Abstract
Overview
Introduction
A comprehensive analysis of the IFA industry in 2007, providing a definitive
guide to current trends including size, growth, the competitive landscape, and
the effects of key issues, recent regulation, and changes in distribution on
the evolving segmentation and future development of the market
Scope
- Examines five key product categories; single and regular premium life,
single and regular premium pensions, and retail sales of unit trusts and OEICs
- Analyses 2007 Matrix-Data to provide detailed information on the total IFA
market and the competitive landscape
- Utilizes data from the ABI and IMA to size the UK market and its key
distribution channels, and calculate market forecasts up to 2011
- Interviews with senior executives from both sides of the supply chain form
the basis of a comprehensive analysis and forecast of future trends
Report Highlights
Consumers have become well accustomed to approaching IFAs to receive
independent advice on a wide range of investment and financial planning
issues. It is this familiarity that has a key part to play in the overall
dominance of the IFA sector within the distribution landscape of the UK
The RDR, which is currently in its consultative stage, may provide a boost for
alternative channels to redevelop and compete on a more equal footing with the
IFA channel, by effectively eliminating the category of "General IFA,' and
re-organizing industry practice into two categories: "Professional Financial
Advice" and "Primary Advice".
Over the past year, partnership activity between providers and IFAs has been
feverish, with several of the UK' s leading life providers choosing to acquire
well-grounded IFA networks with extensive national reach, such as Sesame and
Bankhall.
Reasons to Purchase
- Access Datamonitor expertise, detailed analysis, and extensive primary
research to gain an insight into the complexities of the current market
- Identify the current changes taking place in the distribution landscape,
and the issues and pressures facing the IFA channel
- Understand the future of the market, and the way in which the IFA channel
is likely to develop over the next five years
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