Advisers shift away from recommending bonds for clients

Just over one third of advisers would recommend onshore bonds

Sahar Nazir
clock • 1 min read

Fewer financial advisers are recommending bonds when compared with figures 12 months ago, Defaqto has found.

The technology provider's ‘Investment Bond Service Review 2024' report noted that advisers are recommending bonds after personal pensions and investment ISAs. Just over one third (35%) of advisers said they would recommend onshore bonds next and 19% said they would recommend international bonds. Last year's review noted advisers recommending an average of 2.76 different types of bonds in 2022. However, the most recent analysis found that the average fell to 1.48 in 2023. Open architecture products remain the first choice over bonds with a limited fund selection, and onshore bonds a...

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

Celtic FP founder launches online admin platform for advisers

Celtic FP founder launches online admin platform for advisers

‘Developed by people who understand the industry’

Jenna Brown
clock 10 November 2026 • 2 min read
Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Firms urged not to rush sales

Isabel Baxter
clock 09 November 2026 • 4 min read
Verve Foundation launches financial planning career pathfinder

Verve Foundation launches financial planning career pathfinder

Free tool is for all candidates exploring roles and vacancies

Sophia Panayi
clock 09 November 2026 • 1 min read