Targeted Support for Pensions & Investments | FCA Reforms

FCA Annouces Targeted Support

Yesterday, the FCA announced its groundbreaking "Targeted Support" consultation, a 'once-in-a-generation reform designed to bridge the persistent financial advice gap. This new regime will enable firms to offer proactive, group-based suggestions on pensions and investments, providing a vital 'stepping stone' for millions of consumers who need more than generic guidance but aren't ready for full financial advice - and the associated costs. The benefits for consumers are clear: greater confidence in making crucial financial decisions, improved access to meaningful support, and ultimately, better long-term financial outcomes.

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What is your age? *

What is your expected/preferred retirement age? *

What is your current employment status? *

What is your approximate annual household income? *

Your Pension Situation

How much do you currently have saved in all your pensions combined? *

What percentage of your salary do you contribute to pensions? (including employer contributions) *

Are you currently drawing money from any pension pots?

Yes

Savings & Investments

Approximately how much cash do you hold in current/savings accounts? *

How long has this cash been sitting uninvested? *

Do you currently invest outside of pensions (ISAs, shares, etc.)?

Yes

How would you describe your investment knowledge? *

Financial Goals & Planning

What annual income do you think you'll need in retirement? *

Have you ever received financial advice?

Yes

What's the main reason you haven't increased your pension contributions? *

What's preventing you from investing your cash? *

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Financial Planning Survey