Financial advisers prioritising regular client communication

Majority reviewed communication methods in last 12 months

Sahar Nazir
clock • 1 min read

The majority of financial advisers are actively reviewing their firm's communication strategies and made changes to how they work with clients in the past year, Professional Adviser has found.

More than half (64%) of advisers who responded to this week's PA Asks survey said that they had formally reviewed their communication methods within the last 12 months. Several advisers who reviewed communication methods in the last 12 months cited the Consumer Duty regulation as a driving factor for the review. Another adviser said a yearly review was part of their standard operating procedure. None of the respondents reported conducting a review between 12 and 24 months ago. Additionally, 18% of advisers noted conducting reviews at other intervals, while 14% admitted to nev...

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

'Don't think of consolidation as the end of independent advice. It isn't'

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

Tom Rowe-Jones
clock 02 September 2026 • 5 min read
SENDA calls on profession to share how it supports families with disabilities

SENDA calls on profession to share how it supports families with disabilities

Part of white paper launching in November

Isabel Baxter
clock 02 September 2026 • 2 min read
Plannex memberships boosted by 'out of the blue' Reddit influx

Plannex memberships boosted by 'out of the blue' Reddit influx

Without spending a penny on the social media platform

Isabel Baxter
clock 01 September 2026 • 5 min read