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.
The latest Scottish Widows Confidence Barometer (SWICB) compares the views of financial advisers with those...
With trillions of pounds set to pass between generations in the coming years, intergenerational planning...
The advice gap remains a significant, unsolved industry issue. Our research suggests the advice gap...
Our latest data reveals that a sizeable and persistent gap has opened up between adviser...
Read a round up of interesting results from our survey of advisers, advised and non-advised...
