Investor confidence barometer: January 2026
Our January 2026 Confidence Barometer survey will look to deliver valuable insights into confidence levels, behavioural tendencies, and evolving perceptions of advice in the financial ecosystem.
2026 Investor Confidence Barometer
Explore key findings from the 2026 Investor Confidence Barometer - investor behaviour, adviser challenges, AI adoption and the enduring value...
A resilient yet cautious investor base
UK investors show confidence and resilience despite economic uncertainty, with advised investors leading the way. Explore trends, behaviours and retirement...
Profession under pressure
Advisers face mounting regulatory pressure, capacity challenges and tech disruption. Explore key concerns, IHT complexity and strategies shaping the advice...
The evolving platform landscape: Consolidation coming down the track and embracing AI
Platform consolidation and AI adoption are reshaping adviser workflows. Explore trends, challenges and opportunities for efficiency and long-term client support.
A new era for advice
Younger clients expect digital tools, speed and personalisation. Explore how AI, Targeted Support and hybrid advice models are reshaping the...
Other key findings
Our other key findings on wealth transfer challenges, gender diversity in financial advice, and why proactive planning is vital ahead...
Investor confidence barometer: 2024
Drawing on feedback from more than 1,500 participants, the Scottish Widows Investor Confidence Barometer offers a fresh perspective on current trends shaping the investment landscape. This comprehensive study captures the sentiments of financial advisers, advised investors and non-advised investors.
The latest edition highlights growing unease around the financial resilience of investment platforms, evolving perceptions of advice in the wake of Consumer Duty regulations, and a noticeable gap in confidence levels between advisers and investors. Scottish Widows continues to work closely with advisers to tackle these challenges head-on, reinforcing the critical role they play in guiding clients through an increasingly complex investment environment.
Investor Confidence Barometer 2024 - Introduction
The latest Scottish Widows Confidence Barometer (SWICB) compares the views of financial advisers with those of advised and non-advised consumers.
Advisers are embracing change
With trillions of pounds set to pass between generations in the coming years, intergenerational planning is a well-known issue for...
Mixed signals on investment confidence
The advice gap remains a significant, unsolved industry issue. Our research suggests the advice gap persists for a few reasons....
Recognising risks in the platform market
Our latest data reveals that a sizeable and persistent gap has opened up between adviser and investor confidence.
Investor Confidence Barometer 2024 - Research round-up
Read a round up of interesting results from our survey of advisers, advised and non-advised investors and learn how these...
Investor confidence barometer: 2023
Our survey of over 1500 individuals - advisers, advised investors and non-advised investors - provides a differentiated insight into key UK advice industry issues. In this issue, we highlight that advisers are not always walking the talk on intergenerational planning and more can be done to engage with younger generations; the differences in adviser and investor perceptions about advice and its value; and how a gap has opened up between adviser and investor confidence that may be rooted in investor psychology.
Investor Confidence Barometer 2023 - Introduction
Welcome to the Scottish Widows Investor Confidence Barometer, which builds on the legacy that we’ve established over the past few...
Gearing up for the great wealth transfer
With trillions of pounds set to pass between generations in the coming years, intergenerational planning is a well-known issue for...
Perspectives on the advice gap
The advice gap remains a significant, unsolved industry issue. While cost is inevitably an issue for some investors, our survey...
Bullish advisers, cautious investors
Our latest data reveals that a sizeable and persistent gap has opened up between adviser and investor confidence.
Investor Confidence Barometer 2023 - Research round-up
Our Scottish Widows Investor Confidence Barometer is in its sixth iteration. This gives us the chance to compare trends and...