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  • 1 in 5 advisers unprepared for Consumer Duty

    Royal London surveyed 200 financial advisers in April

  • Britons’ 'wealth score' falls 8% in first quarter

    39% of Brits think the Coronavirus pandemic has had a negative impact on their household finances

  • Only half of Britons would consider taking advice

    Opinium surveyed 2,000 UK adults on behalf of Hargreaves Lansdown.

  • 3 in 4 advisers concerned about Consumer Duty rules

    M&G Wealth conducted a poll of over 200 advisers during a webinar on 5 May.

  • Third of clients expect Planner to be ESG expert

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

  • 3 in 4 pension schemes have net zero plans

    The PLSA surveyed 91 pension scheme members between 20 April and 16 May in advance of their Annual Investment Conference this week.

  • Women start investing 3 years earlier than men

    Opinium Research surveyed 1,008 UK adults that hold investment products on behalf of Janus Henderson Investment Trusts in January.

  • 9 in 10 older HNW clients concerned over inflation

    Saltus' website

  • Male Paraplanners 4x more likely to seek adviser careers

    Quilter Financial Planning’s behavioural consultancy surveyed 120 Paraplanners.

  • Half of advisers look to platforms for Consumer Duty support

    Abrdn surveyed 424 financial advisers on Consumer Duty in May

  • 1 in 10 have reduced pension contributions

    One in ten UK adults had paused or reduced their pension contributions in March

  • Paraplanners feel increasingly valued

    Embark surveyed 332 Paraplanners on behalf of Embark in May.

  • Planners expect rise in wealth transfer advice

    M&G Wealth surveyed 201 financial advisers in February

  • Only 1 in 10 clients dedicated to ESG investing

    Quilter's website

  • Inflation worries put pension attitudes at risk

    The report from AKG said inflation is putting gains from pension freedoms at risk

  • Two in five cut back on saving

    50% said they know they should be saving more

  • 8 in 10 clients initiated ESG conversation with adviser

    Foster Denovo's website

  • Advisers urge removal of ‘emergency’ drawdown tax

    Single or ad-hoc pension payments, or initial payments of regular pension income, are normally taxed on the ‘emergency month one basis’.

  • 1 in 3 investors potentially vulnerable - report

    Younger women investors can be vulnerable

  • 2 in 3 share retirement planning goals with family

    Family influence is important in retirement planning

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