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  • 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

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

    3.1m more would consider taking financial advice - survey

  • Charles Schwab surveyed 1,000 investors in December

    UK investors turning away from ESG

  • Many women are worried about their pensions running out during retirement

    Nearly 1 in 2 women say they fear pension poverty

  • HSBC's London HQ

    Only 1 in 3 advisers develop relationship with next generation

  • Scottish Widows Paraplanner homepage

    Paraplanners wary about use of AI

  • Many people are struggling to keep retirement plans on track

    1.5m Britons plan never to retire as costs soar

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

    Fears grow over finances of vulnerable relatives

  • Younger clients were more likely to want to use social media to talk to their adviser

    8 in 10 clients prefer human to robot advice

  • Just 45% of Financial Planners feel positive about prospects over the coming 12 months

    Economic headwinds buffet Planner confidence

  • FPSB chief executive Dante De Gori, CFP

    Demand for Financial Planning growing

  • David Hynam, chief executive at LV=

    Fewer than 2 in 5 would turn to a Planner for advice

  • Britons saw retirement planning as less important than than managing hair appointments and planning holidays.

    Hair appointments 'more urgent' than pension planning

  • Just Group surveyed 1,050 UK adults over 55 between 17 and 27 August.

    Half of retirees exit work without a financial plan

  • The AKG report

    2 in 5 advisers facing issues attracting new clients

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