Related topic: Savings & Investments

Cost is the most common reason for not seeking advice, cited by 28% of respondents.

Wellbeing declined sharply when housing costs exceeded 40% of household income or unsecured debt rose above £5,000.

63% report that clients are independently using AI tools in relation to their financial advice.

Most now favour giving money to family while alive, rather than leaving it in a will.

The surge highlights strong demand from potential first-time buyers for the existing product.

The new product will replace the Lifetime ISA.

It supports clients, in conjunction with a financial adviser, to deliver investment management tailored to a client's life after divorce.

The FCA found Sapia did not put enough safeguards in place to protect client money.

7% of Baby Boomers have shifted assets into lower risk accounts amid economic and market pressures.

Affluent women have a goal to grow their wealth by 22% in 2026 – outdoing the target of high earning men.