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CoreData has offices in Australia, United Kingdom, United States and the Philippines with associates working in Malta, Mexico, Singapore and South Africa. This enables us to conduct syndicated and bespoke research projects across multiple continents and sharing insights on the financial services industry.Find out more
The introduction of the Retail Distribution Review in December 2012 could be considered a considerable head start for advisers preparing to face Mifid II – with curbs on inducements and requirements on firms that give independent advice, tougher powers to ban products and requirements for product governance, these rules should not feel all that new to advisers active in the UK market. The findings in this report are based on original responses from 612 advisers collected by CoreData Research between October and November 2016.
The UK spent the second half of 2016 trying to absorb the shocks associated with the decision to leave the European Union. Yet the outlook for the economy remains distinctly uncertain. Having dodged the initial Armageddon scenario, signs suggest the UK economy has been relatively resilient post-Brexit as economic data continues to drip through. CoreData Research collected the views of 612 financial advisers in October 2016 to get their outlook on the investment landscape in 2017; the short and long-term impact of Brexit and how this will impact their investment portfolios.
This report takes an in-depth look at the UK pensions sector and how it is being shaped by regulation and Government policy. It provides a comprehensive overview of the current pensions landscape and the regulatory state of play, looking at the impact of recent reforms and what other changes are on the horizon. It also examines adviser attitudes toward a host of pension issues including capital adequacy requirements for master trusts, whether income drawdown will replace annuities and if the Lifetime Isa poses a threat to pensions.
The low yield environment is having a deep-rooted impact on returns expected by advisers and institutional investors. The abysmal return expectations could suggest institutional investors and advisers are so disillusioned that the best they can hope for is a return which matches, or in this case even underperforms, a passive product. This report outlines the sentiment towards active strategies in the current environment and the outlook going forward.