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 hundreds of financial advisers across the UK, we explore everything from trends and attitudes to how asset managers can better communicate with clients.

Planning

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

A wide view

We survey over 200 advisers to get a picture of the topics on their minds and the outlook for economies and markets.

Strategy

Delving into how financial advisers are developing their thinking, and the direction of travel.

Our annual 2021 survey highlights show us you’re expecting choppier waters

  • 75% of you expect higher inflation over the next five years
  • You’re predicting greater market volatility – but also higher UK growth
  • 41% of your clients feel bullish about investing (a drop from 52% last year) 

Sustainable investing is here to stay

One of the most notable shifts has been in how many of you now actively incorporate ESG considerations into your fund selection. These days, 80% of you factor it in. Just two years ago in our 2019 survey, it was 43%.

Most of you use outsourced portfolio management

That’s 67%, but the number’s rising – with 16% of you reporting an increase in outsourcing in the last year.

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.

Reports

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Results

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Related insights

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