Over half of clients more concerned about capital loss than inflation

Inflation is still double the BoE’s target despite dropping from its record high

Sahar Nazir
clock • 1 min read

Clients remain most concerned about losing capital, according to Schroders’ latest UK Financial Adviser Pulse Survey.

The survey, which was conducted among 254 advisers, found more than half (59%) of clients ranked capital loss as their number one concern. This has remained consistent for the last two years. Meanwhile, inflation was ranked as the second greatest concern, and the proportion of clients who rank this as their number one concern has fallen from 32% to 22%. Schroders said the majority of advisers' clients are approaching retirement or have already retired, so maintaining the capital they have built up to fund their later years is a key objective. "Despite the obvious weakness in the ec...

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

The rarely discussed barriers to closing the advice gap

The rarely discussed barriers to closing the advice gap

'The real issue isn't just access, it's attitudes, representation, and engagement'

Harry Webster
clock 04 April 2025 • 7 min read
The Apprentice stars call for more financial advice as online businesses surge

The Apprentice stars call for more financial advice as online businesses surge

‘Crucial that young entrepreneurs receive the right guidance to manage their finances’

Sahar Nazir
clock 03 April 2025 • 2 min read
Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

20% on EU, 10% on UK

Sorin Dojan
clock 03 April 2025 • 2 min read