Welcome to the Embark Investor Confidence Barometer. Not just another adviser or investor survey.
The Barometer is rare, and quite possibly unique, in being the only place where advisers can compare and contrast the views of their peers, advised investors and non-advised consumers on a range of critical financial and advice industry issues. We survey over 1500 people, making it one of the largest surveys of its kind.
In this edition, we focus on four key themes: the pressures advisers face from higher costs and regulatory burdens and an insight into adviser mental health; the shift in focus on retirement income approaches now that annuity rates are more attractive; the psychology of investing and the critical role advisers play in protecting investors from the pitfalls of emotionally-driven investment decisions; and the pronounced impact advice can have on closing the gender retirement confidence gap.
February 2021
October 2021
May 2022
October 2022
May 2023
If you have any questions or wish to find out more about the Embark Investor Confidence Barometer, please contact us here.
Jackie Leiper
Chief Executive Officer,
Embark Group
Ranila Ravi-Burslem,
Intermediary Distribution Director,
Embark Group
Jamie Drewett,
Head of Intermediary Sales,
Embark Group
Barry MacLennan,
Chief Executive Officer,
Embark Investments
Jonathan Sandell,
Group Head of Propositions,
Embark Group
Andrew Phipps,
Product Marketing Manager,
Embark Group