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Transforming women’s financial futures insights report

Insights into the world of women and investment

As part of our ongoing commitment to listen to the needs of our female clients, in June 2022 we ran our first female client survey.

We gathered the responses of thousands of women to better understand their current investment positions, their investing habits and attitudes towards investing.

Women are due to control 65% of the UK’s wealth by 2025, yet 70% of women are still not engaging with finance.

Women tend to feel less knowledgeable, and specifically lack confidence about investing, yet our report reveals women want to actively address the gaps in their financial knowledge. This report will highlight the key survey findings, and explain and address unique issues facing women. We hope our report empowers female investors while also encouraging professional advisers to help bridge the investment gap and provide the best possible service to their female clients.

Did you know?

Women are due to control 65% of the UK's wealth by 2025

Did you know?

More than half of women described themselves as the primary decision-maker for the familiy's finances

Did you know?

79% of women want to make investments that are environmentally responsible

Request a copy of the report

Please fill in the form below to recieve a copy of latest Transforming Women’s Financial Futures report.

Find out more about Quilter Cheviot’s women & investing initiative

Women and investing hub

Explore the key ingredients for successful investing and how we can help you on your investment journey.

Visit the hub

Events and webinars

At Quilter Cheviot, we host a number of webinars to bring together our community for networking events, investment workshops and general educational sessions as part of our Women & investing initiative.

Watch past and register for future webinars

The value of your investments and the income from them can fall and you may not recover what you invested.