CoreData’s Digital Intimacy Report finds people are more likely to take action when allowed to experience the brand on their terms and not have messages pushed onto them. A quarter’s response to online marketing depends on how much they trust the brand in question.

Stocks and shares Isa ownership among women is low. If levels of stocks and shares (S&S) Isas are brought in line with those of males, the industry could see an estimated pot of £8.83bn flowing into these products.

24.5% of people were primarily motivated to start thinking about estate planning by starting a family, 23.1% claimed they had simply reached a certain age, and 14.3% were encouraged to think about estate planning by financial advisers.

28.8% of women and 14.3% of men claim their most trusted adviser on estate planning issues is a family friend.

25.0% of 45-54 year olds and 33.3% of 65-74 year olds say they openly discuss wealth in their families, as well as 61.5% of the 35-44 age group.

Investors believe UK and European shares will dominate the first half of 2014, with sentiment shifting heavily in their favour at the expense of both emerging and frontier markets.



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Workplace Saving Review

March 2011

[ View the full report ]

The Workplace Investing & Savings study is an extensive piece of work looking at the attitudes of employees working across a broad range of the top 350 listed companies in the UK.

The aim of the study is to better understand what role the workplace has in shaping and facilitating attitudes towards saving and investing across different industries.

With auto enrolment now a certainty and NEST set to play a big part in the process, CoreData Research has opted to consider the opinions of those working in the largest publicly listed companies in the country.

The rationale behind this is that the auto-enrolment obligations of employers will be a tiered and staggered process – starting with the biggest firms and filtering down to smaller companies over a four to five year period. And also due to the fact that its impact will resonate more in the private sector than in the public sector arena.

Why listed companies?

From an employee (flexible) benefits perspective, we believe listed companies have the broadest range of tools and options at their disposal – initiatives such as Employee (or Executive) Share Plans (ESPs) and Saving Investing Plans – through which to engage and potentially influence employees from a savings and investment perspective.

A view of employee savings and investment attitudes across 18 industry sectors, which are:

  • Oil & Gas
  • Chemicals
  • Construction & Materials
  • Industrial Goods & Services
  • Automobiles & Parts
  • Food & Beverage
  • Personal & Household Goods
  • Health Care
  • Retail
  • Media
  • Travel & Leisure
  • Telecommunications
  • Utilities
  • Banking
  • Financial Services
  • Insurance
  • Real Estate
  • Technology

The research also considers the likely role to be played by each of the following in people’s saving plans:

  • Self-Invested Personal Pensions (SIPP)
  • Private Pensions
  • Occupational Pension Schemes
  • State Pensions
  • NEST
  • Investments held outside a pension (shares, bonds, cash, gold, etc.)
  • Primary place of residence
  • Other property investments

Insight into Employee Share Plan (ESP) participation and the role they play within broader savings and pension behaviour.

Levels of comfort employees have with investing in different types of products.

Attitudinal assessment of individuals towards saving and financial matters, such as levels of financial security, post-retirement money worries, future financial planning and levels of difficulty in making decisions on money related matters.