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Independent Financial Advisers Market Assessment 2003


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Previewing a Market Assessment

Published Date :
March 2003find similar
Report Type :
Market Assessmentfind similar
Report Sector :
Financial Servicesfind similar
Price :
£ 575
Contents :
13 Chapters

Table of Contents

The table of contents below is for Independent Financial Advisers 2003

Executive Summary

1. Introduction

2. Strategic Overview

Market Dynamics

Market Sectors

Current Status Of The Market

Largest Sector

Fastest-growing Sector

Slowest-growing Sector

Distribution

Top Ten Ifas

Table: The Top Ten Independent Financial Advisers By Turnover And Size Of Salesforce (££m),

Women

Regional Variations

Consolidation Of The Industry

Product Distribution

Table: Independent Financial Advisers' Share Of New Business Measured By Ape By Product Type (%),-first Quarter Of

Competitive Structure

Number Of Ifas

Advertising/client Recruitment

Table: Main Media Advertising Expenditure On Independent Financial Advice (££000), Years Ending December And

Training

Financial Planning Certificate (fpc)

How Is It Achieved?

Details

Advanced Financial Planning Certificate (afpc)

How Is It Achieved?

Details

Investment Advice Certificate (iac)

How Is It Achieved?

Details

Certificate For Financial Advisers (cefa)

How Is It Achieved?

Details

Regulatory Bodies

Financial Services Authority

Association Of British Insurers

Chartered Insurance Institute

Investment Management Association

Polarisation

Commission And Fees

Recent Regulatory Developments

Depolarisation The Defined Payment System (dps)

The 'menu' Approach

Professional Indemnity Insurance

Financial Services Practitioner Panel Survey

Technology

Consumer Dynamics

Trust

Household Wealth

Market Forecasts

3. Insurance

Background

Structure Of The Uk Insurance Market

Household Expenditure On Insurance

Investment Holdings

Distribution

Total Industry Value And Growth

Table: General Insurance Business By Gross Written Premium And By Source Of Business (££m And %),-2001

Personal Lines

Table: Personal Lines Insurance Business By Gross Written Premium And By Source Of Business (££m And %),-2001

Motor Insurance

Table: Motor Insurance Business By Gross Written Premium And By Source Of Business (££m And %),-2001

Household Insurance

Table: Household Insurance Business By Gross Written Premium And By Source Of Business (££m And %),-2001

Other Personal Lines Insurance

Table: Other Personal Lines Insurance Business By Gross Written Premium And By Source Of Business (££m And %),-2001

Long-term Insurance (life And Pensions)

Table: Total Individual Annual Premium Equivalent By Gross Written Premium And By Source Of Business (££m And%), 1998-2002

4. Mortgages

The Housing Market

Regulation

Mortgage Examinations

Issues In The Market

Sub-prime Lenders

Self-certification Mortgages

Endowment Mortgages

Market Share

Table: Independent Financial Advisers' Market Share Of Mortgages In Gross Advances (%), -first Quarter Of

5. Investments

Background

Distribution

Table: Gross Retail Sales By Distribution Channel (££m),-2002

Table: Isa And Overall Sales By Distribution Channel (%),-2002

Peps And Isas

Corporate Bonds

With-profits Funds And Distribution Bonds

Hedge Funds

Funds Of Funds

Defaults

Table: Number Of Firms Declared In Default, April-1995 To April-2002

6. Pensions

Introduction

The Savings Gap

Saver Summit

Pensions Calculator

Stakeholder Pensions

The Pickering Report

Implications For Ifas

Distribution

Table: Sources Of Individual Pensions New Single Premiums (%),-2002

Table: Sources Of Individual Pensions New Regular Premiums (%),-2002

7. An International Perspective

Introduction

Eu Regulation

Insurance

Macroeconomic Influences

8. Pest Analysis

Political Factors

Economic Factors

Social Factors

Technological Factors

9. Consumer Dynamics

Nop Research

Table: Summary Of Nop Research (% Of Respondents),

Why People Consult Independent Financial Advisers

Attitudes Towards Independent Financial Advisers

Attitudes Towards Financial Advice

Table: Attitudes Towards Previous Sources Of Financial Advice (% Of Respondents),

In The Past I Have Consulted A Tied Agent, With Either A Bank, Building Society Or Insurance Company (s1)

I Have Used The Services Of An Independent Financial Adviser Or Ifa For Short (s2)

Table: Attitudes Towards Financial Advice From Financial Services Organisations Or Family (% Of Respondents),

I Would Consult A Bank, Building Society Or Insurance Company If It Offered A Variety Of Other Companies' Products As Well As Its Own (s3)

I Ask Members Of My Family For Financial Advice (s4)

Table: Attitudes Towards Financial Advice From Friends And Work Colleagues (% Of Respondents),

I Ask Friends Who Are Not Work Colleagues For Financial Advice (s5)

I Ask Work Colleagues For Financial Advice (s6)

Table: Attitudes Towards Consulting Ifas About Life Insurance And Mortgages (% Of Respondents),

I Would Consult An Ifa About Life Insurance (s7)

I Would Consult An Ifa About A Mortgage (s8)

Table: Attitudes Towards Consulting Ifas About Unit Trusts And Equity Investment Portfolios (% Of Respondents),

I Would Consult An Ifa About Unit Trust Investments (s9)

I Would Consult An Ifa About An Equity Investment Portfolio (s10)

Table: Attitudes Towards Consulting Ifas About Tax-efficient Investments And Pensions (% Of Respondents),

I Would Consult An Ifa About Tax-efficient Investments (s11)

I Would Consult An Ifa About Options For My Pension (s12)

Table: Attitudes Towards Consulting Financial Websites And Continued Use Of An Ifa (% Of Respondents),

During The Next Year I Intend To Seek Advice From A Financial Website (s13)

I Have Used An Ifa Before, And Would Use An Ifa Again (s14)

Table: Other Opinions About Ifas (% Of Respondents),

None Of These (s15)

Don't Know (s16)

10. Company Profiles

Introduction

Nationals

Bradford & Bingley

Towry Law

Inter-alliance Group

Hargreaves Lansdown

Hsbc Trust

Networks

Misys

Bankhall

Tenet Group

Berkeley Berry Birch

Burns-anderson

11. The Future

Future Of Financial Services Industry

Forces For Change

Technology

Consumers And The Internet

Ifas And The Internet

Regulation

Ifas Statistical Forecasts

Ifa Share Of Market Sectors

Table: Possible Scenario For Ifa Share Using A Polarised Paradigm (££bn And %),-2007

Table: Possible Scenario For Ifa And Multi-tied Market Share In A Post-depolarised Industry (££bn And %),-2007

12. Further Sources

Associations

Publications

General Sources

Bonnier Information Sources

Government Sources

Independent Financial Advisers