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Displaying items by tag: Financial advice

Wednesday, 18 November 2020 08:42

3 in 4 reject paying for financial advice

Nearly three-quarters (72%) of people surveyed say they would not pay for financial advice, according to new research.

Published in Articles

Nearly half of financial advisers have reported losing a female client after their partner has died, according to a report by platform and SIPP provider Fidelity.

Published in Articles
One in three pension schemes have appointed - or are considering appointing - an IFA to give advice to members, according to data from pensions admins administrator XPS Pensions.
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The Association of British Insurers has warned that “alarming” numbers of pension savers are entering retirement and using pensions drawdown without taking any financial advice.

Published in Articles
Research for IFA network Openwork has revealed growing untapped demand for financial advice.
Published in Articles
Retirees using the Pensions Freedoms are demanding more flexibility on income withdrawal and driving demand for financial advice.
Published in Articles
Some 32% of pension savers using drawdown to fund retirement have no investment experience and two in five (41%) of these drawdown beginners have received no financial advice or guidance, according to new research.
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In the run-up to pension freedoms people seemed to be speaking about pensions in a different way. There was new excitement over the removal of the need to buy an annuity (even though this had been the case for some time already).
Published in Comment and Blogs
Many years ago (as some of the best stories begin) when I was working for Winterthur Life, I undertook a series of talks around the UK.
Published in Comment and Blogs
Platform and Sipp operator AJ Bell is warning that the distinction between financial advice and other information or guidance services has become blurred and this is having two dangerous consequences.
Published in Articles
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