• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs

  • 8 in 10 clients prefer human to robot advice

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

  • Economic headwinds buffet Planner confidence

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

  • Demand for Financial Planning growing

    FPSB chief executive Dante De Gori, CFP

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

    David Hynam, chief executive at LV=

  • Hair appointments 'more urgent' than pension planning

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

  • Half of retirees exit work without a financial plan

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

  • 2 in 5 advisers facing issues attracting new clients

    The AKG report

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

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

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

    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.

  • 7 in 10 adviser clients are over 50

    Intelliflo's advice map

  • Women a step closer to closing gender pension gap

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

  • AI will be a mixed blessing, say advisers

    Some advisers believe AI could replace their jobs

  • Womens' finances under growing pressure

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

  • Planners need to improve philanthropy knowledge

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

  • 2 in 3 SimplyBiz advisers confident about 2024

    SimplyBiz surveyed its financial advisers at the end of 2023.

  • FCA to survey 25,000 regulated firms

    FCA logo

  • Economic woes are changing retirement behaviours

    Steven Cameron, pensions director at Aegon UK

  • 2 in 3 advisers say clients fear outliving their pensions

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

  • Northerners more financially savvy – report

    Men had an average older money age than women

  • 1 in 5 access pensions without understanding rules

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

Page 16 of 17

  • Prev
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.