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  • Nearly 5m able to pay for financial advice avoid advisers

    Too many people avoid seeing a Financial Planner - despite the benefits
  • Financial Planning ‘reality gap’ for HNW savers

    Sanlam website
  • 75% of adults want face-to-face financial advice

    Most people prefer face-to-face advice
  • 56% of workers 'concerned' about retirement savings

    PLSA logo
  • 1 in 5 in the dark about their pensions

    ABI website
  • Financial services sector set to slump - CBI survey

    CBI's Rain Newton-Smith
  • Financial advice clients and turnover up in 2019

    Client growth was strong for adviser firms in 2019
  • Male and female pension savers 'different' during virus

    Aegon's head of pensions Kate Smith
  • Wealthy investors stick to stocks despite Coronavirus

    UBS logo
  • Trust in UK financial services ‘low’ - global survey

    CFA Trust Report
  • Virus-worried Britons plan to see financial adviser for first time

    More people plan to see an adviser
  • 7 in 10 see share price falls as investment opportunity

    Many see stock market falls as an opportunity
  • 69% of advisers to review investment strategy 

    Capital preservation is now key for many investors
  • 63% of Millennials interested in financial advice

    Rachael Griffin of Quilter
  • 31% of over 65s worried about retirement income

    Money concerns encourage many to work beyond 65
  • 1 in 4 ‘paused’ firms to resume trading soon

    Coronavirus has forced many firms to 'pause'
  • Planners 'increase client risk tolerance and reduce anxiety'

    Dynamic Planner website
  • 2 in 3 advisers expect rapid recovery post-virus

    Advisers expect a rapid pick up once the Coronavirus has subsided
  • Planners call for ‘value of advice’ campaign

    Openwork website
  • Financial Planners to stick with remote working

    Remote working to become more common

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