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

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

‘Clients are naturally concerned’

clock 11 March 2026 • 5 min read
The capacity trap: Why advice firms can't hire their way out of the admin crisis

The capacity trap: Why advice firms can't hire their way out of the admin crisis

'You cannot outrun a broken process by adding more people to it'

Stuart Breyer
clock 10 March 2026 • 3 min read
The enduring value of advice in an era of DIY investing

The enduring value of advice in an era of DIY investing

'The debate is about execution and consistency'

Chris Ball
clock 10 March 2026 • 4 min read