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  • Gemma Harle

    Planners expect business and client growth – survey

  • Andrew Tully of Canada Life

    3 in 10 expect to work beyond State Pension Age 

  • Pension worries for over-50s

    Over-50s' pension dreams damaged by pandemic

  • More than half (55%) of financial advisers told FundsNetwork, Fidelity International’s adviser platform, that they expect demand for Financial Planning to accelerate

    Pandemic will accelerate Financial Planning demand

  • 112 respondents took part in Financial Planning Today’s 2021 online survey during June 2021.

    Financial Planners positive about the future

  • Alex Funk, CIO of Schroders Investment Solutions

    Over half clients feeling bullish - Schroders

  • Only one in five said they expect remote working to form less than 25% of their average working day over the next 12 months.

    Planners expect remote working to continue

  • Less than half (45%) of those surveyed by Fidelity International for the report had taken some form of investment advice

    Third of inheritances used to fund retirement planning

  • Steven Cameron, pensions director at Aegon

    Planners quadruple client financial wellbeing

  • Almost 4 in 10 of those surveyed by The Openwork Partnership said they have seen a rise in financial scam attempts

    Over 20m targeted by scammers

  • Many women are struggling with their finances post pandemic

    45-54 year-olds struggling post pandemic

  • Aegon and Next Wealth conducted the research with 212 Financial Planners in December 2020.

    4 in 5 Planners go beyond money matters

  • Most Financial Planners surveyed for the report by Canada Life said they are one step ahead of their clients all or most of the time

    Planners say client long-term needs are changing

  • Sarah Lord, president of the Personal Finance Society said the combination of strong technical knowledge and great personal skills are a powerful combination when working with clients.

    Personal skills most important for trainee Planners

  • Fidelity International's website

    Part-timers slipping behind with retirement saving

  • 112 respondents took part in Financial Planning Today’s 2021 online survey during June 2021

    Increasing regulatory cost biggest hurdle for Planners

  • Clive Bolton, managing director of savings and retirement at LV=

    8 in 10 clueless about spouse’s pensions

  • Savings for retirement is key for UK well off clients

    UK tops 10-nation poll for Financial Planner usage

  • Men were more likely to have excess cash and more likely to invest it

    Only 4 in 10 plan to invest excess pandemic cash

  • TISA has called for current financial regulations to be amended to allow a wider range of online tools from providers

    Fear of losses holding back potential investors

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