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  • M&G Wealth conducted a poll of over 200 advisers during a webinar on 5 May.

    3 in 4 advisers concerned about Consumer Duty rules

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

    Third of clients expect Planner to be ESG expert

  • The PLSA surveyed 91 pension scheme members between 20 April and 16 May in advance of their Annual Investment Conference this week.

    3 in 4 pension schemes have net zero plans

  • Opinium Research surveyed 1,008 UK adults that hold investment products on behalf of Janus Henderson Investment Trusts in January.

    Women start investing 3 years earlier than men

  • Saltus' website

    9 in 10 older HNW clients concerned over inflation

  • Quilter Financial Planning’s behavioural consultancy surveyed 120 Paraplanners.

    Male Paraplanners 4x more likely to seek adviser careers

  • Abrdn surveyed 424 financial advisers on Consumer Duty in May

    Half of advisers look to platforms for Consumer Duty support

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

    1 in 10 have reduced pension contributions

  • Embark surveyed 332 Paraplanners on behalf of Embark in May.

    Paraplanners feel increasingly valued

  • M&G Wealth surveyed 201 financial advisers in February

    Planners expect rise in wealth transfer advice

  • Quilter's website

    Only 1 in 10 clients dedicated to ESG investing

  • The report from AKG said inflation is putting gains from pension freedoms at risk

    Inflation worries put pension attitudes at risk

  • 50% said they know they should be saving more

    Two in five cut back on saving

  • Foster Denovo's website

    8 in 10 clients initiated ESG conversation with adviser

  • Single or ad-hoc pension payments, or initial payments of regular pension income, are normally taxed on the ‘emergency month one basis’.

    Advisers urge removal of ‘emergency’ drawdown tax

  • Younger women investors can be vulnerable

    1 in 3 investors potentially vulnerable - report

  • Family influence is important in retirement planning

    2 in 3 share retirement planning goals with family

  • Advisers were concerned about clients risking HMRC fines by failing to register trusts with the Trust Registration Service before 1 September

    2 in 3 advisers fear trust clients may risk HMRC fines

  • CISI HQ

    Most financial professionals 'uncomfortable' about banter

  • The most common cryptocurrencies that clients who had lost money had invested in were Bitcoin (93%), Ethereum (32%) and Dogecoin (17%).

    Just 1 in 10 advisers would consider crypto investing

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