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CoreData’s Digital Intimacy Report finds people are more likely to take action when allowed to experience the brand on their terms and not have messages pushed onto them. A quarter’s response to online marketing depends on how much they trust the brand in question.

Stocks and shares Isa ownership among women is low. If levels of stocks and shares (S&S) Isas are brought in line with those of males, the industry could see an estimated pot of £8.83bn flowing into these products.

24.5% of people were primarily motivated to start thinking about estate planning by starting a family, 23.1% claimed they had simply reached a certain age, and 14.3% were encouraged to think about estate planning by financial advisers.

28.8% of women and 14.3% of men claim their most trusted adviser on estate planning issues is a family friend.

25.0% of 45-54 year olds and 33.3% of 65-74 year olds say they openly discuss wealth in their families, as well as 61.5% of the 35-44 age group.

Investors believe UK and European shares will dominate the first half of 2014, with sentiment shifting heavily in their favour at the expense of both emerging and frontier markets.


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Research

UK High Net Worth Research 2013

September 2013

Wealth continues to be a hot topic of conversation in the UK. Whether it is asset managers, financial advisers or the general public there has been an unwavering demand to understand this stratum of investors. While the mass market is counting the pennies, the press (and consequently the general public) has become obsessed with how the wealthy live out their lives in a vacuum away from the wider global financial concerns. The report compares HNW investors to less affluent investors in terms of their investment knowledge, goals and main concerns in 2013. The risk/return approach and the interaction with financial advisers by both segments are also covered which unveils what makes the typical HNW investor tick. read more

UK Investment Trusts: A Post-RDR Examination

September 2013

Investment trusts are often overlooked collective investment vehicles that could play a vital role in an investment portfolio. This research report aims to reveal the impediments are more likely to be based on a psychological bias that often acts as an entry barrier before even any consideration is made of the evidence for investment trusts and that in fact, some of the ‘negative issues’ can actually become advantages for investment trusts. Moreover, this paper purports that claims of limited access to investment trusts is a somewhat exaggerated issue and rather the biggest drag is found somewhere between adviser and investor. read more

Investment Platform Research 2013

July 2013

Regulatory change, fierce competition and the shifting demands of the market all combine to impact on the cost, income and general viability of platforms. As a result platforms are requiring even greater scale in order to thrive, along with cost effective maintenance and (where possible) value-adding effective enhancements. This annual syndicated study aims to deliver key insights to administration providers on the shifting demands of independent financial advisers (IFAs) with an array of empirical data that identifies developing trends in the market. read more

Investor i-Sight Attitudinal Barometer 2nd Half 2013

July 2013

The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. It is a leading information service and provides insight to assist businesses in assessing likely investor behaviour over a given period. The research is a data tracker of decision-making factors among Britain’s retail investor sector and covers 28 different investment types allowing investment companies to track levels of specific fund appeal over rolling six-month periods. The respondents are distributed across five key wealth segments, six key age demographics and sex read more

Grassroots Distribution – Mapping Adviser Use

June 2013

With the onset of high national debt levels, slow economic growth at home and uncertain global markets, more people begin to realise the importance of managing their future savings plans. The central importance of fund investments and adviser services in achieving these goals become more apparent as individuals become more aware that they will be unable to live well on basic savings and state pensions. The Grassroots Distribution Report analyses data on adviser use and demographic characteristics of a large sample of individuals across the United Kingdom to provide a ‘map’ of where adviser use is most prevalent, and where it may be increasing or declining over the next few years. read more

Financial Advice: Supply and Demand

May 2013

With RDR I now behind them, advisers and product providers are coming to terms with the new regime and the various related changes to business life. The industry now turns its attention to RDR II with the seemingly final nail in the coffin for rebates, the deadline for 2016 to cease trail commission, and the raging debate over the merits of super clean share classes and preferential pricing deals. The report examines the relationship between demographic change and the increased use of technology in researching, purchasing and managing financial products, as well as the distribution of investment products, particularly the demand for financial advisory services. read more

Buyer Behaviour 2013

May 2013

An analysis of buyer behaviour in the insurance and mortgage markets is useful to ensure that companies can efficiently capture consumers’ attention, and are still meeting their needs in light of recent market changes. This report looks at the insurance and mortgage markets, and aims to better understand consumer behaviour in these markets to provide insight which can be used by providers to find and make the most of available opportunities. Survey respondents were queried on their ownership of financial products, use of advisers and how they shopped for insurance and mortgages. read more

Discretionary Fund Manager Research

April 2013

The continued cost and regulatory pressures from the implementation of the Retail Distribution Review are continuing to hit the IFA market. According to recent figures, the number of advisers has fallen by 20 per cent following its introduction, with around 20,000 remaining in the UK. This report will outline core discretionary manager considerations such as investment philosophy and their core proposition as a business. Tools and metrics DFMs use to identify strategy are highlighted and current asset allocation splits are also estimated. read more

2013 Stocks & Shares/Cash ISA Research

March 2013

Traditionally the Cash ISA has been the more favoured vehicle compared to its Stocks and Shares ISA sibling. However with Cash rates in the doldrums and confidence returning to equity markets, 2013 is likely to herald a closing of the gap between those who hold the former versus the latter. This research is based on primary attitudinal data gathered as part of an annual study into the UK’s ISA market – covering both Cash and Stocks and Shares ISAs. This year the story is all about the opportunities in the S&Ss ISA market! read more

UK Beyond Retirement

February 2013

As the Baby Boomer generation reaches retirement age, the United Kingdom faces a major demographic, economic and social challenge as its largest age cohort cease working and begin drawing on their pension pots and other benefits accrued during their working life. This research use primary data to assess expected pension shortfalls among various segments of the Baby Boomer generation and models the benefits of both remaining actively invested post the standard retirement age and also extending one’s working life. read more

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