FE fundinfo Financial Adviser Survey 2021

This FE fundinfo research was conducted throughout November & December 2020 and January 2021. It consisted of 45 questions and was completed by 250 financial advisers over this period. It spanned a broad range of subjects including the impact of the Covid 19 pandemic, business drivers, revenues, new business opportunities and overheads for firms, regulatory changes, trends in investing, outsourcing and this year with a particular focus on retirement propositions and ESG investing.

Find out what you can do to better understand financial advisers and aid the retail distribution of your funds.

 

Key points

  • 58% of advisers feel more positive on their business outlook than 12 months ago
  • Regulation still tops the charts as being the largest business concern, followed by cost pressures, exacerbated by rising PI premiums
  • Covid-19 has prompted greater remote working and investment in technology to serve clients, potentially bringing in more efficient ways of working
  • The implementation of centralised retirement propositions has increased during 2020
  • Two thirds of advisers report an increase in the amount client money invested in ESG over the past 12 months
  • Advisers still feel their clients lack a full understanding of what ESG investing entails and some of the contradictions that may exist
  • 91% of advisers now actively incorporate ESG factors into their investment propositions, or plan to do so imminently
  • There remains a shortage of products and solutions to support retirement advice and there is a growing need to help clients stretch smaller pots over longer life

 

Read the full report

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Webinar

Key insights from the FE fundinfo Financial Adviser Survey 2021

Financial advisers remain the most significant distribution channel in the UK and there is no doubt that 2020 was a year unlike any other in living memory.

Join us to uncover key insights from the 6th annual FE fundinfo Financial Adviser Survey, which draws from 250 financial advisers who responded to the survey, on how they are adapting to a post-covid world, the coming of age of ESG investments and transitioning to a phase of centralised retirement propositions (CRPs).