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Our Services

Our bespoke research capabilities include client branded white papers, research to promote client market presence, competitor benchmarking and satisfaction research, strategy work and quantifying of business opportunities, product testing and development and lastly, market dynamics and shifting trends analysis.

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Our Reach

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.

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Recent Research Projects

ISA Season 2017
February 2017

The latest report by CoreData Research into the Isa market examines the buying behaviour of UK retail investors. The report covers the impact of new rules and limits on Isa investing as well as the mounting pressure advisers and financial intermediaries continue to face thanks to the growing autonomy offered to investors courtesy of online providers. The study, which surveys 3,000 investors in the UK, also covers the attitudes of savers as they look for returns in a low-growth environment and the impact this has on both cash and stocks & shares Isa allocations.

Mifid II Report
December 2016

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.

UK Investment Outlook 2017
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.

Pensions Report
November 2016

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.