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  • Fairstone CEO Lee Hartley said that the latest survey painted a changing landscape for the future of Financial Planning.

    Half of clients wish they had taken financial advice earlier

  • Financial Planners need 4 key skills to be effective

    Global survey ranks 4 key skills for Planners

  • Caroline Rainbird

    Nearly 1 in 5 retirees hit by a scam - FSCS 

  • Almost three in five (59%) told Key they have felt the impact of the pandemic on their retirement plans.

    Quarter of 2021 retirees quitting jobs earlier than planned

  • London was the region where recognition of the value of advice had increased the most

    Quarter of 18-35s value Planners more post-pandemic

  • Sarah Lord, President of the PFS

    Recruitment moves higher on Planners' agendas

  • Money worries are growing for some

    Consumers saving less due to increase in outgoings 

  • The research was carried out on behalf of Aviva

    8 in 10 Gen X concerned about retirement affordability

  • Neil Woodford

    8 in 10 Woodford investors suffered negative impact

  • Neil Woodford was seen as a star investment manager before the collapse of his Woodford Equity Income fund.

    3 in 4 advisers changed processes post-Woodford

  • Sarah Lord, president of the PFS

    Planners split on role of diversity programmes

  • Steven Cameron, pensions director at Aegon

    Low interest rates prompting investment surge

  • Over-50s show a preference for human advice

    8 in 10 over-50s shun robo-advice

  • Sapio surveyed 1,001 investors and savers with a financial adviser in September on behalf of abrdn.

    Pandemic changes long-term attitudes to remote advice

  • Visible Capital said the survey shows there are “clear opportunities” for Financial Planners who can offer inheritance tax planning services.

    7 in 10 over 50s fail to take IHT advice

  • Nick Britton, head of intermediary communications at the Association of Investment Companies

    3 in 4 advisers offer ESG investments

  • The research was conducted for Aegon UK

    3 in 4 advisers avoid complex investments

  • Foresight Group's website

    Lack of client familiarity key barrier to ESG

  • London's HSBC building

    Regular Financial Planning linked to improved health

  • The research comes from savings, investments and pensions provider Aviva

    Pandemic impacts over half retirement plans

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