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  • 3 in 4 advisers fail to evidence Financial Planning value

    How advisers evidence value. Source: NextWealth

  • Planners aim to adapt models to attract younger clients

    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.

  • 2 in 3 clients worried about investment volatility

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

  • Most ethnic financial services staff experience discrimination

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

  • 3 in 4 Planners report client numbers growing

    Dynamic Planner surveyed advisers and paraplanners in June and July

  • Cost of living crisis driving over 50s back to work

    The Office for National Statistics released its latest data this morning

  • 1 in 5 advisers to revamp investment propositions

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

  • 42% struggling financially but signs of easing

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

  • Nearly 3 in 10 advisers changed platform in past year

    Defaqto website

  • Financial advisers optimistic about 2023

    SimplyBiz website

  • 9 in 10 advisers ‘optimistic’ about business this year

    Financial advisers are optimistic about business this year

  • Advised clients better prepared for later life

    Chris Hudson, retail advised managing director at Standard Life

  • 2 in 3 advisers see reassurance as main role

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

  • 3.1m more would consider taking financial advice - survey

    The lang cat and YouGov surveyed 2,035 British adults online between 13 and 14 February.

  • UK investors turning away from ESG

    Charles Schwab surveyed 1,000 investors in December

  • Nearly 1 in 2 women say they fear pension poverty

    Many women are worried about their pensions running out during retirement

  • Only 1 in 3 advisers develop relationship with next generation

    HSBC's London HQ

  • Paraplanners wary about use of AI

    Scottish Widows Paraplanner homepage

  • 1.5m Britons plan never to retire as costs soar

    Many people are struggling to keep retirement plans on track

  • Fears grow over finances of vulnerable relatives

    Many older and vulnerable people are at risk of making poor financial decisions

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