Partner Surveys

Partner survey for Financial advisers and Paraplanners - Help us get the Facts

It is over a year since we surveyed you for the Heath Report 3 and so much has changed. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Future of Advice Survey results

Square Mile recently surveyed a number of UK Financial Advisers to ascertain more information on how they run their businesses, spend their time, construct their investment proposition and where they see most growth in the future. more...

Partner Survey for Financial Advisers and Paraplanners - Square Mile: Future of Advice Survey

Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come – regulatory, technological, markets etc, it is important that advisers are prepared for the future. more...

Partner Survey for Financial Advisers - Zurich: What IFAs & Advisers Want?

Zurich have commissioned Panacea Adviser and Harris Interactive, a market research company, to conduct research into IFA and Adviser relationships with providers. more...

Panacea report for Financial Advisers and Paraplanners - What are we and where do we go from here? A report on the future of advice

With so many regulatory changes being made, more to come, along with the rise of new technologies and Baby Boomers continuing to age, it seems that we are looking at a number of disruptions to the status quo. more...

Investment news for Financial Advisers & Paraplanners - Defaqto: Investment bond service review 2019

Results of our latest service review for investment bond providers are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. more...

Survey results for Financial Advisers and Paraplanners - FundsNetwork: Business challenges facing financial advisers

80% of advisers say that compliance burden and regulatory change are among their top three business challenges. Time and money, moving goalposts and client engagement are the main reasons cited. Take a look at FundsNetwork’s research, to find out what else keeps your peers awake at night and some ideas to tackle these challenges. more...

Protection update for Financial Advisers and Paraplanners - Defaqto: Protection service review 2019

With many providers offering similar products, service is now often one of the key differentiators for advisers. As part of Defaqto’s protection service satisfaction survey, advisers ranked ‘claims handling and administration' and ‘new business processing’ the most important aspect of service. more...

Partner surveys for Financial Advisers and Paraplanners - Defaqto: Service surveys: prize draw winner announced!

During the summer, we ran our annual Defaqto surveys looking at the service advisers receive from their DFMs, investment bond, pension, platform and protection providers. These surveys are the basis for our Service Ratings, which, unlike Star and Diamond Ratings, are based solely on the opinion of advisers. more...

Protection news for Financial advisers and Paraplanners - UnderwriteMe: New survey highlights 60% of advisers are ready for October IDD deadline

UnderwriteMe has released the results of a survey among 101 advisers and mortgage brokers who sell protection insurance, which highlights that three in five (60%) are ready for the Insurance Distribution Directive (IDD) deadline of 1st October 2018. more...

Survey results for Financial Advisers & Paraplanners - NS&I: Latest Advocacy Survey Results

A recent NS&I survey has revealed that our advocacy score amongst financial advisers is now up to 8.5 out of 10 in response to the question “How likely are you to recommend NS&I to your clients?” more...

Business development for Financial Advisers and Paraplanners - Later Life Education

Following the introduction of pensions freedom and choice the need and demand for guidance and advice has exploded. The flexibility of drawdown is no longer restricted to the wealthy but available to all so they can manage their lives in accordance to needs and objectives. more...

Investment survey for Financial Advisers & Paraplanners - NS&I survey reveals that security prevails as clients’ top priority over inflation risk

• Clients feel that the security of their savings is more important than the risk of inflation eroding their returns • More advisers recommending larger cash holdings – as predicted in January’s survey • Advisers reveal views on broader issues affecting investment performance more...

Protection news for Financial Advisers and Paraplanners - Scottish Widows: Clinical study highlights savings worries risk to mental health

As the nation continues to open up on mental health issues, research released today as part of Mental Health Awareness Week (8-14 May 2017) by Scottish Widows shows that one in six of us has suffered psychological problems as a result of money concerns. more...

Technology update for Financial Advisers and Paraplanners - New Software Survey and Analysis from across the pond

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful features. Even the most basic questions are being turned on their heads. more...

Partner survey for Financial Advisers and Paraplanners - FundsNetwork Survey

For the chance to win £75 of John Lewis gift vouchers please complete this survey. The questions should take less than 2 minutes to complete. more...

Investment news for Financial Advisers and Paraplanners - Fidelity: Our survey - see how your peers voted

At the end of last year, we surveyed more than 450 financial advisers to understand how they see the investment outlook for 2017, the asset classes they are focusing on and what sectors are important for their clients’ portfolios. more...

Investment News for Financial Advisers and Paraplanners - Schroders: Financial advice, please!

We surveyed 20,000 people in 28 countries about their understanding of investments. more...

Investment survey for Financial Advisers and Paraplanners - M&G Survey: Perception vs. Reality

Perception vs Reality: uncovering valuable insights into the public’s view of the economy, their finances and how these could be affecting their income realities. more...

Protection survey fro Financial Advisers and Paraplanners - Royal London: Relationships used to matter. Nowadays we think they still should.

Strong relationships are built around good communication. So when advisers gave us feedback on our underwriting last year, we listened. more...

Pension News for Financial Advisers and Paraplanners - Canada Life: Survey of advisers about Fixed Term Income Products

‘Pensions Freedom' is a year old. What are your views of the current landscape for retirement income advice? As an adviser we would really like to hear your views. more...

Investment News for Financial Advisers and Paraplanners - Fidelity: Analyst Survey 2016: Mind the gap

Once a year we survey all of our analysts, collating their individual views to build a picture from the bottom up. One of the survey’s strongest finding is the growing gap between emerging and develop markets. Are the headwinds in emerging markets likely to persist for the rest of 2016? more...

DFM Survey for Financial Advisers - RSM: DFM Survey

RSMR are seeking views from Advisers around the current and potential use of DFM’s to help gauge the demand for independent research and due diligence to help with the selection and ongoing monitoring process. more...

Survey for Financial Advisers and Paraplanners - Boring Money: Identifying products for certain tribes

Boring Money would like to ask advisers for some help in identifying products that certain groups of people need at key stages in their life. more...

First | ... Last