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  • 'Coaching clients is best part of the job' say Planners

    Sarah Lord, PFS President
  • 1 in 10 over 60s underestimating care costs

    Over 1.8m over 60s are currently caring for a family member, according to the research from Canada Life.
  • 6 in 10 advisers expect Financial Planning demand to grow

    Jackie Boylan, head of Fidelity Adviser Solutions
  • Young clients let down by advisers over ESG – report

    6 in 10 investors under the age of 35 said they would invest more if their wealth manager thought more about their ESG preferences
  • Half UK savers expect to empty emergency savings

    Charles Stanley surveyed 2,086 UK adults between 9 June and 13 June
  • Inflation hits retirement plans of 3 in 4 over 55s

    Schroders Personal Wealth surveyed 1,000 UK adults on the impact of inflation
  • Client priorities shift amid cost-of-living crisis

    Steven Cameron, pensions director at Aegon
  • Number of over 65s in work rises 13%

    Over 65s were also more worried about money in retirement than they were in 2016.
  • FCA to assess financial resilience of firms

    FCA logo
  • Two thirds of savers cutting back

    There are currently 1.9m households with no money left to save at the end of the month, an increase of 330,000 since 2020.
  • Planners holding back on recruitment amid turmoil

    The PFS and NextWealth surveyed advisers in July and August
  • 79% of consumers want Chartered Planner advice

    Many consumers do not take advice until they are over 40
  • Winners of Financial Planning Today’s Survey draw

    FP Today survey
  • Planner confidence hit as cost of living crisis bites

    We asked readers who they felt about the Financial Planning and Paraplanning professions over the next 12 months
  • Only 1 in 4 Planners consider PFS performing well

    We asked readers who they felt the PFS is promoting the Financial  Planning profession
  • 2 in 3 back State Pension Triple Lock

    Tom Selby, head of retirement policy at AJ Bell
  • 1 in 5 younger women failing to save for retirement

    Scottish Widows’ Women and Retirement 2022 report surveyed 5,025 UK adults between 8 March and 15 March 2022.
  • 3 in 4 advisers fail to evidence Financial Planning value

    How advisers evidence value. Source: NextWealth
  • Planners aim to adapt models to attract younger clients

    Client sectors seen as important for new business included business owners, specialist sectors (such as doctors or armed forces), young families and the families of existing clients.
  • 2 in 3 clients worried about investment volatility

    Canada Life surveyed 159 financial advisers during roadshow evets in September and October.
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