IFAs outline short-term concerns

clock

One in four IFAs sees the transition to a fee-based model, treating customers fairly (TCF), and working with legislation as the biggest issues for them in the near future, a survey suggests.

The research comes from a survey by Winterthur, which the provider conducted during its 'A Wealth of High Net Worth Expertise' road show in May. David Thompson, Winterthur managing director, says the research highlights the “view that successful provider platforms are going to be increasingly about propositions that understand client requirements and work in partnership with IFAs to produce innovative solutions.” The research also highlights the rise of the ‘new wealthy’. Half of the road show attendees said such clients are increasing and now make up to a third of their customer base...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Pension sharing on divorce: Why professionals need to step up on PSOs 25 years on

Pension sharing on divorce: Why professionals need to step up on PSOs 25 years on

'Pensions still remain the most routinely overlooked asset in divorce'

Joanna Newton
clock 10 December 2025 • 4 min read
FCA plans to ensure liquidity mismatches do not 'threaten financial stability'

FCA plans to ensure liquidity mismatches do not 'threaten financial stability'

Although good practice exists

Alex Sebastian
clock 09 December 2025 • 2 min read
Bridging the gulf between education and pursuing a career in advice

Bridging the gulf between education and pursuing a career in advice

'There's a pressing need for fresh infusions of young talent into the advice sector'

Steve Nelson
clock 09 December 2025 • 4 min read