Tom Dunbar: Advisers should take their own advice and plan early for retirement

Answer four key questions

clock • 3 min read

When it comes to planning for retirement, writes Tom Dunbar, advisers should take their own advice and start planning for their future early on

The majority of financial advisers are very positive about the future. Our research in January this year found that 80% of advisers had grown revenues and profit in 2019. Further research in May showed 31% of advisers were planning to grow total staff numbers in their business, a significant increase from the January results. However, there is a significant minority who are actively thinking about their retirement and succession plan. 13% of advisers expect to sell part of or all of their business in the next two years and 8% of advisers expect to stop working within the next three years...

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

'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read
PA Awards 2026: Photos from the night

PA Awards 2026: Photos from the night

Celebrating the advice profession's best

Professional Adviser
clock 20 March 2026 • 1 min read
Feel Good Friday: PA Awards attendees raise £15,000 for Go Beyond

Feel Good Friday: PA Awards attendees raise £15,000 for Go Beyond

Best amount ever raised

Professional Adviser
clock 20 March 2026 • 1 min read