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    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

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    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.

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