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THE TOOLS

Resource Detail

Financial Conduct Authority’s (FCA) Financial Lives survey of 2022

Report

Financial Conduct Authority (FCA)

PART 2 The Purposeful Investment Landscape

Exploring the Landscape

Gives insights into the financial resilience and vulnerabilities of UK consumers, which can inform their investment strategies.

The FCA’s Financial Lives 2022 survey is included because it offers a comprehensive, evidence-based snapshot of UK adults’ financial positions, product holdings, attitudes and vulnerabilities—information that grounds Part 2: The Purposeful Investment Landscape and the 'Exploring the Landscape' chapter by clarifying consumer demand, market trends and resilience issues that influence purposeful investing; the survey’s findings (cited in the book, including that 81% of respondents wanted their money to deliver environmental and social good alongside financial returns) directly support the chapter’s guidance on investor motivations, barriers and the questions readers should ask when aligning money with values.

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