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  • Less than three in ten (28%) of 2022 retirees surveyed had taken financial advice

    2 in 3 retirees in 2022 plan flexible retirement

  • Gunner & Co surveyed 106 Financial Planning firm owners in February

    6 in 10 Financial Planning bosses looking to exit

  • Many women struggle to save for retirement

    1 in 4 women have no pension pot

  • Many consumers are worried about the prospects for their savings

    Savers’ confidence crashes below 2008 levels

  • The research was carried out on behalf of M&G Wealth

    Third of families share financial adviser

  • FE fundinfo surveyed 200 UK-based financial advisers in November and December.

    7 in 10 advice firms have increased tech spend

  • Royal London surveyed 200 financial advisers in April

    1 in 5 advisers unprepared for Consumer Duty

  • 39% of Brits think the Coronavirus pandemic has had a negative impact on their household finances

    Britons’ 'wealth score' falls 8% in first quarter

  • Opinium surveyed 2,000 UK adults on behalf of Hargreaves Lansdown.

    Only half of Britons would consider taking advice

  • M&G Wealth conducted a poll of over 200 advisers during a webinar on 5 May.

    3 in 4 advisers concerned about Consumer Duty rules

  • The survey was carried out on behalf of M&G Wealth

    Third of clients expect Planner to be ESG expert

  • The PLSA surveyed 91 pension scheme members between 20 April and 16 May in advance of their Annual Investment Conference this week.

    3 in 4 pension schemes have net zero plans

  • Opinium Research surveyed 1,008 UK adults that hold investment products on behalf of Janus Henderson Investment Trusts in January.

    Women start investing 3 years earlier than men

  • Saltus' website

    9 in 10 older HNW clients concerned over inflation

  • Quilter Financial Planning’s behavioural consultancy surveyed 120 Paraplanners.

    Male Paraplanners 4x more likely to seek adviser careers

  • Abrdn surveyed 424 financial advisers on Consumer Duty in May

    Half of advisers look to platforms for Consumer Duty support

  • One in ten UK adults had paused or reduced their pension contributions in March

    1 in 10 have reduced pension contributions

  • Embark surveyed 332 Paraplanners on behalf of Embark in May.

    Paraplanners feel increasingly valued

  • M&G Wealth surveyed 201 financial advisers in February

    Planners expect rise in wealth transfer advice

  • Quilter's website

    Only 1 in 10 clients dedicated to ESG investing

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