Retirement
75% of advisers concerned about inflation when considering retirement income for clients
While 61% highlighted the challenge of changing regulation
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
FCA bans adviser in regard to DB pensions transfers
He had advised 422 customers, 183 were BSPS members
Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
40% of DC savers don’t know if their pensions are invested responsibly
With 63% saying they would feel more engaged if their pensions were