Majority of un-advised with stock investments have no financial plan

‘Many are realising the need for expert financial support in later life’

Hope Coumbe
clock • 1 min read

Just over half (51%) of adults in the UK who hold stock market investments have no plan for how their assets will pass on to their dependents, Investec Wealth & Investment found.

The Rathbones-owned firm conducted a study of more than 1,000 adults in January, finding a need for advice and later life planning specifically across the board. Investec said its findings show retail investors "are focusing on the need for financial advice" in later life with many worried about managing their investments. Of those in the study who have stock market investments and are aged over 65, close to three-quarters (69%) have no plan for passing on their wealth. Head of strategic partnerships Simon Taylor said the findings show a clear opportunity for advisers to engage. ...

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

Professional Adviser's flagship conference PA360 returns for 2026

Professional Adviser's flagship conference PA360 returns for 2026

PA360: Actionable insights – Smarter Outcomes open for adviser registrations

Professional Adviser
clock 05 December 2025 • 1 min read
Feel Good Friday: One Four Nine Wealth hosts charity blood drive

Feel Good Friday: One Four Nine Wealth hosts charity blood drive

In support of the Scottish National Blood Transfusion Service

Professional Adviser
clock 05 December 2025 • 1 min read
Nici Audhlam-Gardiner: Wider basic advice adoption could shrink advice gap

Nici Audhlam-Gardiner: Wider basic advice adoption could shrink advice gap

'There is no need to reinvent the wheel here'

Nici Audhlam-Gardiner
clock 04 December 2025 • 4 min read