What's haunting financial advisers this Halloween?

Six experts share their spooky thoughts

Professional Adviser
clock • 4 min read

As Halloween approaches, advisers and wealth managers are facing more than just ghouls and ghosts. Regulation continues to haunt advisers, while market volatility spooks clients, and Autumn Budget speculation is casting an uncertain shadow across the sector.

In the Halloween spirit, Professional Adviser asked six industry experts what's really keeping advisers and wealth managers awake at night as 2025 draws to a close. Standard Life head of intermediary advised and private clients distribution Warren Bright "Advisers have found themselves in a Twilight Zone since last year's budget, a no man's land where IHT and pensions have become more intertwined as unspent pension pots are set to become liable for Britain's least favourite tax from April 2027. For many who have planned meticulously it must feel like a zombie apocalypse, as best laid p...

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

What's haunting financial advisers this Halloween?

What's haunting financial advisers this Halloween?

Six experts share their spooky thoughts

Professional Adviser
clock 31 October 2025 • 4 min read
Feel Good Friday: Walbrook Institute London hosts graduation for financial advice and banking students

Feel Good Friday: Walbrook Institute London hosts graduation for financial advice and banking students

Celebrating higher education students and advanced LIBF qualification holders

Professional Adviser
clock 31 October 2025 • 1 min read
Protection did not make the targeted support cut and rightly so

Protection did not make the targeted support cut and rightly so

Tony Mudd on saving for tomorrow and protecting today

Tony Müdd
clock 30 October 2025 • 3 min read