Advice Market 2021 - with questions around the current market conditions and impact of Coronavirus. Chance to win £200 in Amazon Vouchers. Take part and we'll send you a copy of the Adviser Home Report.

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* 1. Which of these best describes you?

Adviser/Planner

Paraplanner

Other - please state below

If other please state

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* 2. How is your firm regulated ?

Directly authorised

Via our network membership

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* 3. In the current market conditions - which of these is closest to your view?

I'm advising clients to de- risk where necessary

Markets are now under valued in the long term so I'm advising clients buy into the right opportunities

I'm advising clients to stick to their plan and asset allocation

Do you have views not covered by the above three alternatives?

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* 4. In terms of the demand for your service - current market conditions and in particular the Coronavirus - what impact will this have for you?

Clients reluctant to consider new plans and investment

Business clients inc self employed are struggling

Increased demand for advice and reassurance

Do you have other comments on this?

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* 5. In terms of your day to day dealings with clients

	Strongly agree	Agree	Neither agree nor disagree	Disagree	Strongly disagree
New clients are a challenge - normally I'd expect a face to face meet to start a relationship	New clients are a challenge - normally I'd expect a face to face meet to start a relationship Strongly agree	New clients are a challenge - normally I'd expect a face to face meet to start a relationship Agree	New clients are a challenge - normally I'd expect a face to face meet to start a relationship Neither agree nor disagree	New clients are a challenge - normally I'd expect a face to face meet to start a relationship Disagree	New clients are a challenge - normally I'd expect a face to face meet to start a relationship Strongly disagree
Not all of our staff are kitted out for remote working - we will need to invest in more lap tops etc	Not all of our staff are kitted out for remote working - we will need to invest in more lap tops etc Strongly agree	Not all of our staff are kitted out for remote working - we will need to invest in more lap tops etc Agree	Not all of our staff are kitted out for remote working - we will need to invest in more lap tops etc Neither agree nor disagree	Not all of our staff are kitted out for remote working - we will need to invest in more lap tops etc Disagree	Not all of our staff are kitted out for remote working - we will need to invest in more lap tops etc Strongly disagree
Our clients have adapted to remote contact	Our clients have adapted to remote contact Strongly agree	Our clients have adapted to remote contact Agree	Our clients have adapted to remote contact Neither agree nor disagree	Our clients have adapted to remote contact Disagree	Our clients have adapted to remote contact Strongly disagree
We can work from home - and deal with clients by phone, email. skype etc	We can work from home - and deal with clients by phone, email. skype etc Strongly agree	We can work from home - and deal with clients by phone, email. skype etc Agree	We can work from home - and deal with clients by phone, email. skype etc Neither agree nor disagree	We can work from home - and deal with clients by phone, email. skype etc Disagree	We can work from home - and deal with clients by phone, email. skype etc Strongly disagree

Other comments?

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* 6. In the last twelve months how would you describe the move to remote working?

	Strongly agree	Agree	Neither agree nor disagree	Disagree	Strongly disagree
Better - we can deal with more clients, without travel costs etc	Better - we can deal with more clients, without travel costs etc Strongly agree	Better - we can deal with more clients, without travel costs etc Agree	Better - we can deal with more clients, without travel costs etc Neither agree nor disagree	Better - we can deal with more clients, without travel costs etc Disagree	Better - we can deal with more clients, without travel costs etc Strongly disagree
Harder - the technology barriers take away the face to face connection	Harder - the technology barriers take away the face to face connection Strongly agree	Harder - the technology barriers take away the face to face connection Agree	Harder - the technology barriers take away the face to face connection Neither agree nor disagree	Harder - the technology barriers take away the face to face connection Disagree	Harder - the technology barriers take away the face to face connection Strongly disagree
Better - we have been able to expand the number of clients we deal with by expanding our geographic reach	Better - we have been able to expand the number of clients we deal with by expanding our geographic reach Strongly agree	Better - we have been able to expand the number of clients we deal with by expanding our geographic reach Agree	Better - we have been able to expand the number of clients we deal with by expanding our geographic reach Neither agree nor disagree	Better - we have been able to expand the number of clients we deal with by expanding our geographic reach Disagree	Better - we have been able to expand the number of clients we deal with by expanding our geographic reach Strongly disagree
Better - we have been able to serve a wider demographic because our costs are lower	Better - we have been able to serve a wider demographic because our costs are lower Strongly agree	Better - we have been able to serve a wider demographic because our costs are lower Agree	Better - we have been able to serve a wider demographic because our costs are lower Neither agree nor disagree	Better - we have been able to serve a wider demographic because our costs are lower Disagree	Better - we have been able to serve a wider demographic because our costs are lower Strongly disagree
Harder - particularly for new clients	Harder - particularly for new clients Strongly agree	Harder - particularly for new clients Agree	Harder - particularly for new clients Neither agree nor disagree	Harder - particularly for new clients Disagree	Harder - particularly for new clients Strongly disagree
Harder - particularly with older clients	Harder - particularly with older clients Strongly agree	Harder - particularly with older clients Agree	Harder - particularly with older clients Neither agree nor disagree	Harder - particularly with older clients Disagree	Harder - particularly with older clients Strongly disagree
Better - particularly for wider family groups in different locations	Better - particularly for wider family groups in different locations Strongly agree	Better - particularly for wider family groups in different locations Agree	Better - particularly for wider family groups in different locations Neither agree nor disagree	Better - particularly for wider family groups in different locations Disagree	Better - particularly for wider family groups in different locations Strongly disagree

Other (please specify)

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* 7. Once restrictions are lifted and we have the option of meeting face to face - do you think you will?

Minimise face to face - try and deal using technology

Move to a combination of digital and face to face

Revert back to pre lockdown

New clients face to face then digital wherever possible

Other (please specify)

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* 8. Which FS providers would you say have been most helpful for your business in the last twelve months?

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* 9. In the last 12 months which types of business has shown

	Individual or family protection	Business protection	Mortgage related	Investments generally	Inheritance planning	Retirement planning	Broader financial planning	Long term care	Multi generational planning
Significant increase	Significant increase Individual or family protection	Significant increase Business protection	Significant increase Mortgage related	Significant increase Investments generally	Significant increase Inheritance planning	Significant increase Retirement planning	Significant increase Broader financial planning	Significant increase Long term care	Significant increase Multi generational planning
Some increase	Some increase Individual or family protection	Some increase Business protection	Some increase Mortgage related	Some increase Investments generally	Some increase Inheritance planning	Some increase Retirement planning	Some increase Broader financial planning	Some increase Long term care	Some increase Multi generational planning
No change	No change Individual or family protection	No change Business protection	No change Mortgage related	No change Investments generally	No change Inheritance planning	No change Retirement planning	No change Broader financial planning	No change Long term care	No change Multi generational planning
Some decrease	Some decrease Individual or family protection	Some decrease Business protection	Some decrease Mortgage related	Some decrease Investments generally	Some decrease Inheritance planning	Some decrease Retirement planning	Some decrease Broader financial planning	Some decrease Long term care	Some decrease Multi generational planning
Significant decrease	Significant decrease Individual or family protection	Significant decrease Business protection	Significant decrease Mortgage related	Significant decrease Investments generally	Significant decrease Inheritance planning	Significant decrease Retirement planning	Significant decrease Broader financial planning	Significant decrease Long term care	Significant decrease Multi generational planning

Are there any other business areas you'd like to comment on?

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* 10. To support you in developing income protection or key person cover ( unable to work due to illness or accident ) which of the following are important?

	Strongly agree	Agree	Neither agree nor disagree	Disagree	Strongly disagree
Underwriting - current requirements	Underwriting - current requirements Strongly agree	Underwriting - current requirements Agree	Underwriting - current requirements Neither agree nor disagree	Underwriting - current requirements Disagree	Underwriting - current requirements Strongly disagree
One to one support	One to one support Strongly agree	One to one support Agree	One to one support Neither agree nor disagree	One to one support Disagree	One to one support Strongly disagree
Webinars	Webinars Strongly agree	Webinars Agree	Webinars Neither agree nor disagree	Webinars Disagree	Webinars Strongly disagree
CPD Content	CPD Content Strongly agree	CPD Content Agree	CPD Content Neither agree nor disagree	CPD Content Disagree	CPD Content Strongly disagree
Guides and client material	Guides and client material Strongly agree	Guides and client material Agree	Guides and client material Neither agree nor disagree	Guides and client material Disagree	Guides and client material Strongly disagree

Other (please specify)

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* 11. Which of these has changed over the last 12 months?

	Sustainable investments	Use of passive funds	Use of active funds	Use of alternatives - EIS, VCT etc	Use of investment trusts
Significant increase	Significant increase Sustainable investments	Significant increase Use of passive funds	Significant increase Use of active funds	Significant increase Use of alternatives - EIS, VCT etc	Significant increase Use of investment trusts
Some increase	Some increase Sustainable investments	Some increase Use of passive funds	Some increase Use of active funds	Some increase Use of alternatives - EIS, VCT etc	Some increase Use of investment trusts
No change	No change Sustainable investments	No change Use of passive funds	No change Use of active funds	No change Use of alternatives - EIS, VCT etc	No change Use of investment trusts
Some decrease	Some decrease Sustainable investments	Some decrease Use of passive funds	Some decrease Use of active funds	Some decrease Use of alternatives - EIS, VCT etc	Some decrease Use of investment trusts
Significant decrease	Significant decrease Sustainable investments	Significant decrease Use of passive funds	Significant decrease Use of active funds	Significant decrease Use of alternatives - EIS, VCT etc	Significant decrease Use of investment trusts

Other (please specify)

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* 12. How would you describe your overall business confidence compared to this time last year?

Much more confident

More confident

No change

Less confident

Much less confident

Other (please specify)

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* 1. Which of these best describes you?

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* 2. How is your firm regulated ?

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* 3. In the current market conditions - which of these is closest to your view?

Question Title

* 4. In terms of the demand for your service - current market conditions and in particular the Coronavirus - what impact will this have for you?

Question Title

* 5. In terms of your day to day dealings with clients

Question Title

* 6. In the last twelve months how would you describe the move to remote working?

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* 7. Once restrictions are lifted and we have the option of meeting face to face - do you think you will?

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* 8. Which FS providers would you say have been most helpful for your business in the last twelve months?

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* 9. In the last 12 months which types of business has shown

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* 10. To support you in developing income protection or key person cover ( unable to work due to illness or accident ) which of the following are important?

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* 11. Which of these has changed over the last 12 months?

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* 12. How would you describe your overall business confidence compared to this time last year?

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* 13. So we can send you a summary report and enter you in our prize draw to win £200 in Amazon Vouchers-please state your email address - thanks