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  • 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

  • Arguments between married couples during Financial Planning meetings were mainly caused by disagreements over lifestyle goals

    75% of firm's advisers 'refereeing' retirement arguments

  • Scottish Widows surveyed 502 advised consumers, 500 non-advised consumers and 502 financial advisers with less than £500m in assets under advice between 8 and 18 September.

    68% of advisers willing to work with sub-£50k portfolios

  • Intelliflo's advice map

    7 in 10 adviser clients are over 50

  • YouGov surveyed 5,072 women in March and April on behalf of Scottish Widows.

    Women a step closer to closing gender pension gap

  • Some advisers believe AI could replace their jobs

    AI will be a mixed blessing, say advisers

  • Over a third (36%) of women would not be able to afford everyday expenses should the UK enter a recession

    Womens' finances under growing pressure

  • A CAF survey of 500 high-net-worth individuals found that a third consider themselves to be philanthropists

    Planners need to improve philanthropy knowledge

  • SimplyBiz surveyed its financial advisers at the end of 2023.

    2 in 3 SimplyBiz advisers confident about 2024

  • FCA logo

    FCA to survey 25,000 regulated firms

  • Steven Cameron, pensions director at Aegon UK

    Economic woes are changing retirement behaviours

  • Half (45%) of advisers said clients had expressed desires to travel or live overseas.

    2 in 3 advisers say clients fear outliving their pensions

  • Men had an average older money age than women

    Northerners more financially savvy – report

  • Almost 1 in 10 (7%) said it has been difficult to manage their pension

    1 in 5 access pensions without understanding rules

  • Of the 2,000 savers surveyed by OnePoll on behalf of Wesleyan, 42% already had money in an ISA.

    4 in 5 savers unaware of upcoming ISA rule changes

  • Pure Profile surveyed 200 UK wealth managers, financial advisers and discretionary fund managers on behalf of Time Investments in September.

    9 in 10 clients turn to infrastructure investments

  • Boxclever surveyed 6,350 UK adults on behalf of Standard Life between 26 July and 9 August 2023.

    More than 4 in 10 retirees regret failing to take advice

  • International investments were also more appealing to younger investors

    Younger investors becoming 'Generation Trader'

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