Advice Report 2025

In June, the FCA will publish draft rules for Targeted Support, after years of ‘stop-start’ efforts to create a more supportive environment to help firms tackle the 12.3 million UK adults stuck in the Advice Gap. At the same time, Consumer Duty has shaken up the traditional advice sector, shining a light on ongoing servicing, value for money, and clear fee disclosure and comparison, amongst other things. It is not a dull time!

Who is it for?

This report is designed for consumer-facing businesses operating in the investments, pensions, and financial advice sector, including providers, platforms, and advisory firms.

Key insights:

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