Results
NS&I adviser survey reveals security and liquidity are driving behaviour
The latest edition of NS&I’s Financial Advice Barometer shows that security remains the top priority for advisers’ clients. 42% of respondents chose this option in the October 2018 survey.
NS&I adviser survey shows that cash is king in client conversations
NS&I’s latest edition of its Financial Advice Barometer indicates that while security remains the top priority for advisers’ clients (55%), there has been a drop of 10 percentage points, from 14% in January 2018 to 4% in April 2018, in those citing income (regular and consistent returns) as the most important priority.
NS&I survey reveals most financial advisers are willing to advise on portfolios of £50,000 or under
NS&I’s latest Financial Advice Barometer shows that 70% of financial advisers are willing to advise on investment portfolios of £50,000 or less.
29 million Britons worry about personal finances, but most bury their heads in the sand
New research from NS&I reveals that personal finance worries are having a negative impact on the wellbeing of 17 million Britons, with a quarter (26%) revealing that the state of their personal finances has had a negative effect on their mental health.
NS&I launches new phone services for financial advisers
NS&I has now launched new services for financial advice firms via its Adviser Helpline (0800 092 1228). For the first time, firms will have access to information on their clients’ NS&I holdings via the phone. This will significantly speed up the process of working with NS&I.