Abstract
Overview
Introduction
Financial Advisors' Views of Product Innovation uses information from
Datamonitor' s quarterly survey of financial advisors to assess their views of
newly launched financial products, it examines what products appeal to them
and which providers they most commonly use. The report presents the views of
over 100 randomly selected IFAs.
Scope
- This report gauges financial advisor opinion toward a selection of life
and mutual fund providers.
- This report examines the opinions of financial advisors in relation to the
launch of a series of innovative financial products.
- This report profiles key providers of offshore bond investments, variable
annuity products and self-invested personal pensions in the UK market.
Report Highlights
Of the surveyed IFAs, the majority of their business was conducted in pensions
and life-based investment products, while a large proportion of advisors
claimed that mortgage products accounted for no part of their business.
The majority of surveyed financial advisors stated that they prefer variable
annuities over traditional annuities for producing income, while they also
said that they significantly favour income drawdown for income generation over
variable annuities.
The majority of financial advisors offer their customers offshore bond
investments, while the most commonly used providers for this investments
include Skandia, Standard Life and Norwich Union. Most advisors use offshore
bonds for investment and inheritance tax planning.
Reasons to Purchase
- Gain insights from financial advisors' opinion on newly launched
investment products.
- Review profiles of leading providers in the offshore bond investment,
variable annuity product and self-invested personal pension markets.
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