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IFAs complain Consumer Duty has made it harder to advise clients

 

Six months after it was implemented, over two fifths (45%) of IFAs believe the Consumer Duty has made it harder to advise clients.

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76% of IFAs plan to retire in the next 10 years

Three quarters of IFAs plan to retire in the next decade - 31% in the next two to five years - raising concerns there could be insufficient adviser numbers in the future.

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Surge in IFAs ranking ESG as ‘important’ for clients

More than 80% of IFAs rank ESG considerations as important for client portfolios compared to 65% this time last year, according to a new study.

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'Fundamental' shift in clients' financial plans - IFA survey

 

Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.

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