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  • 2 in 3 Financial Planner firms growing by securing new clients

    Two thirds (64%) of Financial Planning firms say they are growing by taking on new clients, according to a new report.

  • Share your views on SIPPs and you could win £50

    Financial Planning Today has partnered with Harpenden Building Society to offer you a chance to win a £50 gift voucher for sharing your views on SIPPs.

  • Exclusive: Remote working now the norm for many Planners – survey

    Just 28% of Financial Planners work mostly full-time from the office, according to our recently-published 2026 annual survey of Financial Planning Today readers.

  • Most over-55s reject gifting to pass on wealth early - survey

    Most over-55s say they will continue to pass on their wealth through their wills and estates planning after death despite a rising number of inheritance disputes and concerns about rising taxation, new study has revealed.

  • Exclusive: Planners aiming to expand headcount

    Financial Planners taking part in our 2026 Reader Survey, which has just closed, have revealed growing confidence about new business prospects, despite financial uncertainty among some clients.

  • 3 in 4 Planning firms expect profit growth in 2026

    Steven Nelson, insights director at The Langcat

    Over three quarters (78%) of Financial Planning firms expect their profits to grow in 2026, according to a new report.

  • Planner salaries and bonuses rise for 12th consecutive year

    The survey was carried out by Paul Harper search

    Average basic salaries, total earnings and bonuses continued to rise in 2025, the twelfth consecutive year of increases, according to a new report.

  • 9 in 10 advisers rely on referrals for new clients

    Referrals from personal connections were the primary source of new clients for 43% of advisers

    Over nine in ten (92%) of IFAs primarily rely on referrals from existing clients to source new ones, according to a new report.

  • Just 1 in 3 advised savers over 55 feel in control of their finances

    Only one third (33%) of savers over the age of 55 who have taken financial advice feel ‘calm and in control’ of their finances, according to a new report.

  • Half of wealthy investors lost faith in UK says report

    Nearly half (47%) of wealthy individuals have lost faith in the UK as a place to invest, according to a new report.

  • 95% say financial advice helps them hit financial goals

    Over nine in 10 (95%) consumers receiving ongoing financial advice say it helps them reach and stay on track with their goals, according to new research from wealth manager St James’s Place.

  • The £440,000 cost of delaying Financial Planning decisions

    Nearly four in five Britons (38%) put off financial tasks and potentially miss out on £440,000 in returns by failing to invest, according to a new survey of more than 2,000 UK adults including HNW individuals.

  • 4 in 5 advisers expect business growth this year

    Over four in five (84%) of financial advisers are prioritising business growth over the next year, according to a new report.

  • Congratulations to our Survey Prize Draw winners

    Many congratulations to the winners of our 2025 Financial Planning Today Reader Survey Prize Draw.

  • Planners with £1m+ client portfolios up 75%

    The number of Financial Planners saying they serve clients with portfolios of more than £1m rose by 75% in the last year, according to Financial Planning Today's annual survey of the profession.

  • More planners back in the office but remote working widespread

    Two-thirds of Financial Planners (65%) are now working at least part of the week remotely but a growing number have also returned mostly to office working compared to last year, according to Financial Planning Today's annual survey of the profession.

  • 1 in 2 advisers to use Targeted Support to boost growth

    Half (48%) of financial advisers expect the more relaxed regulatory framework brought about by Targeted Support to be an opportunity to attract new clients in the next 18 months, according to a new report.

  • Men’s pension pots more than double women’s - report

    Men have double the pension savings of women, with an average pension pot of £92,000 compared to £39,000 for women.

  • Chartered adviser warns govt against cutting cash ISAs

    Chartered financial adviser The Private Office has warned the Government against cutting the Cash ISA allowance, saying that doing so will fail to drive more risk-based investing.

  • 7 in 10 advisers concerned over future for small firms

    More than 7 in 10 financial advisers (71%) believe it is getting harder for smaller independent financial advice firms to survive, according to a new survey.

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