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  • Most ethnic financial services staff experience discrimination

    Half of those who had experienced discrimination felt colleagues treated them differently for speaking up
  • 3 in 4 Planners report client numbers growing

    Dynamic Planner surveyed advisers and paraplanners in June and July
  • Cost of living crisis driving over 50s back to work

    The Office for National Statistics released its latest data this morning
  • 1 in 5 advisers to revamp investment propositions

    AJ Bell surveyed 251 financial advisers and paraplanners between 5 and 12 December.
  • 42% struggling financially but signs of easing

    Many people are worried about their finances but there is some sign of easing
  • Nearly 3 in 10 advisers changed platform in past year

    Defaqto website
  • Financial advisers optimistic about 2023

    SimplyBiz website
  • 9 in 10 advisers ‘optimistic’ about business this year

    Financial advisers are optimistic about business this year
  • Advised clients better prepared for later life

    Chris Hudson, retail advised managing director at Standard Life
  • 2 in 3 advisers see reassurance as main role

    Royal London and Opinium surveyed 218 financial advisers and 4,000 UK adults between 27 February and 6 March.
  • 3.1m more would consider taking financial advice - survey

    The lang cat and YouGov surveyed 2,035 British adults online between 13 and 14 February.
  • UK investors turning away from ESG

    Charles Schwab surveyed 1,000 investors in December
  • Nearly 1 in 2 women say they fear pension poverty

    Many women are worried about their pensions running out during retirement
  • Only 1 in 3 advisers develop relationship with next generation

    HSBC's London HQ
  • Paraplanners wary about use of AI

    Scottish Widows Paraplanner homepage
  • 1.5m Britons plan never to retire as costs soar

    Many people are struggling to keep retirement plans on track
  • Fears grow over finances of vulnerable relatives

    Many older and vulnerable people are at risk of making poor financial decisions
  • 8 in 10 clients prefer human to robot advice

    Younger clients were more likely to want to use social media to talk to their adviser
  • Economic headwinds buffet Planner confidence

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

    FPSB chief executive Dante De Gori, CFP
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