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  • Charles Schwab surveyed 1,000 investors in December

    UK investors turning away from ESG

  • Many women are worried about their pensions running out during retirement

    Nearly 1 in 2 women say they fear pension poverty

  • HSBC's London HQ

    Only 1 in 3 advisers develop relationship with next generation

  • Scottish Widows Paraplanner homepage

    Paraplanners wary about use of AI

  • Many people are struggling to keep retirement plans on track

    1.5m Britons plan never to retire as costs soar

  • Many older and vulnerable people are at risk of making poor financial decisions

    Fears grow over finances of vulnerable relatives

  • Younger clients were more likely to want to use social media to talk to their adviser

    8 in 10 clients prefer human to robot advice

  • Just 45% of Financial Planners feel positive about prospects over the coming 12 months

    Economic headwinds buffet Planner confidence

  • FPSB chief executive Dante De Gori, CFP

    Demand for Financial Planning growing

  • David Hynam, chief executive at LV=

    Fewer than 2 in 5 would turn to a Planner for advice

  • Britons saw retirement planning as less important than than managing hair appointments and planning holidays.

    Hair appointments 'more urgent' than pension planning

  • Just Group surveyed 1,050 UK adults over 55 between 17 and 27 August.

    Half of retirees exit work without a financial plan

  • The AKG report

    2 in 5 advisers facing issues attracting new clients

  • Arguments between married couples during Financial Planning meetings were mainly caused by disagreements over lifestyle goals

    75% of firm's advisers 'refereeing' retirement arguments

  • Scottish Widows surveyed 502 advised consumers, 500 non-advised consumers and 502 financial advisers with less than £500m in assets under advice between 8 and 18 September.

    68% of advisers willing to work with sub-£50k portfolios

  • Intelliflo's advice map

    7 in 10 adviser clients are over 50

  • YouGov surveyed 5,072 women in March and April on behalf of Scottish Widows.

    Women a step closer to closing gender pension gap

  • Some advisers believe AI could replace their jobs

    AI will be a mixed blessing, say advisers

  • Over a third (36%) of women would not be able to afford everyday expenses should the UK enter a recession

    Womens' finances under growing pressure

  • A CAF survey of 500 high-net-worth individuals found that a third consider themselves to be philanthropists

    Planners need to improve philanthropy knowledge

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