Peace of mind Understanding the nonfinancial benefits of financial advice

In recent years, everyone has had to take more responsibility for their own wealth, with changes in pensions, retirement ages, and regulation. Professional financial advice is more crucial than ever in helping people make informed decisions. Yet a significant advice gap remains (where consumers are unable to find or get financial advice) and many aren’t […]

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The value of financial advice

This report demonstrates the very real value of fi nancial advice for the consumer. Using robust statistical methods to control for a range of factors likely to determine demand for advice – including income, wealth and behavioural traits – our results show that those who take advice are likely to accumulate more financial and pension […]

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What its worth Revisiting the value of financial advice

In 2017 ILC published its report, The Value of Financial Advice, which quantified, for the first time, the value of taking financial advice for people’s overall financial outcomes. In an ageing society, it is vital that people are able to plan for their financial security in retirement. The Value of Financial Advice demonstrated that expert […]

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FSA guide to making a complaint about financial services

comprehensive guide about complaints about financiual services

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Choosing a financial adviser how keyfacts can help you

Information about the key information an FSA authorised firm shouls provide to clients on their first contact

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You and your money

Describes how the Financial watchdog (FSA) can help consumers. The role of the FSA

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Association of Independent Financial Advisers website

Website of AIFA, the trade body for independent financial advisers. From the site contact details of local advisers can be accessed

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Introduction to the Financial Services Authority information for consumers

Explains the role of the FSA, the independent watchdog that regulates financial services in the UK and protects the rights of retail customers. Also explains the financial services not covered & the organisations that do regulate them.

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