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MPAA damaging plans for pandemic retirees - report

The Money Purchase Annual Allowance (MPAA) poses hidden risk to over 55s who have accessed their pension early due to the Coronavirus pandemic, according to a new report.

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4 in 5 Planners go beyond money matters

4 in 5 (78%) of Financial Planners go beyond dealing with pure financial matters with their retirement clients to provide advice on life after work.

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Planners quadruple client financial wellbeing

Consumers with a Financial Planner are four times more likely than those without to have high levels of financial wellbeing, according to a new report.

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Half Financial Planners only consider ESG on request

Over half (52%) of Financial Planners only consider ESG criteria for retirement portfolios when requested by the client, according to new research.

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