Less than 40% of IFAs would recommend investment trusts - PIMS survey

clock

Six out of ten IFAs would NOT recommend investment trusts to consumers, according to a PIMS survey.

Although research by the financial services forum only questioned 96 participants, results suggests 61% of advisers would not recommend ITs alongside other OEIC and unit trust investments. This compares with a recent survey by Incisive Research – part of IFAonline’s parent group, Incisive Media – which suggests fewer than one-quarter of IFAs questioned (120 of 514) intend to recommend investment trusts in the future. Of those people who would recommend ITs, 59% of PIMS participants said they would only recommend ‘generalist’ trusts while just 18% - or 10% of the total survey populatio...

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 uncategorised

Women in Financial Advice Awards 2026: Nominations open!

Women in Financial Advice Awards 2026: Nominations open!

Awards to be held at Hilton Bankside in London

Professional Adviser
clock 24 March 2026 • 1 min read
PA Awards 2026: Photos from the night

PA Awards 2026: Photos from the night

Celebrating the advice profession's best

Professional Adviser
clock 20 March 2026 • 1 min read
PA Awards 2026: Winners' photo gallery from the night

PA Awards 2026: Winners' photo gallery from the night

PA’s 21st awards took place on 18 March

Professional Adviser
clock 19 March 2026 • 1 min read