4 in 10 enter decumulation without advice
- Tuesday, 19 July 2022
- Articles
Four in ten decumulation products bought in 2021 were purchased without professional advice, according to product sales data from the Financial Conduct Authority.
Read more...Over-45s keeping advisers in dark over vulnerability
- Wednesday, 19 January 2022
- Articles
Only 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.
Read more...Fewer than 1 in 10 clients involve children in equity release
- Friday, 07 January 2022
- Articles
Only 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.
Read more...Editor’s Column: Vaccinating against pension poverty
- Friday, 20 August 2021
- Comment
There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement.
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