The role of AI
AI has become a huge talking point for us all, so we asked you for your views on AI- including whether you currently, or plan to, use it in your business.
How do you feel about AI in the advice profession?
Positive Negative Unsure
Client letters Efficiencies / productivity Giving advice Help with reporting None Not sure Regulation Research
What role do you think AI will play in our profession?
What do you think the effects of AI will be upon the sector?
Are you using AI?
43 % feel it will be positive 30 % 17 % feel it will be negative 33 % 40 % are unsure
37 % of advisers are using at least one AI tool
of advisers don’ t use AI today, but are looking at solutions
of advisers have no intention of using AI
October 2025 | 33