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CoreData Research offers a large variety of reports:
[ View the full report ] 2016 marked one of the most politically eventful times in Western history. The unanticipated vote by Britain to leave the European Union and the election of a nationalist demagogue to the presidency of the United States both threaten to upend several decades of closer economic and political integration. A myriad of […] read more
[ View the full report ] Almost 50 million consumers in the UK have pension savings – that is 71% of the population. But this counts for very little if they are not given adequate guidance around how to ensure savings last throughout retirement. With 67% of individuals planning to rely on the state pension, there is […] read more
[ View the full report ] Saving more money can lead to increased confidence in the economy and one’s household finances. Individuals who save more are likely to be more amenable to new companies’ offers and tend to shop around more and be more open to taking on investment risk, as evidenced by their higher subscription to […] read more
[ View the full report ] The fourth CoreData Isa report examines the buying behaviour of UK retail investors for the 2016/17 Isa season. It also looks at the reforms brought into play in 2016 and further changes being made to rejuvenate the Isa landscape and bolster investor engagement. The buying behaviour of retail investors is of […] read more
[ View the full report ] Some may say advisers in the UK are lucky, that they are ahead of the regulation game. 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 […] read more
[ View the full report ] 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 […] read more
[ View the full report ] The pensions industry has been hit by a tsunami of regulation over the last few years including auto-enrolment, pension freedoms and changes to the state pension and lifetime and annual allowance. The March 2016 Budget saw the introduction of the controversial Lifetime Isa, along with proposals for a pensions dashboard and […] read more
[ View the full report ] Despite well ingrained confidence in active management, advisers expect an average 5.2% return in the long term and institutional investors are not much more optimistic with anticipated returns of 7.3%. This is less than the return generated by FTSE 100 which, as at September 2016, had generated 10.1% in annualized returns […] read more
[ View the full report ] First there was Fintech. And then there was Regtech. Both phenomena stem from the same tech family and both are shining examples of how Britain rules the waves when it comes to applying technology to finance and innovation in financial services. Regtech refers to firms and solutions which use innovative technologies […] read more
[ View the full report ] The rapid rise of investment outsourcing in the past 10 to 15 years shows no signs of slowing down as advisory business models continue to evolve in the wake of market volatility and the ever-changing regulatory process. Industry estimates put the number of advisers using Discretionary Fund Managers (DFMs) at around […] read more