Editions

As the end of the 2024/2025 tax year draws near, here is some Insights and Guides to help support your clients effectively.

Watch our vodcasts where experts from Scottish Widows delve into the key topics shaping the adviser platform market.

Our survey of over 1500 individuals - advisers, advised investors and non-advised investors - provides a differentiated insight into key UK advice industry issues. In this issue, we highlight that advisers are not always walking the talk on intergenerational planning and more can be done to engage with younger generations; the differences in adviser and investor perceptions about advice and its value; and how a gap has opened up between adviser and investor confidence that may be rooted in investor psychology.