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  • The PFS and NextWealth surveyed advisers in July and August

    Planners holding back on recruitment amid turmoil

  • Many consumers do not take advice until they are over 40

    79% of consumers want Chartered Planner advice

  • FP Today survey

    Winners of Financial Planning Today’s Survey draw

  • We asked readers who they felt about the Financial Planning and Paraplanning professions over the next 12 months

    Planner confidence hit as cost of living crisis bites

  • We asked readers who they felt the PFS is promoting the Financial Planning profession

    Only 1 in 4 Planners consider PFS performing well

  • Tom Selby, head of retirement policy at AJ Bell

    2 in 3 back State Pension Triple Lock

  • Scottish Widows’ Women and Retirement 2022 report surveyed 5,025 UK adults between 8 March and 15 March 2022.

    1 in 5 younger women failing to save for retirement

  • How advisers evidence value. Source: NextWealth

    3 in 4 advisers fail to evidence Financial Planning value

  • Client sectors seen as important for new business included business owners, specialist sectors (such as doctors or armed forces), young families and the families of existing clients.

    Planners aim to adapt models to attract younger clients

  • Canada Life surveyed 159 financial advisers during roadshow evets in September and October.

    2 in 3 clients worried about investment volatility

  • Half of those who had experienced discrimination felt colleagues treated them differently for speaking up

    Most ethnic financial services staff experience discrimination

  • Dynamic Planner surveyed advisers and paraplanners in June and July

    3 in 4 Planners report client numbers growing

  • The Office for National Statistics released its latest data this morning

    Cost of living crisis driving over 50s back to work

  • AJ Bell surveyed 251 financial advisers and paraplanners between 5 and 12 December.

    1 in 5 advisers to revamp investment propositions

  • Many people are worried about their finances but there is some sign of easing

    42% struggling financially but signs of easing

  • Defaqto website

    Nearly 3 in 10 advisers changed platform in past year

  • SimplyBiz website

    Financial advisers optimistic about 2023

  • Financial advisers are optimistic about business this year

    9 in 10 advisers ‘optimistic’ about business this year

  • Chris Hudson, retail advised managing director at Standard Life

    Advised clients better prepared for later life

  • Royal London and Opinium surveyed 218 financial advisers and 4,000 UK adults between 27 February and 6 March.

    2 in 3 advisers see reassurance as main role

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