Adviser Research Findings

Last year, we carried out research among advisers and consumers to gain a clearer understanding of the advice clients receive around retirement income. With this research we wanted to know how does this feed into the longer-term strategy for financial advice? What are the opportunities? What does the future look like? In short, what are your goals for the next ten years – and what support do you need to reach them?

Access our full report below to read about our key findings and what these could mean for you. We focus on the following themes:

1. Economic impact on investment propositions
2. Business challenges and opportunities
3. Data, technology and tailored solutions
4. The role of Responsible Investment
5. Developing your clients’ retirement plans
6. What does the future of advised investment propositions look like for IFAs?

We hope that you find this report insightful, thought-provoking and above all, helpful. Please don’t hesitate to get in touch if you have any comments or questions about anything covered.

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