Welcome to the latest edition of our Investor Confidence Barometer. Bigger than ever before, we now survey over 1500 individuals (503 advisers, 501 advised investors and 504 non-advised investors), making it one of the largest and most representative surveys in the UK advice industry.
In this edition, we focus on four key themes: the pressures advisers face from higher costs and regulatory burdens and an insight into adviser mental health; the shift in focus on retirement income approaches now that annuity rates are more attractive; the psychology of investing and the critical role advisers play in protecting investors from the pitfalls of emotionally-driven investment decisions; and the pronounced impact advice can have on closing the gender retirement confidence gap.
Fieldwork between 16-23 March 2023.