For the second year running we’ve worked with Royal London to look into the meaning of value. We wanted to understand more about what consumers actually value. What is important to them, and what things do they consider when deciding whether something is, or isn’t of value? Have these sentiments changed since last year?

Download the report here

Key findings

• Two-thirds of consumers reported ratings of 7 and above when it comes to getting good value from their financial adviser, compared to 54% in 2023. This positive increase in consumer sentiment highlights the growing trust and satisfaction with advisers.
• 45% of consumers who have an adviser say that investment performance is the most important factor when assessing overall value for money.
• Consumers value good service (40%) and trust (36%) the most when it comes to their financial services providers.

This report is free to download thanks to the generosity of Royal London.

You can sign up for the webinar on the findings of the report here