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...
