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  • 3 in 10 expect to work beyond State Pension Age 

    Andrew Tully of Canada Life

  • Over-50s' pension dreams damaged by pandemic

    Pension worries for over-50s

  • Pandemic will accelerate Financial Planning demand

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

  • Financial Planners positive about the future

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

  • Over half clients feeling bullish - Schroders

    Alex Funk, CIO of Schroders Investment Solutions

  • Planners expect remote working to continue

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

  • Third of inheritances used to fund retirement planning

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

  • Planners quadruple client financial wellbeing

    Steven Cameron, pensions director at Aegon

  • Over 20m targeted by scammers

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

  • 45-54 year-olds struggling post pandemic

    Many women are struggling with their finances post pandemic

  • 4 in 5 Planners go beyond money matters

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

  • Planners say client long-term needs are changing

    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

  • Personal skills most important for trainee Planners

    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.

  • Part-timers slipping behind with retirement saving

    Fidelity International's website

  • Increasing regulatory cost biggest hurdle for Planners

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

  • 8 in 10 clueless about spouse’s pensions

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

  • UK tops 10-nation poll for Financial Planner usage

    Savings for retirement is key for UK well off clients

  • Only 4 in 10 plan to invest excess pandemic cash

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

  • Fear of losses holding back potential investors

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

  • Half of clients wish they had taken financial advice earlier

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

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