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  • Survey reveals breadth of Financial Planners’ business

  • HNW offshore investment demand outstrips supply - survey

  • Jonathan Polin

    40m UK adults are ‘rolling the dice’ on retirement

  • Many people opt for a DIY approach to retirement planning

    Half of UK pension savers shun financial advice

  • UBS

    HNW investors ‘cautious but optimistic’, says UBS report

  • Millennials face major IHT risk

    Millennials have ‘no clue’ about £4trn IHT risk 

  • Too many people avoid seeing a Financial Planner - despite the benefits

    Nearly 5m able to pay for financial advice avoid advisers

  • Sanlam website

    Financial Planning ‘reality gap’ for HNW savers

  • Most people prefer face-to-face advice

    75% of adults want face-to-face financial advice

  • PLSA logo

    56% of workers 'concerned' about retirement savings

  • ABI website

    1 in 5 in the dark about their pensions

  • CBI's Rain Newton-Smith

    Financial services sector set to slump - CBI survey

  • Client growth was strong for adviser firms in 2019

    Financial advice clients and turnover up in 2019

  • Aegon's head of pensions Kate Smith

    Male and female pension savers 'different' during virus

  • UBS logo

    Wealthy investors stick to stocks despite Coronavirus

  • CFA Trust Report

    Trust in UK financial services ‘low’ - global survey

  • More people plan to see an adviser

    Virus-worried Britons plan to see financial adviser for first time

  • Many see stock market falls as an opportunity

    7 in 10 see share price falls as investment opportunity

  • Capital preservation is now key for many investors

    69% of advisers to review investment strategy 

  • Rachael Griffin of Quilter

    63% of Millennials interested in financial advice

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