The Future of Advice
Against a backdrop of regulatory change and digital innovation, this report explores the changing environment for financial advice in the UK.
What do consumers want?
How big is the opportunity?
What is the potential for mass market solutions?
Guidance, digital and hybrid advice – demand and supply
Barriers and opportunities
Changes, provider intent and strategic shifts
Who has this report been designed for?
The report has been designed to support platforms, banks, investment firms, pensions providers and advice firms to size, shape and articulate their strategy and shape their propositions, armed with data, consumer research, segmentation, non-attributable industry leader insights and more.
An invite-only launch event will share key details with advance purchasers, Boring Money clients and subscribers.
The Future of Advice package costs £7,000+VAT to include the launch briefing, the report and data and a presentation/ Q&A with the research team.
Industry leaders anticipate no real change from the upcoming simplified advice regime
Our non-attributable interviews reveal wealth, investment and advice bosses anticipate “not much” from the simplified advice.
Some of our key findings include:
Sources and methods:
A nationally representative survey of 3,000 UK Adults, plus a boosted sample of High Net Worth individuals
A survey of 1,000 investors currently receiving advice
Commentary from directors of advice firms and platforms
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