Interactive Calculators and Tools for Financial Advisers: A Comprehensive Guide for UK Firms

In today’s competitive marketplace, financial advisers face mounting pressure to deliver exceptional client experiences whilst navigating complex regulatory requirements. Interactive calculators and digital tools have evolved from optional enhancements to essential components of successful marketing for financial advisers. With regulation continuing to be the primary concern for 49% of advisers and client expectations rising, these tools offer a pathway to demonstrate value, enhance engagement, and ensure compliance with the FCA’s Consumer Duty requirements.