 4 key skills for Planners

    Financial Planners need 4 key skills to be effective

  • Nearly 1 in 5 retirees hit by a scam - FSCS 

    Caroline Rainbird

  • Quarter of 2021 retirees quitting jobs earlier than planned

    Almost three in five (59%) told Key they have felt the impact of the pandemic on their retirement plans.

  • Quarter of 18-35s value Planners more post-pandemic

    London was the region where recognition of the value of advice had increased the most

  • Recruitment moves higher on Planners' agendas

    Sarah Lord, President of the PFS

Page 10 of 17

  • Prev
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.