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Displaying items by tag: retirement planning

Wednesday, 15 June 2022 13:12

1 in 10 Planners see clients postpone retirement

Over one in ten (12%) of financial Planners have seen clients postpone retirement due to the cost of living crisis.

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Clients are increasingly including the cost of care in their discussions with their adviser, allocating around £60,000 per year for later life care, according to Financial Planners.

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Four in ten (43%) financial advisers consider sustainable investments when building retirement portfolios, according to new research.

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Wednesday, 04 May 2022 10:17

Thousands risk pension poverty after divorce

One in five (19%) of divorcees will be significantly financially worse off in retirement because of a divorce, according to a new report.

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Thursday, 28 April 2022 10:24

3 in 4 have done no planning for retirement

Three quarters (73%) of UK adults have done little or no planning for their retirement finances, according to a new report.

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Almost three quarters (72%) of UK adults have never completed an expression of wish form for their pension.

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Monday, 28 March 2022 10:15

Entrepreneurs choosing property over pensions

Entrepreneurs are more likely to choose to invest in property rather than a pension, according to new research.

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Thursday, 24 March 2022 09:26

Spring Statement ignores the elderly – Altmann

The Spring Statement ignores the needs of the elderly and will lead to a rise in pensioner poverty, according to Baroness Ros Altmann.

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Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.

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Despite almost half (48%) of retirees worried about running out of money in retirement, three quarters (78%) have not sought professional financial advice, according to new research.

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