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  • 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.

    Personal skills most important for trainee Planners

  • Fidelity International's website

    Part-timers slipping behind with retirement saving

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

    Increasing regulatory cost biggest hurdle for Planners

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

    8 in 10 clueless about spouse’s pensions

  • Savings for retirement is key for UK well off clients

    UK tops 10-nation poll for Financial Planner usage

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

    Only 4 in 10 plan to invest excess pandemic cash

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

    Fear of losses holding back potential investors

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

    Half of clients wish they had taken financial advice earlier

  • Financial Planners need 4 key skills to be effective

    Global survey ranks 4 key skills for Planners

  • Caroline Rainbird

    Nearly 1 in 5 retirees hit by a scam - FSCS 

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

    Quarter of 2021 retirees quitting jobs earlier than planned

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

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

  • Sarah Lord, President of the PFS

    Recruitment moves higher on Planners' agendas

  • Money worries are growing for some

    Consumers saving less due to increase in outgoings 

  • The research was carried out on behalf of Aviva

    8 in 10 Gen X concerned about retirement affordability

  • Neil Woodford

    8 in 10 Woodford investors suffered negative impact

  • Neil Woodford was seen as a star investment manager before the collapse of his Woodford Equity Income fund.

    3 in 4 advisers changed processes post-Woodford

  • Sarah Lord, president of the PFS

    Planners split on role of diversity programmes

  • Steven Cameron, pensions director at Aegon

    Low interest rates prompting investment surge

  • Over-50s show a preference for human advice

    8 in 10 over-50s shun robo-advice

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