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

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

  • Many investors are concerned about later life planning

    1 in 2 investors worry about later life Financial Planning

  • Schroders Adviser Survey

    45% of advisers consider new advice/guidance propositions

  • Ross Liston, CEO of M&G Wealth Advice

    Advisers need to focus on ‘soft’ skills says report

  • 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

    Savers fear waning state support for retirement

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

    3 month delays in onboarding with wealth managers

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

    1 in 3 financial services firms censured by regulators

  • Inflation and slow economic recovery topped the concerns of investors

    Inflation tops investor concerns

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