Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
Retirement
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All I want for Easter is the findings of the FCA’s thematic review
BNY Mellon’s Richard Parkin sets out his wishes for some clear guidance from the regulator
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Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds
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Advisers say economic climate prompting clients to change retirement plans
Researchers gathered responses from 200 financial advisers
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The Lang Cat: Advised platforms suffer record outflows in 2023
Outflows increased by 36.3% compared to 2022
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35% of employees worried they won’t be able to afford to retire
With the pandemic fueling greater insecurity
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Advisers responsible for closing advice gap, survey reveals
With the perception gap between the advised and non-advised posing the biggest problem
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Is Portugal still an attractive place for UK retirees?
As the uncertainty of NHR surviving grows
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25% of Brits would not take financial advice even if it was free
As nearly half of UK adults have not seen an IFA
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Nearly 50% of Brits retired without reviewing their finances, survey reveals
With only 1-in-10 consulting an IFA
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75% of advisers concerned about inflation when considering retirement income for clients
While 61% highlighted the challenge of changing regulation
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91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents