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

Women in Financial Advice Awards 2026: Photo highlights from the night

Women in Financial Advice Awards 2026: Photo highlights from the night

Celebrating the best women in advice and financial services

Professional Adviser
clock 06 November 2026 • 1 min read
Feel Good Friday: Rathbones donates £35,000 to London Youth

Feel Good Friday: Rathbones donates £35,000 to London Youth

Youth Work Week

Professional Adviser
clock 06 November 2026 • 1 min read
Women in Financial Advice Awards 2026: Winners' gallery

Women in Financial Advice Awards 2026: Winners' gallery

Championing women in advice and financial services

Professional Adviser
clock 05 November 2026 • 1 min read