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In our recent 2024 Wellbeing Survey, the Business Transformation Consultants at Old Mutual Wealth uncovered a significant rise in stress levels across the financial planning industry, with overall stress jumping from 39% in 2023 to 61% in 2024. Our findings reveal that Administrators are feeling the pressure the most, with 40% experiencing constant stress, followed by Independent Financial Advisors (IFAs) at 22%, Para-planners at 20%, and Operational Managers at 17%. To support your teams on their mental wellbeing journey, we’ve created a practical video titled "Reclaim your Calm" to help manage stress and enhance overall wellbeing. Why not include this video in your next team meeting?
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