Succession in financial advice: have your say
Succession, whether internal or external, will affect everyone working in financial advice and the clients we support. With a significant number of financial advice firms estimated to change hands in the next five years, this has far-reaching implications for the people working in those firms and for the continuity of service and outcomes for their clients.
Yet there is very little data-led insight into how people working in advice firms feel about succession, what plans are in place, and where support is most needed.
Your Voice Matters
This survey is the first profession-wide initiative designed to understand the true state of succession across financial advice.
To this end, we want to hear from those working in all roles within advice firms - not just the principals or senior leadership - as succession is likely to affect everyone at some stage.
By taking part, you'll help build the most comprehensive picture yet of succession in financial advice.
The findings will help identify:
• The challenges firms and individuals are facing
• Where knowledge gaps exist
• What support the profession needs
As a thank you for participating, you can register to receive early access to the survey findings.
The survey is completely anonymous and should take less than 10 minutes to complete.
Take part today and help shape the future of succession in financial advice.
About the Succession Alliance
The Succession Alliance is a not-for-profit, independent taskforce of professional body, the Consumer Duty Alliance. It brings together professionals from across the financial advice sector to help firms navigate succession planning with confidence. Its aim is to support better outcomes for firms, their people and their clients by encouraging greater understanding, collaboration and practical action around succession.
With thanks to our Founder Sponsors
