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.


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.


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.


Phased retirement trend has 'reversed' since pandemic

There has been a surprise decline in the number of advised clients ‘phasing’ retirement since the pandemic.

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