Insight

Voice of the Advisor – Q4 Pulse

The events of 2024 have reshaped the UK’s financial landscape. 

The Autumn 2024 Labour budget marked a significant turning point, with three-quarters of IFAs expressing negative views about the government’s economic policies. However, despite this pessimism about government policy, business confidence has remained resilient – while investment optimism has softened from Q3 levels, especially in relation to the UK economy’s attractiveness for investment.

The industry is also evolving, with a growing number of advisers embracing AI technology to enhance their practice efficiency and client service delivery. 

Opinium has launched the fourth wave of the State of the Nation report, continuing to track financial attitudes and behaviour of financial advisers across the UK. We also captured adviser attitudes and behaviours towards AI, assessing the current level of take-up, perceived benefits, and potential concerns about development and job security.

To download the report, click here.

If you would like to discuss these results, get in touch here: IFACommunity@opinium.com