News
Why Growing Risk Awareness Among Over-50s Creates a Major Marketing Opportunity for Financial Planning Firms
Most Over-50s Are Factoring Risk Into Pension Decisions – What This Means for Your Financial Planning Firm
New analysis of the latest FTAdviser report highlights a striking trend amongst over-50s in the UK: risk appetite is now a central factor in their retirement decision-making. For financial planners, this shift presents both a challenge and a major opportunity to strengthen advice propositions, deepen relationships, and demonstrate clear value in an increasingly complex landscape.
UK retirement confidence slump presents a strategic opening for advisers ready to lead with education and trust
UK Retirement Confidence Falls to Record Low: Strategic Response Framework for Financial Advisers
The third annual UK Retirement Confidence Index from Nucleus Financial reveals a stark reality: only 26% of UK adults believe they will have enough money to live comfortably in retirement. The overall national confidence score has fallen to 4.2 out of 10, down from 4.6 in 2024 and 6.9 in 2023. For financial advisers seeking sustainable growth, this collapse in confidence represents a significant strategic opportunity—but only if approached with regulatory awareness, sophisticated positioning, and genuine consumer-focused communications.