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  • The research was conducted on behalf of Charles Stanley

    1 in 3 advised clients expect out of hours contact

  • Many people are happy with a moderate retirement income

    ‘Ideal’ retirement income is £22,500 a year 

  • Hargreaves Lansdown's Bristol HQ

    Third of savers concerned over pension rule changes

  • Danni Hewson financial analyst at AJ Bell

    2 in 3 women have no financial role model

  • Calum Brewster, CEO of Brown Shipley

    Lockdown habits boost 1 in 2 wealthy Britons

  • Barriers to technology adoption by Financial Planners according to NextWealth

    Planners lack tech skills says NextWealth

  • 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

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

    Entrepreneurs choosing property over pensions

  • The research was carried out for Oxford Risk

    Planners' wealth transfer headache - report

  • Among female advisers confidence was 75% in comparison to 53% of male advisers.

    Adviser confidence drops despite rising client satisfaction

  • 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

  • Gunner & Co surveyed 106 Financial Planning firm owners in February

    6 in 10 Financial Planning bosses looking to exit

  • Many women struggle to save for retirement

    1 in 4 women have no pension pot

  • Many consumers are worried about the prospects for their savings

    Savers’ confidence crashes below 2008 levels

  • The research was carried out on behalf of M&G Wealth

    Third of families share financial adviser

  • FE fundinfo surveyed 200 UK-based financial advisers in November and December.

    7 in 10 advice firms have increased tech spend

  • Royal London surveyed 200 financial advisers in April

    1 in 5 advisers unprepared for Consumer Duty

  • 39% of Brits think the Coronavirus pandemic has had a negative impact on their household finances

    Britons’ 'wealth score' falls 8% in first quarter

  • Opinium surveyed 2,000 UK adults on behalf of Hargreaves Lansdown.

    Only half of Britons would consider taking advice

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