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Scottish Widows Confidence Barometer Cover November 2024
Scottish Widows Investment Confidence Barometer -
November 2024

Scottish Widows Investor Confidence Barometer: November 2024

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.

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Scottish Widows Confidence Barometer Cover November 2023
Scottish Widows Investment Confidence Barometer -
November 2023

Scottish Widows Investor Confidence Barometer: November 2023

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.

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The Connected Planner Survey Report Cover September 2023
The Paraplanner Survey -
September 2023

Paraplanner Survey Report 2023: The Connected Paraplanner

The Scottish Widows Paraplanner Survey is a temperature check on the health of the paraplanning profession and an insight into the pressing issues facing paraplanners today. This issue reveals how over 400 paraplanners feel about their role; their relationships with advisers; their use of technology; the challenges and opportunities within the industry; and their aspirations for the future state of the profession.

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Investment Perspectives: May 25
Retirement income
Investment Perspectives: April 2025
Tax Year End
Vodcasts
Scottish Widows Investor Confidence Barometer: November 2024
Platform Matters: October 2024
Paraplanner Survey Report 2024: Paraplanning Redefined