Annual Conference 2018

Annual Conference 2018

On 31 January 2018, Fairstone hosted its annual business conference at the Crowne Plaza in Newcastle.

With over 250 guests this was certainly our biggest conference to date.

As well as business updates, an overview of the investment markets and look to what we can expect from the marketing team over the next five years, the event showcased the stories of Fairstone advisers, all at different stages of their Fairstone journey.

New Fairstone survey reveals changing attitudes to mortgage rates

Fairstone survey highlights urgent need for ‘millennials’ to plan for retirement

New Fairstone survey highlights worrying trends in at-retirement behaviour

New Fairstone survey highlights worrying trends in at-retirement behaviour

One-third of respondents do not know where they would go for advice

An independent Ipsos MORI survey of more than 2000 people published today by Fairstone, one of the UK’s largest Chartered financial planning firms, examines current attitudes to savings and investment options at retirement.

Respondents were asked to comment on whether they had heard of seven different terms relating to pensions, yielding some surprising results:

Fairstone survey reveals surprise fall in consumers’ financial engagement

Fairstone survey reveals surprise fall in consumers’ financial engagement

A wide-ranging independent online survey amongst adults aged 18-75 in Great Britain carried out by Ipsos MORI, on behalf of Fairstone, one of the UK’s largest chartered financial planning company, is published today and throws light on the changing attitudes towards investing, retirement and financial planning amongst a broad spectrum of GB adults, between 2010 and 2017.

The Financial Future

The Financial Future

Consumer Attitudes Towards Financial Planning and Themes for 2018

The financial advice industry has always been dynamic. New regulations and an ever-changing landscape mean a richer, deeper understanding of the marketplace and customers is crucial if we are to keep our clients at the centre of everything we do.

If you have any further questions, please contact us on 0845 605 0680 or email info@fairstone.co.uk

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