Welcome to Saunderson House’s third year of research exploring financial wellbeing and gender.

This report looks closely at how the financial wellbeing and independence concerns of professional women differ from those of men. Whilst everyone has been subject to the same economic pressures of inflation, geopolitical instability and whispers of a looming recession, we find that men and women have different financial concern ‘triggers’ when it comes to their financial wellbeing.

As identified in our previous research, women tend to look at issues holistically, spending more time considering what they don’t know. This insight is supported this year with the finding that women are also much more inclined than men to want to improve their financial literacy and that of their family. Financial education and financial advice can significantly help to build capability and confidence, and I’m proud of the work we are doing to close the gender advice gap in the wealth management industry. This includes the online financial awareness courses for women hosted by our parent company Rathbones.

Our research findings are based on the responses from nearly 400 contributors, which includes our clients as well as our partners the Everywoman Network. Everywoman aims to promote and advance women in business and has more than 45,000 members worldwide.

We hope you find the following report interesting and insightful. Please do send us any feedback or questions that arise on the back of this, or our other reports. And finally, thank you to all of you who participated in our surveys and focus groups this year.




This note is for general guidance only and does not constitute, and should not be construed as, investment advice or a recommendation to engage in any investment activity. Detailed advice should be taken before entering any investment activity. Any opinions stated in the corresponding article reflect the views of the individuals surveyed for research purposes and any further individuals referenced. These views may differ from the views of other individuals/teams at Saunderson House.

 Saunderson House, a wholly-owned subsidiary of Rathbones Group Plc, is authorised and regulated by the Financial Conduct Authority. Rathbones Group Plc, through its subsidiaries, is a leading provider of high-quality, personalised investment and wealth management services for private clients, charities and trustees. Our services include discretionary investment management, unit trusts, banking and loan services, financial planning, unitised portfolio services and UK trust, legal, estate and tax advice.

Rathbones Group Plc is independently owned, is the sole shareholder in each of its subsidiary businesses and is listed on the London Stock Exchange.


Financial Wellbeing Report 2022: Anxiety Abounds as Uncertainty Takes its Toll

About The Author

Kirsten Pettigrew
Kirsten joined the graduate program at Saunderson House in 2014, after graduating from the University of Manchester with a ...
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