Financial Advisers Survey
Requirement
Independent Financial Advisers (IFAs) are a key channel for financial products sales such as funds, pensions and life insurance, in the UK, 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.
A mid-sized life assurer wanted to understand what IFA attitudes were to different products and providers and how this was changing over time.
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 types
Competitors’:
Products
Support and admin
Brand
Customer base
A bi-annual report analyzing key changes in IFA attitudes and selling/advice patterns.
Including feedback on:
Business environment
Impact of regulation
Products types
Competitors’:
Products
Support and admin
Brand
Customer base
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.
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.
Client Benefits and 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 t
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 t