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...

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