Five things clients will call you about this week

FIVE THINGS

clock

Welcome to our weekly heads-up on articles your clients may have read in the national newspapers over the weekend...

Advice gap Researchers at Hull and Bournemouth universities have discovered that elderly people are finding it increasingly difficult to source financial advice in the wake of the Retail Distribution Review, according to the Independent. Declining pension and investment returns, along with the rising cost of living is having a particular effect on asset-rich but cash poor pensioners, many of whom are turning to non-finance professionals for monetary advice. Read the story here QE Investors are being encouraged to consider disposing of their gilt holdings in the wake of the news th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

AI's energy demands pose responsible investing challenge

AI's energy demands pose responsible investing challenge

Advisers must rethink sustainable investment strategies to balance returns and ESG goals

Sahar Nazir
clock 07 March 2025 • 2 min read
More female advisers 'key to closing gender advice gap'

More female advisers 'key to closing gender advice gap'

'We are still a long way from gender equality in financial services’

Isabel Baxter
clock 07 March 2025 • 2 min read
PA Asks: Has the FCA got its one-year email deletion policy right?

PA Asks: Has the FCA got its one-year email deletion policy right?

This week’s poll also looks at HNWI UK exodous and the IHT gifting regime

Professional Adviser
clock 07 March 2025 • 1 min read