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  • A CAF survey of 500 high-net-worth individuals found that a third consider themselves to be philanthropists

    Planners need to improve philanthropy knowledge

  • SimplyBiz surveyed its financial advisers at the end of 2023.

    2 in 3 SimplyBiz advisers confident about 2024

  • FCA logo

    FCA to survey 25,000 regulated firms

  • Steven Cameron, pensions director at Aegon UK

    Economic woes are changing retirement behaviours

  • Half (45%) of advisers said clients had expressed desires to travel or live overseas.

    2 in 3 advisers say clients fear outliving their pensions

  • Men had an average older money age than women

    Northerners more financially savvy – report

  • Almost 1 in 10 (7%) said it has been difficult to manage their pension

    1 in 5 access pensions without understanding rules

  • Of the 2,000 savers surveyed by OnePoll on behalf of Wesleyan, 42% already had money in an ISA.

    4 in 5 savers unaware of upcoming ISA rule changes

  • Pure Profile surveyed 200 UK wealth managers, financial advisers and discretionary fund managers on behalf of Time Investments in September.

    9 in 10 clients turn to infrastructure investments

  • Boxclever surveyed 6,350 UK adults on behalf of Standard Life between 26 July and 9 August 2023.

    More than 4 in 10 retirees regret failing to take advice

  • International investments were also more appealing to younger investors

    Younger investors becoming 'Generation Trader'

  • The Equity Release Council's website

    3 in 5 looking to property to fund retirement

  • The FCA has reminded firms many times that the Consumer Duty is not a tick box “once and done” exercise

    1 in 12 advisers to miss Consumer Duty report deadline

  • Phoenix Group surveyed 3,014 UK adults in February,

    8 in 10 savers support pensions overhaul

  • Many people fail to understand the pensions Triple Lock and are daunted by pensions

    2 in 3 over-40s ‘in the dark’ about Triple Lock

  • Many investors are concerned about later life planning

    1 in 2 investors worry about later life Financial Planning

  • Schroders Adviser Survey

    45% of advisers consider new advice/guidance propositions

  • Ross Liston, CEO of M&G Wealth Advice

    Advisers need to focus on ‘soft’ skills says report

  • Over half of Britons say that a political party’s commitment to maintaining the Triple Lock would influence their voting at the next general election

    Savers fear waning state support for retirement

  • The wealthier the new client, the more protracted the onboarding process

    3 month delays in onboarding with wealth managers

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