Since lockdown started to bite nine months ago there has been a revolution in technology for Financial Planners with most compelled to invest in new technology.

Nine in ten Financial Planners are now using some form of video communication technology, in comparison to less than 46% a year ago who expected to use it more in the future, according to our Financial Planning Profession Survey.

Almost 9 in 10 Financial Planners expect to continue to provide some form of remote advice option as video conferencing has not prevented Financial Planners from gaining new clients, according to a new report.

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.