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  • 2 in 3 advisers fear trust clients may risk HMRC fines

    Advisers were concerned about clients risking HMRC fines by failing to register trusts with the Trust Registration Service before 1 September

  • Most financial professionals 'uncomfortable' about banter

    CISI HQ

  • Just 1 in 10 advisers would consider crypto investing

    The most common cryptocurrencies that clients who had lost money had invested in were Bitcoin (93%), Ethereum (32%) and Dogecoin (17%).

  • 'Coaching clients is best part of the job' say Planners

    Sarah Lord, PFS President

  • 1 in 10 over 60s underestimating care costs

    Over 1.8m over 60s are currently caring for a family member, according to the research from Canada Life.

  • 6 in 10 advisers expect Financial Planning demand to grow

    Jackie Boylan, head of Fidelity Adviser Solutions

  • Young clients let down by advisers over ESG – report

    6 in 10 investors under the age of 35 said they would invest more if their wealth manager thought more about their ESG preferences

  • Half UK savers expect to empty emergency savings

    Charles Stanley surveyed 2,086 UK adults between 9 June and 13 June

  • Inflation hits retirement plans of 3 in 4 over 55s

    Schroders Personal Wealth surveyed 1,000 UK adults on the impact of inflation

  • Client priorities shift amid cost-of-living crisis

    Steven Cameron, pensions director at Aegon

  • Number of over 65s in work rises 13%

    Over 65s were also more worried about money in retirement than they were in 2016.

  • FCA to assess financial resilience of firms

    FCA logo

  • Two thirds of savers cutting back

    There are currently 1.9m households with no money left to save at the end of the month, an increase of 330,000 since 2020.

  • Planners holding back on recruitment amid turmoil

    The PFS and NextWealth surveyed advisers in July and August

  • 79% of consumers want Chartered Planner advice

    Many consumers do not take advice until they are over 40

  • Winners of Financial Planning Today’s Survey draw

    FP Today survey

  • Planner confidence hit as cost of living crisis bites

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

  • Only 1 in 4 Planners consider PFS performing well

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

  • 2 in 3 back State Pension Triple Lock

    Tom Selby, head of retirement policy at AJ Bell

  • 1 in 5 younger women failing to save for retirement

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

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