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  • Over a third (37%) of ‘Boomers’ have used a financial adviser at some point in their lives.

    IHT planning and pensions driving ‘Boomer’ advice demand

  • Baroness Ros Altmann

    Spring Statement ignores the elderly – Altmann

  • The Equity Release Council is the industry body for equity release lenders and advisers

    Equity release clients win right to make penalty-free repayments

  • The research was commissioned by wealth manager and Chartered Financial Planner Brown Shipley.

    Entrepreneurs choosing property over pensions

  • Steven Cameron, pensions director at Aegon

    6 in 10 advisers report clients updating trusts

  • Less than three in ten (28%) of 2022 retirees surveyed had taken financial advice

    2 in 3 retirees in 2022 plan flexible retirement

  • The Office for National Statistics released its latest data on workplace and personal pensions this morning

    Workers failing to save enough for retirement say Planners

  • Among those aged 55 and over surveyed by Canada Life, 71% had not completed an expression of wish form.

    72% of Britons risk pension beneficiary delays

  • The LV+ Wealth and Wellbeing monitor is a quarterly survey of over 4,000 UK adults.

    Third are saving less to meet rising living costs

  • The Equity Release Council website

    Record numbers turn to equity release in Q1

  • Boxclever conducted research among 4,896 UK adults in July and August on behalf of Standard Life

    73% have little or no plan for later retirement years

  • Alistair McQueen, head of savings & retirement at Aviva

    Thousands risk pension poverty after divorce

  • Equity release funds currently account for one in every £90 spent by retirees

    Equity release set to hit £4bn in 2022

  • The PFS surveyed 723 Financial Planners and insurance professionals in June via social media.

    1 in 10 Planners see clients postpone retirement

  • Hargreaves Lansdown's Bristol HQ

    Annuity rates hit eight-year high

  • The Office for National Statistics released its latest private pension wealth report on Friday

    Tenth of UK savers hold 64% of pension wealth

  • Steve Webb, former pensions minister and partner at LCP

    LCP launches State Pension boost tool

  • The Saltus Wealth Index surveyed over 1,000 UK savers with investable assets over £250,000 between 28 February and 15 March.

    HNW savers underestimate pension funding by £300,000

  • One in ten UK adults had paused or reduced their pension contributions in March

    1 in 10 have reduced pension contributions

  • The percentage of those relying on an inheritance peaked in the years before retirement

    2 in 5 banking on inheritance to fund retirement

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