3 month delays in onboarding with wealth managers

Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.


Savers fear waning state support for retirement

Over half (55%) of savers over 25 believe that government support for retirement will decrease by the time they reach retirement age, according to a new report.


Advisers need to focus on ‘soft’ skills says report

Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.


45% of advisers consider new advice/guidance propositions

Nearly half of financial advisers (45%) are considering launching new cut-down advice services using the proposed FCA advice / guidance boundary changes, according to a new survey.

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