How much has covid forced financial plans to change?
27% of advisers said clients have reduced how much they save and spend each month
27% of advisers said clients have reduced how much they save and spend each month
Four million people could be missing out on free support ahead of retirement
The ‘new normal’ has posed a number of challenges when educating the next generation
So-called ‘swallows’ face restrictions on how many days they can be at their property
It will give them a ‘more realistic understanding’ of their clients’ financial situation
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
In a bid to help older clients, who are more likely to face long-term unemployment due to pandemic
Aim is to ‘ensure people can better navigate financial services to invest for the future’
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
Following International Adviser investigation into discrimination against some clients
Different legal systems around the world will impose own rules on how estate can be distributed on death
It will ‘address a national need to repopulate the wealth advice sector’