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UK Financial Services Skills & Competency Index 2026
The Redmill Advance Financial Services Skills & Competency Index 2026 surveyed 200 senior respondents in the UK financial services sector, to understand how they're building, assessing, and maintaining working capability in the age of AI.
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What You'll Discover in the Redmill Advance Skills & Competency Index
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The State of Advice
41% of L&D professionals and senior decision makers at financial advice firms are very confident their workforce has the skills to achieve the company's objectives over the next three years.
But there are pressure behind this confidence, with AI and technology adoption (42%) and recruitment (30.5%) some of the biggest challenges respondents say they're facing.
The Capability Squeeze
While AI and digital skills are identified by a significant number of respondents as the hardest skills to develop, the capability gap is much more diverse than that.
In the report we reveal the areas beyond AI where L&D professionals say they're facing skills development challenges.
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AI and the Adviser
Respondents recognise the importance of human skills to augment AI skills. For example, 1 in 3 respondents cite problem solving as a key human skill to be used alongside AI skills.
And with 79.5% already implementing AI, understanding the human skills that need to be developed alongside it is going to be vital for financial advice firms.
Who Leads the Next Generation
Among those surveyed, there's strong confidence in succession planning, but nearly 1 in 4 still see developing future leaders as one of their greatest organisational challenges.
The report looks at how financial adviser L&D leaders are addressing these challenges and discusses how you can tackle this issue at your own organisation.
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The Adviser of 2030
Based on all the findings from the report, we look at what the financial adviser of 2030 will look like, and how they'll be using AI to support customers in the future.
We also discuss what L&D professionals can do to make sure their workforce has the skills successfully tackle these future challenges.
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