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After years of anticipation and debate, auto enrolment has finally begun. To mark such an auspicious occasion, CoreData Research has conducted an analysis of these wide sweeping pension changes, primarily from the perspective of those employees who will be affected; to build a granular understanding of eligible employee behaviour and their reactions in the face of this new reality. read more
This report explores wealth in the UK. Primarily, how individuals view wealth and the relative and absolute attitudes of the British public therein. The behavioural aspect of the study is supported by a range of macro data to reveal both the absolute and relative position of UK investors. read more
This report assesses the present and future incidence of execution-only platform adoption within the UK's financial advisory industry. Critically looking at the purposes behind advisers who are/plan to use them and the charging structures being used/intended. read more
This study seeks to explore the current appetite to save for retirement, whether this has changed, how comfortable savers feel accumulating funds in specific types of vehicles as well as the typical behaviour around retirement planning. read more
The purpose behind i-Sight is to create an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. It’s aim to become leading information service that provides insight to assist businesses in assessing and predicting likely investor behaviour over a given period. read more
This study is an annual 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 developing trends in the market. read more
Coredata Research has identified eight key determinants influencing the level of savings people have, some of these may have more bearing on certain individuals while others may play no role at all in decision making.
This study will deconstruct each of these eight influences on saving and reveal how they impact consumer attitudes and affect long term savings levels. read more
This report details consumer appetite towards saving through the workplace and their inclination for making use of a corporate platform, when one is made available to them.
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. read more
In this study, CoreData Research utilises a measure of managerial efficiency, known as cost efficiency or X-efficiency, to explore the relative efficiency of Britain’s asset management industry, both in terms of its evolution over time and with respect to their competitors. Best practices in the industry and the key drivers underpinning cost-efficiency (or inefficiency) are also identified in this report. read more
With the obligations of the Retail Distribution Review (RDR) almost upon us, after many years in the pipeline, never before have UK financial advisor attitudes been of so much interest.
This report takes an in depth look at British intermediaries and maps out their immediate and medium-term intentions in the post reform landscape. read more