Embark Investor Confidence Barometer

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.

Who took part in the EICB? we now survey over 1500 individuals (503 advisers, 501 advised investors and 504 non-advised investors).

New: Embark Investor Confidence Barometer 5

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.

Missed our previous Investor Confidence Barometers?

February 2021

October 2021

May 2022

October 2022

May 2023

Get in touch

If you have any questions or wish to find out more about the Embark Investor Confidence Barometer, please contact us here.

Meet our contributors

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