Surveys & research

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High net worth individuals positive about future of UK economy, but anxious about their own wealth

High net worth individuals positive about future of UK economy, but anxious about their own wealth

High-net-worth-individuals (HNWIs) in the UK have a positive outlook for the prospects of the economy but are less confident when it comes to their own money – with almost two-thirds saying they feel ‘anxious’ about their wealth, according to the inaugural Saltus Wealth Index. 

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Foresight research finds 80 per cent of IFAs see ESG considerations as ‘important’ when building portfolios for their clients

Foresight research finds 80 per cent of IFAs see ESG considerations as ‘important’ when building portfolios for their clients

Over 80 per cent of IFAs have a very positive view of the importance of ESG in portfolio construction, according to a new study by Foresight Group LLP, an independent infrastructure and private equity investment manager. 

Retirement study

PLSA’s retirement living standards survey reveals changes since lockdown living

PLSA’s retirement living standards survey reveals changes since lockdown living

More money for eating out, a higher personal grooming budget and the inclusion of a Netflix subscription are among the changes to the Pensions and Lifetime Savings Association’s Retirement Living Standards in the first update of the rules of thumb for retirement spending since they were established two years ago.

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Capital Group research reveals UK investors derailed from financial plans by Covid

Capital Group research reveals UK investors derailed from financial plans by Covid

Some 1.3 million UK investors believe either that they are not on track with their financial plans or have been completely thrown off course due to the COVID-19 pandemic, suggests a new study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of GBP2.6 trillion. 

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Average age of windfall inheritance is 47, research reveals

Average age of windfall inheritance is 47, research reveals

New research from equity release adviser Key, finds more than 11.6 million people in the UK have received an inheritance in the past 10 years with the average age at which people receive this windfall sitting at 47 years old.  Its study found more than one in five (22 per cent) adults have received money as an inheritance rising to nearly one in three (29 per cent) among those aged between 65 and 74.  

Wealth survey

Global wealth manager survey from bfinance finds significant changes

Global wealth manager survey from bfinance finds significant changes

A new survey from independent investment consultancy, bfinance, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating too as they fight to maintain market share and profitability in an era of fee compression and new tech-based competition, the firm says.