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Financial planning

Alternative labels
Financial advisers
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Financial planning
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Report

Unlocking generosity: the potential gains from expanding access to advice on charitable giving


This report explores the potential gains from expanding access to advice on charitable giving in Australia. It finds that a range of barriers stop people from giving more to charity. The report focuses on the powerful role that professional advisers and fundraisers could play in reducing these barriers and helping more Australians to give generously.
Discussion paper

Enhancing the Tax Practitioners Board’s sanctions regime


This consultation paper seeks feedback on proposed reforms that will provide the Tax Practitioners Board with a stronger and more agile sanctions regime, a greater deterrence effect on misconduct in the financial services sector and to tighten tax agent regulation.
Report

Bouncing back: boosting young people’s financial wellbeing after the pandemic


The COVID-19 pandemic has been challenging - with young people particularly affected. For policy-makers to get to grips with what appears to be a cost of living crisis for young people, this report recommends that the UK government makes tackling this issue an urgent priority.
Report

Triggering financial behaviour change


The Commission for Financial Capability (CFFC) delivers a range of financial capability seminars and workshops in workplaces and communities under the Sorted brand. Evaluations of Sorted programmes show that many participants change their financial behaviour after completion. The aim of this research was to explore how this change happens and what triggers it and to...
Report

Financial knowledge of New Zealanders


Recognising the importance of measuring financial knowledge as a building block of financial capability, this report analyses New Zealand’s results by age, gender, ethnicity, education, employment status and personal income to identify areas of need and opportunity when targeting delivery of financial education.