100%
Adviser 'Pulse' Survey
About you
Full name
Email address
Rank the following new business generation methods in order of importance to you achieving your Sales target, over the next 12 months
(1 = most important, 5 = least important)
Online lead generation, using social media
-- Select --
1
2
3
4
5
Cold calling
-- Select --
1
2
3
4
5
Encouraging/incentivising existing client referrals to their friends/family
-- Select --
1
2
3
4
5
‘Top ups’ from existing clients
-- Select --
1
2
3
4
5
Other
-- Select --
1
2
3
4
5
Please provide details
What are your new business expectations for the next 12 months?
Broadly flat/similar to the previous 12 month period
An increase of 10-20%
An increase of 20-40%
An increase of 40-80%
A decrease of 10-20%
A decrease of 20-40%
A decrease of 40-80%
Other (please provide details)
Rank the following barriers in order of their threat to you writing new business over the next 12 months
(1 = biggest threat, 6 = least threat)
Interest rates
-- Select --
1
2
3
4
5
Inflation
-- Select --
1
2
3
4
5
Political issues
-- Select --
1
2
3
4
5
Market performance
-- Select --
1
2
3
4
5
Other
-- Select --
1
2
3
4
5
Please provide details
Rank the following attributes of a savings & investment provider in order of its importance to
you
, when making a recommendation to your clients
(1 = most important, 9 = least important)
Size/AUM
-- Select --
1
2
3
4
5
6
7
8
9
Regulatory jurisdiction
-- Select --
1
2
3
4
5
6
7
8
9
Heritage/continuity
-- Select --
1
2
3
4
5
6
7
8
9
Relationship with representative
-- Select --
1
2
3
4
5
6
7
8
9
Customer service
-- Select --
1
2
3
4
5
6
7
8
9
Technology
-- Select --
1
2
3
4
5
6
7
8
9
Product & Fund proposition
-- Select --
1
2
3
4
5
6
7
8
9
ESG commitment of provider
-- Select --
1
2
3
4
5
6
7
8
9
Other
-- Select --
1
2
3
4
5
6
7
8
9
Please provide details
Rank the following attributes of a savings & investment provider in order of its importance to
your client
, when committing to a medium to long term plan
(1 = most important, 7 = least important)
Size/AUM
-- Select --
1
2
3
4
5
6
7
Brand
-- Select --
1
2
3
4
5
6
7
Investment security
-- Select --
1
2
3
4
5
6
7
Investment return
-- Select --
1
2
3
4
5
6
7
Access to investment
-- Select --
1
2
3
4
5
6
7
‘Hard currency’ access
-- Select --
1
2
3
4
5
6
7
Other
-- Select --
1
2
3
4
5
6
7
Please provide details
In order from 1-5, how do you think your clients will prioritise their monthly disposable income?
(1 = Most important, 5 = Least important)
Luxuries - Bags / Clothing / Holidays/ Cars
-- Select --
1
2
3
4
5
6
Retirement Savings
-- Select --
1
2
3
4
5
6
Education planning
-- Select --
1
2
3
4
5
6
DIY Investment
-- Select --
1
2
3
4
5
6
Leave monies in bank as cash
-- Select --
1
2
3
4
5
6
Other
-- Select --
1
2
3
4
5
6
Please specify
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