Search
00
GBAF Logo
trophy
Top StoriesInterviewsBusinessFinanceBankingTechnologyInvestingTradingVideosAwardsMagazinesHeadlinesTrends

Subscribe to our newsletter

Get the latest news and updates from our team.

Global Banking & Finance Review®

Global Banking & Finance Review® - Subscribe to our newsletter

Company

    GBAF Logo
    • About Us
    • Profile
    • Privacy & Cookie Policy
    • Terms of Use
    • Contact Us
    • Advertising
    • Submit Post
    • Latest News
    • Research Reports
    • Press Release
    • Awards▾
      • About the Awards
      • Awards TimeTable
      • Submit Nominations
      • Testimonials
      • Media Room
      • Award Winners
      • FAQ
    • Magazines▾
      • Global Banking & Finance Review Magazine Issue 79
      • Global Banking & Finance Review Magazine Issue 78
      • Global Banking & Finance Review Magazine Issue 77
      • Global Banking & Finance Review Magazine Issue 76
      • Global Banking & Finance Review Magazine Issue 75
      • Global Banking & Finance Review Magazine Issue 73
      • Global Banking & Finance Review Magazine Issue 71
      • Global Banking & Finance Review Magazine Issue 70
      • Global Banking & Finance Review Magazine Issue 69
      • Global Banking & Finance Review Magazine Issue 66
    Top StoriesInterviewsBusinessFinanceBankingTechnologyInvestingTradingVideosAwardsMagazinesHeadlinesTrends

    Global Banking & Finance Review® is a leading financial portal and online magazine offering News, Analysis, Opinion, Reviews, Interviews & Videos from the world of Banking, Finance, Business, Trading, Technology, Investing, Brokerage, Foreign Exchange, Tax & Legal, Islamic Finance, Asset & Wealth Management.
    Copyright © 2010-2026 GBAF Publications Ltd - All Rights Reserved. | Sitemap | Tags | Developed By eCorpIT

    Editorial & Advertiser disclosure

    Global Banking & Finance Review® is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

    Home > Finance > Top 5 challenges facing financial advisers in 2022
    Finance

    Top 5 challenges facing financial advisers in 2022

    Published by Jessica Weisman-Pitts

    Posted on January 3, 2022

    2 min read

    Last updated: January 28, 2026

    Image depicting Northern Ireland's political landscape following the resignation of its first minister due to post-Brexit trade tensions, highlighting the ongoing trade disputes and implications for the Northern Ireland protocol.
    Northern Ireland first minister resigns over Brexit trade rules - Global Banking & Finance Review
    Why waste money on news and opinion when you can access them for free?

    Take advantage of our newsletter subscription and stay informed on the go!

    Subscribe

    Quick Summary

    Financial advisers face challenges in estate planning, growth strategies, and adapting to green investing and digital customer service in 2022.

    Key Challenges Facing Financial Advisers in 2022

    By Andrew Aldridge, Partner at Deepbridge

    1. Estate Planning – with IHT receipts continuing to rise and with perhaps a greater acknowledgement of mortality driven by the pandemic, inheritance tax mitigation will remain a key focus for many advisers.  Earlier this year, we surveyed over 100 IFAs, with 80% agreeing that estate planning was a primary consideration.
    1. Growth – with inflation increasing and rumours of interest rate rises, the search for growth will be important for many investors.  Hardman & Co recently released a paper showing how early-stage private equity stocks, such as those available via the Enterprise Investment Scheme, can dramatically increase returns for a majority of clients, without altering their overall risk profile.
    1. Green and ethical investing – COP26 once again highlighted the need for investment in green energy and renewable technologies. The UK Government continues to press ahead with ambitious plans to increase the availability of electricity from renewable sources and advisers need to be considering how they include renewables within a client’s portfolio.
    1. Soft Facts – with the increasing use of esoteric products, such as tax-efficient investments, which perhaps sit outside of centralised propositions it is ever more important that advisers record ample soft facts for compliance and technical support to review advice decisions more clearly.  In our experience, when advisers say ‘compliance says no,’ it is usually because they have not provided enough reasoning.
    1. Customer Service – how advisers and clients decide what customer service looks like in the future will be a key consideration. An example being, whether clients want to return to annual review meetings face-to-face, or are they more confident now using video-conferencing and perhaps prefer more regular meetings via this medium?

    Key Takeaways

    • •Inheritance tax mitigation remains crucial for advisers.
    • •Inflation and interest rate rumors drive growth focus.
    • •Green and ethical investing gains importance post-COP26.
    • •Recording soft facts is vital for compliance and support.
    • •Evolving customer service expectations in a digital age.

    Frequently Asked Questions about Top 5 challenges facing financial advisers in 2022

    1What is the main topic?

    The article discusses the top challenges financial advisers face in 2022, including estate planning, growth, and green investing.

    2Why is estate planning important?

    Estate planning is crucial due to rising inheritance tax receipts and increased awareness of mortality post-pandemic.

    3How is green investing relevant?

    Green investing is highlighted by COP26, with a push for renewable energy investments in client portfolios.

    More from Finance

    Explore more articles in the Finance category

    Image for Olympics-Biathlon-Winter Games bring tourism boost to biathlon hotbed of northern Italy
    Olympics-Biathlon-Winter Games bring tourism boost to biathlon hotbed of northern Italy
    Image for Analysis-Bitcoin loses Trump-era gains as crypto market volatility signals uncertainty
    Analysis-Bitcoin loses Trump-era gains as crypto market volatility signals uncertainty
    Image for NatWest closes in on $3.4 billion takeover of wealth manager Evelyn, Sky News reports
    NatWest closes in on $3.4 billion takeover of wealth manager Evelyn, Sky News reports
    Image for Stellantis-backed ACC drops plans for Italian, German gigafactories, union says
    Stellantis-backed ACC drops plans for Italian, German gigafactories, union says
    Image for US wants Russia, Ukraine to end war by summer, Zelenskiy says
    US wants Russia, Ukraine to end war by summer, Zelenskiy says
    Image for Russia launches massive attack on Ukraine's energy system, Zelenskiy says
    Russia launches massive attack on Ukraine's energy system, Zelenskiy says
    Image for Russia launched 400 drones, 40 missiles to hit Ukraine's energy sector, Zelenskiy says
    Russia launched 400 drones, 40 missiles to hit Ukraine's energy sector, Zelenskiy says
    Image for The Kyiv family, with its pets and pigs, defying Russia and the cold
    The Kyiv family, with its pets and pigs, defying Russia and the cold
    Image for Two Polish airports reopen after NATO jets activated over Russian strikes on Ukraine
    Two Polish airports reopen after NATO jets activated over Russian strikes on Ukraine
    Image for French miner Eramet's finance chief steps aside temporarily, days after CEO ouster
    French miner Eramet's finance chief steps aside temporarily, days after CEO ouster
    Image for Ukraine's Zelenskiy calls for faster action on air defence, repairs to grid
    Ukraine's Zelenskiy calls for faster action on air defence, repairs to grid
    Image for Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents, CNBC reports
    Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents, CNBC reports
    View All Finance Posts
    Previous Finance PostFive Developing Trends For Payments In 2022
    Next Finance PostSelling Gold Bullion and Jewellery for the Price They’re Worth Isn’t So Hard—You’ll See!