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Personal Finance Society
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Research | 18 Feb 2013
A consumer survey assessing awareness of the financial advice market changes, and the potential benefits of this market.
06 Dec 2012
This article summarises the findings from the latest Chartered research studies. It includes outcomes from consumer research, a study into the views and experiences of corporate Chartered Financial Planners title holders, and other Chartered professions' opinions on the Chartered Financial Planne...
Research | 17 Feb 2016
Research by the Chartered Insurance Institute in late 2015 on how consumers are accessing pensions following the "pensions freedoms" coming into force.
23 Nov 2012
This article continues the outcomes of various research on Chartered status, including consumer research, Corporate Chartered Financial Planner research and Professional referral research. This information can be useful when dealing with other professional and clients.
News items | 01 Dec 2011
The IMA and ABI have announced that they are harmonising their Managed/Mixed Investment sectors to provide greater clarity to consumers, creating consistency and comparability across insurance and investment funds. Both the IMA and ABI conducted qualitative and quantitative consumer research ...
News items | 02 Jul 2018
We've conducted a major research project to find a meaningful way of measuring trust in the insurance profession, and created a tool that will allow it to take practical steps towards building trust.
Research | 02 May 2017
Summary of extensive research into the new Independent Governance Committees set up by defined-contribution pension providers.
Technical articles | 04 Jul 2016
On June 16, the research arm of Protection Review, known as The Syndicate, launched its 2016 report looking at consumer and adviser sentiment regarding protection and financial matters. The research showed that there was very little appetite among consumers to purchase protection products w...
News items | 16 Feb 2015
There is considerable industry speculation about the new pension rules due in April: but what do your clients and pension investors think? This years IoD Symposium explores the issues from a consumer perspective with consumer and industry experts, innovators in product&n...
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