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Four in 10 active UK investors have already bought an investment ISA ahead of the annual last minute rush into these tax efficient savings tools.

29.7% of all active investors are adamant they will not invest in an investment ISA in the current tax year.

Of those who have already invested in equity ISA for the current year, almost half (46%) have done so up to the threshold limit of £10,680.


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Latest Research

CoreData Research UK offers a large variety of reports:

Investment Funds ISA

January 2012

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

January 2012

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

December 2011

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

December 2011

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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General Insurance Research – Travel Insurance

November 2011

The CoreData Research Travel Insurance Report gives a clear picture of the penetration of travel insurance among British consumers and what drives their satisfaction and their decision to recommend their provider.

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General Insurance Research – Home Insurance

November 2011

According to the Association of British Insurers, the UK home insurance market is the largest in Europe and third largest in the world. It is estimated that 19.6 million households have contents insurance with 16 million holding buildings insurance.

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General Insurance Research – Motor Insurance

November 2011

Today’s motor insurance industry in the UK is defined by the Road Traffic Act, 1988, which requires all motorists to be insured against the liability for injuries to others, and for damage to other people’s property.

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UK Investor Insights – Alternative Investments

November 2011

Investors currently find themselves in a conundrum. The majority appreciate their portfolios should be diversified, but continue to hold most of their investments in ISAs; they know they should be managing risk, but have no idea what to measure; they want an asset class that will provide stable returns through volatile times, but refuse to allocate to absolute return products.

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Life Insurance Report

October 2011

This study is an in-depth assessment of the UK personal protection market, with a specific focus on life insurance, critical illness and income protection.

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Financial Advice Social Media

October 2011

This study takes an in-depth look at UK financial adviser usage, engagement and application of social media; how adviser are using social media, how much time is involves, how much money (either absolute or by default) it costs, and how much impact, if any, any social media activity is having or has had on their businesses.

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