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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Sharp fall in firms offering DB transfer advice

The proportion of adviser firms offering defined benefit transfer advice dropped by nearly half to 22% in the last year, according to new research.

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Sharp decline in clients looking to pass on wealth

Smaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.

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