More than a third of clients regret taking 'too little' investment risk

This was the most common perceived mistake reported by clients and marks a rise of 23% from the previous barometer. This was according to a twice-yearly survey conducted by Censuswide for Scottish Widows Platform between 8 and 18 September 2023. It included responses from 502 advised consumers aged 35-70 with a minimum of £100,000 investible assets, and 502 advisers who have clients, whose firm had assets of less than £500m. Taking too little risk was also the second most common mistake cited by surveyed non-advised investors (28%, up from 25% previously). The survey also revealed ...