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Editor’s Column: Yesterday’s client may not be tomorrow’s
6 in 10 planners expect growth in tax and estate advice
Pandemic alters equity release spending behaviour
Pandemic sparks rush to write a will
HMRC returned £115.6m overpaid pension tax in 2020/21
Unadvised annuity customers losing out
1 in 10 over 40s considering equity release
3 in 10 expect to work beyond State Pension Age
Third of over 40s plan to work past SPA
Planners say client long-term needs are changing
Retirees cooling on European retirement post Brexit
Planners say demand for inter-generational advice is booming
44% expect to work beyond State Pension Age
Over-55s turn to equity release to meet daily living costs
Annuity rates could rise by up to 14%
Government holds AE earnings trigger at £10,000
Half of retirees have money worries but only 22% seek advice
Third of over-55s turning to equity release
‘Ideal’ retirement income is £22,500 a year
Revealed: Top 10 life and financial goals
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