23rd November 2022

Adviser Vulnerability - Snapshot survey results

We’ve had 164 anonymous responses to our Adviser vulnerability survey so far.
 
  • 87% state the FSCS has a huge/ or significant impact on their financial vulnerability and chances of survival.
  • Not one single person believes that FCA fee consultations are genuine, just a box ticking exercise to lead to a pre-determined outcome.
  • Only 6% stated that current company morale was positive with 35% seeing moral as negative or very negative.
  • 42% have seen a significant impact to their business as a result of energy increases.
 

Panacea Surveys

Registration

Free Registration and CPD

Read More

Related Articles_

Are advisers losing visibility with the next generation?

Read More

Spot the Difference: 72,000 Names, But No Paraplanners

The FCA Register lists over 72,000 individuals across advice, mortgage, and compliance roles — yet not a single paraplanner in sight. Given the critical part paraplanners play in shaping advice outcomes, from research to report writing, many are questioning whether it’s time for formal recognition. Could adding paraplanners to the FCA Directory or introducing a competency sign-off process help clarify accountability, or would it add unnecessary cost and complexity — especially for outsourced providers?

Read More

Should Paraplanners Be More Formally Recognised by the FCA?

Many paraplanners have expressed a desire for their work to be recognised as a profession in its own right, rather than simply a support function. Formal recognition could support that aim, reinforcing standards, career pathways and professional identity. We’d welcome your thoughts — whether a paraplanners, advisers or compliance professional — on how best to strike the right balance.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password