Opportunities
We then asked advisers where they saw the biggest opportunities...
90 |
80 |
70 |
60 |
50 |
40 |
30 |
20 |
10 |
0 |
The value of ongoing advice |
Need for advice |
Pension & tax changes |
Changing client needs |
Intergen advice |
AI |
Tech |
Economy / markets |
Social media |
Again, we see overwhelmingly that advisers see the need for advice and giving ongoing advice as the key area of opportunity – advisers want to give more advice to more consumers and see this as a huge priority and focus.
Changes in recent legislation and client needs further add to this need and opportunity.
... and challenges
We then asked what you viewed as the biggest challenges...
100 90 80 70 60 50 40 30 20 10 0
Regulation |
Too much admin Government |
Lack of new |
AI |
Markets |
Consumer |
|
|
advisers coming |
|
|
awareness |
|
|
into the industry |
|
|
|
Attracting Consolidators younger clients
Regulation is by far the biggest challenge advisers face, according to the survey. The second biggest challenge was around time taken to complete administrative tasks. 27 % of advisers also cited lack of new advisers as a challenge.
October 2025 | 13