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  • Sarah Lord, PFS President

    'Coaching clients is best part of the job' say Planners

  • Over 1.8m over 60s are currently caring for a family member, according to the research from Canada Life.

    1 in 10 over 60s underestimating care costs

  • Jackie Boylan, head of Fidelity Adviser Solutions

    6 in 10 advisers expect Financial Planning demand to grow

  • 6 in 10 investors under the age of 35 said they would invest more if their wealth manager thought more about their ESG preferences

    Young clients let down by advisers over ESG – report

  • Charles Stanley surveyed 2,086 UK adults between 9 June and 13 June

    Half UK savers expect to empty emergency savings

  • Schroders Personal Wealth surveyed 1,000 UK adults on the impact of inflation

    Inflation hits retirement plans of 3 in 4 over 55s

  • Steven Cameron, pensions director at Aegon

    Client priorities shift amid cost-of-living crisis

  • Over 65s were also more worried about money in retirement than they were in 2016.

    Number of over 65s in work rises 13%

  • FCA logo

    FCA to assess financial resilience of firms

  • There are currently 1.9m households with no money left to save at the end of the month, an increase of 330,000 since 2020.

    Two thirds of savers cutting back

  • The PFS and NextWealth surveyed advisers in July and August

    Planners holding back on recruitment amid turmoil

  • Many consumers do not take advice until they are over 40

    79% of consumers want Chartered Planner advice

  • FP Today survey

    Winners of Financial Planning Today’s Survey draw

  • We asked readers who they felt about the Financial Planning and Paraplanning professions over the next 12 months

    Planner confidence hit as cost of living crisis bites

  • We asked readers who they felt the PFS is promoting the Financial Planning profession

    Only 1 in 4 Planners consider PFS performing well

  • Tom Selby, head of retirement policy at AJ Bell

    2 in 3 back State Pension Triple Lock

  • Scottish Widows’ Women and Retirement 2022 report surveyed 5,025 UK adults between 8 March and 15 March 2022.

    1 in 5 younger women failing to save for retirement

  • How advisers evidence value. Source: NextWealth

    3 in 4 advisers fail to evidence Financial Planning value

  • Client sectors seen as important for new business included business owners, specialist sectors (such as doctors or armed forces), young families and the families of existing clients.

    Planners aim to adapt models to attract younger clients

  • Canada Life surveyed 159 financial advisers during roadshow evets in September and October.

    2 in 3 clients worried about investment volatility

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