This poll aims to gather insights from financial advisors about their clients' cash holdings, the investment case for cash in 2025, and the role of cash in long-term investment strategies.
Cash in Conversation: A poll for financial advisers
29 October 2024
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1 min read
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More on Investment
Pensions tax breaks: Budget 'kite-flying' creating cash management challenge
Savers and advisers dealing with cash management quandary
14 October 2025
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3 min read
Partner Insight: Finding the right partner for a managed portfolio service
Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.
13 October 2025
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5 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees
Catch up on the discussion
10 October 2025
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1 min read
In-depth
'There are sharks out there': V11 footballer plight highlights professional athlete financial vulnerability
‘Sadly, in every industry there is good and bad'
03 September 2025
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8 min read
Targeted support: 'Watch this space!' – unknowns persist
Industry awaits final details of the FCA’s proposals
19 August 2025
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7 min read
Polling high – should advisers bank on Reform UK holding on?
Nigel Farage-led party's policies would likely mean big tax changes if Reform came into power
30 July 2025
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7 min read
