Consumers

Work, Wealth and Wellbeing.

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Recent Research Projects

Investment Funds ISA

The aim of this study is to increase understanding of those investors who currently invest in investment ISAs and who plan to allocate more money to this product type going forward. It covers the demographics, behaviour and appetite of those who invest in ISAs, and forecasting expected asset flows into this type of investment.

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i-Sight Investor Attitudinal Barometer

i-Sight is a twice-a-year innovative and leading research tool for the enhanced understanding of Britain’s millions of active retail investors. With a focus on attitudes towards a broad range of sector and fund types, i-Sight provides insight to assist businesses in assessing and predicting investor behaviour over a given period.

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Funds Management

This report looks to examine the likely adoption and take-up rates of certain types of products and investment structure available in the market but that may not be widely used or appreciated by the majority of investors at this point in time.

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Consumer Advice Fee Threshold Research

This report highlights the needs and expectations of consumers on whom the whole advice value chain depends. If people are not willing to pay for advice, then IFAs have no business, which in turn creates obvious issues for investment platforms and distribution issues for product manufacturers.

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