Financial adviser surveys

A deep dive into issues, insights, and strategic developments, specifically for financial advisers

Our surveys take the pulse of the adviser community

With input from financial advisers across the UK, we explore the way their strategic thinking is developing, how attitudes are changing and the direction of travel for the industry.

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Exploring the challenges and opportunities facing advisers, and how to respond to them.

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A wide view

Nearly 200 advisers provided us with their opinions and insights.

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Delving into how financial advisers are developing their thinking, and planning ahead.

Client sentiment is improving

Since our last survey in November 2022 the sentiment of advisers’ clients has improved overall. The proportion of clients who are bearish has fallen from 68% to 44%, so no longer a majority, and this is matched by the 44% who are now neutral, up from 26% in November. This indicates some wariness among clients about predicting the future direction of markets following the volatility of the last few years.

Cost of living crisis and other concerns

In November, 53% of advisers reported that some clients had adjusted their plans due to the cost of living crisis, this has now risen to 89%.

90% of advisers said that they have had conversations with clients about long-term investing v cash deposits (given current interest rates).

Artificial intelligence

57% of advisers think that the development of AI technology such as ChatGPT represents an opportunity for their business whilst 43% see this as a potential threat.

73% of advisers anticipate incorporating AI based tech in their advice process in some way in the future, with 51% anticipating this happening in the next 5 years (8% in the next year).

Consumer Duty

Firms have until July 2023 to implement the new rules under the Consumer Duty. Nearly 60% of advisers feel that the fair value outcome will put pressure on the ongoing charging model.

Market trends

45% expect higher disruption due to technological advances, an increase from 30% in November 2022.

21% are considering using private market investment solutions for clients, an increase from 12% in May 2022.

Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.

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Please note past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

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