4 in 10 new planners from graduate background

Four out of 10 Financial Planners enter the profession after graduate-level education, according to research by the Personal Finance Society and the Chartered Insurance Institute.

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1 in 7 expect to increase pension contributions

The scaling back of lockdown restrictions is boosting consumer personal finance confidence with one in seven expecting to increase pension contributions in the next year.

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Women less likely to have a financial plan

A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.

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Nicola Watts: The irreplaceable quality Financial Planners offer

What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that's the quality that all of our clients seek.  

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