Advisers say inflation is the biggest threat for clients

Taxation is cited as a close second threat for clients, according to advisers

Isabel Baxter
clock • 1 min read

Inflation and taxation are what advisers believe clients regard as the biggest threats, according to HSBC Life.

Its The Three I's of Investment Capital report which included multiple tele-depth interviews including 200 advisers in each one, revealed that 35% of advisers cited inflation as the biggest threat to clients and 27% cited taxation. HSBC Life said that the fact that inflation has topped the list of threats is "no surprise in the current environment". It added: "This demonstrates the importance of delivering calm, well explained guidance and reassurance. In this environment, behavioural coaching backed by a deep understanding and application of tax treatments is by far the biggest contr...

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

Reform for modern times: A fairer future for families

Reform for modern times: A fairer future for families

'Could reshape the legal and financial consequences of relationship breakdown'

Julia Peake
clock 17 June 2026 • 4 min read
Carla Brown: PFS will reassert itself as voice of the profession in 2026

Carla Brown: PFS will reassert itself as voice of the profession in 2026

PFS president and chair on building trust

Carla Brown
clock 16 June 2026 • 4 min read
Advisers need 'robust' scam protections as investment fraud losses hit £221m

Advisers need 'robust' scam protections as investment fraud losses hit £221m

Investment fraud up 40% year-on-year

Sophia Panayi
clock 15 June 2026 • 2 min read