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  • 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.

  • 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

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