Clients demanding information electronically from advisers

One in two want personalised information electronically

Isabel Baxter
clock • 3 min read

Half (51%) of UK clients want to receive personalised information electronically from their adviser, AdviserSoftware.com has found.

Its research, commissioned by Dynamic Planner, including 4,000 UK clients revealed that demand for digital solutions is on the rise, ideally working in tandem with human interaction. It found that one in two UK clients across all income and age groups said they want to receive personalised information electronically from their adviser to track pensions, investments and to access personalised content. Looking at specific age groups, three in four 18–34-year-olds want to track investments and access financial planning content via an app; of those aged 35-54, 65% would like to have the 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

'Fundamentally' different advice profession risks reputational damage from football scandal

'Fundamentally' different advice profession risks reputational damage from football scandal

High profile advice incidents like V11 ‘damaging’

Isabel Baxter
clock 09 September 2025 • 3 min read
Angela Rayner resigns after ethics report finds warnings ignored on tax advice

Angela Rayner resigns after ethics report finds warnings ignored on tax advice

Following investigation

Sahar Nazir
clock 05 September 2025 • 2 min read
What will cryptocurrency regulation mean for financial advice?

What will cryptocurrency regulation mean for financial advice?

‘Regulation doesn’t automatically make something a sound investment’

Isabel Baxter
clock 05 September 2025 • 8 min read