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  • The report from AKG said inflation is putting gains from pension freedoms at risk

    Inflation worries put pension attitudes at risk

  • 50% said they know they should be saving more

    Two in five cut back on saving

  • Foster Denovo's website

    8 in 10 clients initiated ESG conversation with adviser

  • Single or ad-hoc pension payments, or initial payments of regular pension income, are normally taxed on the ‘emergency month one basis’.

    Advisers urge removal of ‘emergency’ drawdown tax

  • Younger women investors can be vulnerable

    1 in 3 investors potentially vulnerable - report

  • Family influence is important in retirement planning

    2 in 3 share retirement planning goals with family

  • Advisers were concerned about clients risking HMRC fines by failing to register trusts with the Trust Registration Service before 1 September

    2 in 3 advisers fear trust clients may risk HMRC fines

  • CISI HQ

    Most financial professionals 'uncomfortable' about banter

  • The most common cryptocurrencies that clients who had lost money had invested in were Bitcoin (93%), Ethereum (32%) and Dogecoin (17%).

    Just 1 in 10 advisers would consider crypto investing

  • Sarah Lord, PFS President

    'Coaching clients is best part of the job' say Planners

  • Over 1.8m over 60s are currently caring for a family member, according to the research from Canada Life.

    1 in 10 over 60s underestimating care costs

  • Jackie Boylan, head of Fidelity Adviser Solutions

    6 in 10 advisers expect Financial Planning demand to grow

  • 6 in 10 investors under the age of 35 said they would invest more if their wealth manager thought more about their ESG preferences

    Young clients let down by advisers over ESG – report

  • Charles Stanley surveyed 2,086 UK adults between 9 June and 13 June

    Half UK savers expect to empty emergency savings

  • Schroders Personal Wealth surveyed 1,000 UK adults on the impact of inflation

    Inflation hits retirement plans of 3 in 4 over 55s

  • Steven Cameron, pensions director at Aegon

    Client priorities shift amid cost-of-living crisis

  • Over 65s were also more worried about money in retirement than they were in 2016.

    Number of over 65s in work rises 13%

  • FCA logo

    FCA to assess financial resilience of firms

  • There are currently 1.9m households with no money left to save at the end of the month, an increase of 330,000 since 2020.

    Two thirds of savers cutting back

  • The PFS and NextWealth surveyed advisers in July and August

    Planners holding back on recruitment amid turmoil

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