Embark Investor Confidence Barometer 5

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.

Key Insight 1
Are advisers under more pressure than ever?
Key Insight 2
New economic age, new options for retirement income?
Key Insight 3
Do investors need saving from themselves?
Key Insight 4
Can advice help close the gender retirement confidence gap?

Meet our contributors

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Jackie Leiper
Chief Executive Officer,
Embark Group

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Ranila Ravi-Burslem,
Intermediary Distribution Director,
Embark Group

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Jamie Drewett,
Head of Intermediary Sales,
Embark Group

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Barry MacLennan,
Chief Executive Officer,
Embark Investments

Get in touch

If you have any questions or wish to find out more about the Embark Investor Confidence Barometer, please contact us here.

Download the full guide

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Missed previous Investor Confidence Barometers?

Visit the Investor Confidence Barometer hub to see all previous issues.