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

    The Openwork Partnership website

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

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

  • Third of over-55s turning to equity release

    Canada Life's website

  • 1 in 3 advised clients expect out of hours contact

    The research was conducted on behalf of Charles Stanley

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

    Many people are happy with a moderate retirement income

  • Third of savers concerned over pension rule changes

    Hargreaves Lansdown's Bristol HQ

  • 2 in 3 women have no financial role model

    Danni Hewson financial analyst at AJ Bell

  • Lockdown habits boost 1 in 2 wealthy Britons

    Calum Brewster, CEO of Brown Shipley

  • Planners lack tech skills says NextWealth

    Barriers to technology adoption by Financial Planners according to NextWealth

  • IHT planning and pensions driving ‘Boomer’ advice demand

    Over a third (37%) of ‘Boomers’ have used a financial adviser at some point in their lives.

  • Entrepreneurs choosing property over pensions

    The research was commissioned by wealth manager and Chartered Financial Planner Brown Shipley.

  • Planners' wealth transfer headache - report

    The research was carried out for Oxford Risk

  • Adviser confidence drops despite rising client satisfaction

    Among female advisers confidence was 75% in comparison to 53% of male advisers.

  • 6 in 10 advisers report clients updating trusts

    Steven Cameron, pensions director at Aegon

  • 2 in 3 retirees in 2022 plan flexible retirement

    Less than three in ten (28%) of 2022 retirees surveyed had taken financial advice

  • 6 in 10 Financial Planning bosses looking to exit

    Gunner & Co surveyed 106 Financial Planning firm owners in February

  • 1 in 4 women have no pension pot

    Many women struggle to save for retirement

  • Savers’ confidence crashes below 2008 levels

    Many consumers are worried about the prospects for their savings

  • Third of families share financial adviser

    The research was carried out on behalf of M&G Wealth

  • 7 in 10 advice firms have increased tech spend

    FE fundinfo surveyed 200 UK-based financial advisers in November and December.

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