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Financial Advisers Survey
  • 1. Requirement
  • Requriement

  • Independent Financial Advisers (IFAs) are a key channel for financial products sales such as funds, pensions and life insurance, with more than half of sales being driven through this channel.A mid-sized life assurer wanted to understand what IFA attitudes were to different products and providers and how this was changing over time.
  • 2. Solution
  • Solution

  • Report:
    A bi-annual report analyzing key changes in IFA attitudes and selling/advice patterns
    Including feedback on:
    Business environment
    Impact of regulation
    Products typesCompetitors:
    Products
    Support and admin
    Brand
    Customer base
    Database:Raw data file in SPSS
  • 3. Methodology
  • Methodology

  • We conducted research through:-
    Longitudinal study of 100 IFAs in the UK market, conducted on a by annual basis.
    80 online surveys for pure quantitative data.
    20 phone-based surveys for more detailed qualitative inputs.
    Panel based respondents with a high level of continuity between surveys.
  • 4. Client Benefits & Feedback
  • Client Benefits & Feedback

  • The client uses the survey to cross-reference information provided by its own sales team.
    The survey allows the insurer to understand the impact of marketing and its relative position to other providers.
    Advisers opinions and concerns are be monitored to feed into marketing strategies.

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