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

One in five wealthy over-55s unaware of IHT on pensions change

One in five wealthy over-55s unaware of IHT on pensions change

IHT on pensions comes into effect from 6 April 2027

Sahar Nazir
clock 27 October 2025 • 2 min read
Why the government must invest in confidence to unlock Britons' wealth potential

Why the government must invest in confidence to unlock Britons' wealth potential

Confidence is key to unlocking investment potential

Brian Byrnes
clock 27 October 2025 • 4 min read
Autumn Budget 2025: Treasury Committee warns government against cutting cash ISA limit

Autumn Budget 2025: Treasury Committee warns government against cutting cash ISA limit

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 27 October 2025 • 1 min read