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  • 4 in 5 savers unaware of upcoming ISA rule changes

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

  • 9 in 10 clients turn to infrastructure investments

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

  • More than 4 in 10 retirees regret failing to take advice

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

  • Younger investors becoming 'Generation Trader'

    International investments were also more appealing to younger investors

  • 3 in 5 looking to property to fund retirement

    The Equity Release Council's website

  • 1 in 12 advisers to miss Consumer Duty report deadline

    The FCA has reminded firms many times that the Consumer Duty is not a tick box “once and done” exercise

  • 8 in 10 savers support pensions overhaul

    Phoenix Group surveyed 3,014 UK adults in February,

  • 2 in 3 over-40s ‘in the dark’ about Triple Lock

    Many people fail to understand the pensions Triple Lock and are daunted by pensions

  • 1 in 2 investors worry about later life Financial Planning

    Many investors are concerned about later life planning

  • 45% of advisers consider new advice/guidance propositions

    Schroders Adviser Survey

  • Advisers need to focus on ‘soft’ skills says report

    Ross Liston, CEO of M&G Wealth Advice

  • Savers fear waning state support for retirement

    Over half of Britons say that a political party’s commitment to maintaining the Triple Lock would influence their voting at the next general election

  • 3 month delays in onboarding with wealth managers

    The wealthier the new client, the more protracted the onboarding process

  • 1 in 3 financial services firms censured by regulators

    The FCA's new Consumer Duty has changed the way firms interact with their customers

  • Inflation tops investor concerns

    Inflation and slow economic recovery topped the concerns of investors

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