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  • Sapio surveyed 1,001 investors and savers with a financial adviser in September on behalf of abrdn.

    Pandemic changes long-term attitudes to remote advice

  • Visible Capital said the survey shows there are “clear opportunities” for Financial Planners who can offer inheritance tax planning services.

    7 in 10 over 50s fail to take IHT advice

  • Nick Britton, head of intermediary communications at the Association of Investment Companies

    3 in 4 advisers offer ESG investments

  • The research was conducted for Aegon UK

    3 in 4 advisers avoid complex investments

  • Foresight Group's website

    Lack of client familiarity key barrier to ESG

  • London's HSBC building

    Regular Financial Planning linked to improved health

  • The research comes from savings, investments and pensions provider Aviva

    Pandemic impacts over half retirement plans

  • Clients are becoming more demanding

    1 in 3 advised clients want more support  

  • FCA Practitioner Report

    Pandemic plaudits for watchdog - survey

  • The biggest concern shared by the workers surveyed by Canada Life was being able to enjoy their older age (34%).

    44% expect to work beyond State Pension Age

  • Steven Cameron, pensions director at Aegon, said the research shows a high proportion are concerned about the immediate impact of inflation on the affordability of every day living.

    2 in 3 savers concerned about rising inflation

  • The research was carried out on behalf of Just Group

    Over-45s keeping advisers in dark over vulnerability

  • This is the lang cat's fourth State of the Adviser Nation report

    8 in 10 advice firms expect growth in 2022

  • The Openwork Partnership website

    Over 1 in 5 savers prefer to keep all money in cash

  • Under a fifth (19%) of the female retirees surveyed had spoken to a professional adviser, versus a quarter of men.

    Half of retirees have money worries but only 22% seek advice

  • Canada Life's website

    Third of over-55s turning to equity release

  • The research was conducted on behalf of Charles Stanley

    1 in 3 advised clients expect out of hours contact

  • Many people are happy with a moderate retirement income

    ‘Ideal’ retirement income is £22,500 a year 

  • Hargreaves Lansdown's Bristol HQ

    Third of savers concerned over pension rule changes

  • Danni Hewson financial analyst at AJ Bell

    2 in 3 women have no financial role model

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