Clients remain most concerned about losing capital, according to Schroders’ latest UK Financial Adviser Pulse Survey.
The survey, which was conducted among 254 advisers, found more than half (59%) of clients ranked capital loss as their number one concern. This has remained consistent for the last two years. Meanwhile, inflation was ranked as the second greatest concern, and the proportion of clients who rank this as their number one concern has fallen from 32% to 22%. Schroders said the majority of advisers' clients are approaching retirement or have already retired, so maintaining the capital they have built up to fund their later years is a key objective. "Despite the obvious weakness in the ec...
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