Displaying items by tag: clients

The FCA wants more vulnerable customers to seek help as it emerged that just four in 10 vulnerable clients have disclosed their vulnerability to the regulated firms they deal with, it said this week.

Adviser platform Transact has added the ability to open existing clients’ pension wrappers, such as personal pensions and SIPPs, online.

New research suggests that 43% of advised clients expect to work past standard retirement age and 29% are actively considering retiring overseas.

Hargreaves Lansdown has reported an 8,000 rise in client numbers to 1.812m in the latest quarter thanks - in part - to a rise in SIPP customers, according to a trading update issued today.

Integrafin, parent company of adviser platform Transact, has reported advised client numbers climbed to a record 229,000 in the three months to the end of June.

Vanguard has reached a milestone of 500,000 clients - including SIPP customers - on its UK Personal Investor (UKPI) platform just under six years after it was launched.

A comprehensive family wealth plan, including pensions and gifting, is also an efficient and productive way to get in front of the clients of the future, according to a leading Financial Planner.

Hargreaves Lansdown has seen the average age of clients drop from 45 to 37 in what it believes is a significant shift in its client demographics, it revealed today in its half yearly results.

As the UK moves into the 7th week of lockdown and the world has changed beyond all recognition, it has also been a time of reflection.

Platform and SIPP provider AJ Bell has reported client numbers up 22% to 262,179 over the past 12 months.