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Over-45s keeping advisers in dark over vulnerability

Only 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.

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Fewer than 1 in 10 clients involve children in equity release

Only 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.

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Editor’s Column: Vaccinating against pension poverty

 

There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement.

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Just 14% of retirees taking regulated advice

Only 14% of retirees over 55 took regulated advice and 4% took Pension Wise guidance before giving up work, according to a new report.

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