Investor confidence barometer
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...
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...
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.
2026 Investor Confidence Barometer
Explore key findings from the 2026 Investor Confidence Barometer - investor behaviour, adviser challenges, AI adoption and the enduring value...
Other key findings
Our other key findings on wealth transfer challenges, gender diversity in financial advice, and why proactive planning is vital ahead...
Profession under pressure
Advisers face mounting regulatory pressure, capacity challenges and tech disruption. Explore key concerns, IHT complexity and strategies shaping the advice...
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...
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 - 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...