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Infographic What factors are affecting the financial advice industry?

  • 26 September 2023
  • 4 min read
  • Aegon Content Team

It’s a challenging environment right now but one full of opportunity too.  With this year’s economic unpredictability and the rise in the cost of living, our infographic highlights five key factors affecting the advice industry that we think you should be aware of, if you’re not already.

Aegon Infographic Key Trends In Financial Advices.svg

Planning for the future

We’ve outlined the key headlines but if you’re interested in taking a look at any more of these areas in more depth, a helpful video series and the fifth edition of our NextWealth report can be found on our retirement advice hub. You can also visit our Consumer Duty hub for regular updates. 

  1. Managing Lifetime Wealth: retirement planning in the UK. Page 7. The study was conducted with 221 advisers and 209 advised clients between November and December 2022. Data source, NextWealth. Published February 2023.
  2. Managing Lifetime Wealth: retirement planning in the UK. Page 16. The study was conducted with 221 advisers and 209 advised clients between November and December 2022. Data source, NextWealth. Published February 2023.

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Trends Insights