Advisers say 'cash returns don't cut it' as equity exposure soars

Three quarters of advisers have helped clients increase equities exposure

Hope Coumbe
clock • 1 min read

A large majority (89%) of financial planners are helping clients increase their equities exposure fearing cash returns “won’t cut it” if interest rates fall again, Wesleyan has found.

The mutual's latest poll of advisers found almost three quarters (73%) have already helped all or most of their clients to increase equities exposure. Head of intermediary distribution Nick Henshaw said: "The scale and speed of future rate reductions is far from certain, as external headwinds beyond just the rate of UK inflation are still in play." Almost half (45%) of respondents said they were using smoothed funds to achieve more equity exposure – an option Henshaw said provided a solid "middle ground" for clients looking to re-engage with equities. A total 43% of surveyed advise...

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 Investment

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Will continue to be led by current management team

Patrick Brusnahan
clock 23 December 2025 • 2 min read
2025 reflections: How strong companies trumped politics

2025 reflections: How strong companies trumped politics

Fears of an AI market bubble persist

Ryan Hughes
clock 23 December 2025 • 3 min read
What does 2026 hold for investment?

What does 2026 hold for investment?

‘The disruptors of yesterday are now the establishment’

Jen Frost
clock 17 December 2025 • 3 min read