Advisers faced with biggest investment planning challenge

New research shows that advisers believe that the implications of Brexit are the biggest issue for five-year investment returns.

The study comes from Prudential and it discovered that seven out of ten advisers questioned feel obliged to offer smoothed multi-asset investment solutions to clients.

The potential fall-out from Brexit overshadows worries about low long-term interest rates and the impact of market falls over the next five years.

What’s more, the research also showed that just over 60% of advisers are worried about delivering income for clients over the same time period and 55% are concerned about ongoing low interest rates.

It also showed that 58% of advisers believe there will be a medium-term market correction while 76% say smoothing of investment returns is more attractive to clients when market conditions are challenging.

Vince Smith-Hughes, investment expert at Prudential, said: “Brexit is overshadowing all other investment planning issues and highlighting the need for solutions which can provide protection and the possibility of strong returns.

“The triggering of Article 50 will provide some certainty for financial planning but will continue to highlight the need for solutions and advice which can support individuals in achieving their investment goals in the short to medium-term.”

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