Research: 2010

Annual Direct Investor Research

November 2010

[ View the full report ] This study empowers product manufacturers, advice firms and marketers with the insight required to fully understand what warms direct investors to certain factors within an offering and therefore the best strategies to tailor their products to meet the needs of these investors. The research seeks to deliver product providers […] read more

Annual High Net Worth Investors

November 2010

[ View the full report ] For this study an approach was taken to research the wealthier end of the retail savings and investor market from both an absolute perspective and also a relative positioning to other investors. A sample of more than 1,000 active investors is typically involved in this study, with a distribution […] read more

Financial Adviser Behaviour & Segmentation Review

August 2010

[ View the full report ] This study is an annual CoreData Research project and has a specific focus in seeking to understand the attitudes, outlook and behaviour of Britain’s financial advisers. With a great deal of further change expected in the remaining two-thirds of the year and with so much uncertainty still, from both […] read more

Annual Platform Benchmark Study

July 2010

[ View the full report ] This study is the leading industry syndicated study aimed at delivering administration providers key insights into the shifting demands of independent financial advisers (IFAs) and comprises an array of empirical data that identifies existing and developing trends in the market. In the UK, CoreData has covered the development of […] read more

Self Invested Personal Pensions Report

January 2010

[ View the full report ] This report is a comparison report of SIPP charges in four ‘real-life’ scenarios where an independent financial adviser (IFA) could use a SIPP as the pension vehicle for a client. By using these scenarios as a base, it is possible to overcome some of the problems of producing cost […] read more