Embark Investor Confidence Barometer
Welcome to the home of the Embark Investor Confidence Barometer – our twice-annual survey of investor confidence, and the ONLY place advisers can compare and contrast the views of both advised and unadvised consumers (as well as their peers) on a range of issues.
Key findings: FEBRUARY 2021
- Impact of advice on investor confidence stark during Covid-19 crisis
- Times of stress ‘can be very costly’ for investors
- Demand for advice on the rise – especially among younger investors
- Most clients happy with adviser’s communications during Covid
- Advisers overestimating quality of contact – especially virtual meetings
- Client comfort without face-to-face high at almost 70%
- Almost half of advisers intend to give less or cease DB transfer advice
- Third of advised consumers with DB benefits would ‘definitely’ transfer
- ‘Frequently ignored’ behavioural considerations for DB clients
- Newer adviser services most in demand by existing and future clients
- Ad-hoc advice and email nudges edge still-popular traditional services
- Most advisers confident in ability to charge appropriate fees in future
More about the Embark Investor Confidence Barometer
Our goal is to make the Embark Investor Confidence Barometer as digestible and practical as possible for our adviser readers. In this blog we share some tips on how firms can use our insights.
Meet our contributors
Scott Sinclair,
Content Strategy,
Embark Group
Phil Bungey,
Chief Operating Officer,
Advance by Embark
Greg Davies,
Head of Behavioural Science,
Oxford Risk
Sara Wilson,
Head of Platform Proposition,
Embark Group
Get in touch
If you have any questions or wish to find out more about the Embark Investor Confidence Barometer, please contact us here.
Download the full guide
Looking to download the full Embark Investor Confidence Barometer? Simply fill out this form and download the guide.