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...
