For financial advisers only
Adviser Research Findings
26 May 2021
What does the future of advised investment propositions look like for IFAs?
Last year, we carried out research among advisers and consumers to gain a clearer understanding of the advice clients receive around retirement income. With this research we wanted to know how does this feed into the longer-term strategy for financial advice? What are the opportunities? What does the future look like? In short, what are your goals for the next ten years – and what support do you need to reach them?
Access our full report below to read about our key findings and what these could mean for you. We focus on the following themes:
- Economic impact on investment propositions
- Business challenges and opportunities
- Data, technology and tailored solutions
- The role of Responsible Investment
- Developing your clients’ retirement plans
- What does the future of advised investment propositions look like for IFAs?
We hope that you find this report insightful, thought-provoking and above all, helpful. Please don’t hesitate to get in touch if you have any comments or questions about anything covered.
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For Professional and Intermediary Clients Only
Hymans Robertson Investment Services LLP is authorised and regulated by the Financial Conduct Authority. One London Wall, London, EC2Y 5EA, telephone number 020 7082 6000. You can find it on the FCA register under firm reference number 927111.
The value of investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Past performance is not a reliable indicator of future results. Changes in interest rates may also impact the value of fixed income investments.