We are very keen to know what subjects you'd like to see covered in our Adviser Guides. Your responses are completely confidential as always. Enter for your chance to win a £250 Amazon Voucher.
Will take just two to three minutes.

Research open only to UK financial advisers/planners

Would you help us with this research - should only take a couple of minutes - and we will enter you for a draw to win a £250 Amazon Voucher. Many thanks for your assistance.

Question Title

1. Which of these Guide subjects would you be interested in? (Required.)

	Very interested	Interested	Not of interest
Smoothed Funds	Smoothed Funds Very interested	Smoothed Funds Interested	Smoothed Funds Not of interest
Business Relief	Business Relief Very interested	Business Relief Interested	Business Relief Not of interest
Tax Efficient Investments ( alternatives )	Tax Efficient Investments ( alternatives ) Very interested	Tax Efficient Investments ( alternatives ) Interested	Tax Efficient Investments ( alternatives ) Not of interest
IHT	IHT Very interested	IHT Interested	IHT Not of interest
Investing in Cypto currency	Investing in Cypto currency Very interested	Investing in Cypto currency Interested	Investing in Cypto currency Not of interest
Corporate Protection	Corporate Protection Very interested	Corporate Protection Interested	Corporate Protection Not of interest
EIS	EIS Very interested	EIS Interested	EIS Not of interest
SEIS	SEIS Very interested	SEIS Interested	SEIS Not of interest
MPS v Multi Asset v DFM	MPS v Multi Asset v DFM Very interested	MPS v Multi Asset v DFM Interested	MPS v Multi Asset v DFM Not of interest
Structured Products	Structured Products Very interested	Structured Products Interested	Structured Products Not of interest
The use of Investment Bonds in financial planning	The use of Investment Bonds in financial planning Very interested	The use of Investment Bonds in financial planning Interested	The use of Investment Bonds in financial planning Not of interest
Estate Planning	Estate Planning Very interested	Estate Planning Interested	Estate Planning Not of interest
Sustainable Investing and ESG	Sustainable Investing and ESG Very interested	Sustainable Investing and ESG Interested	Sustainable Investing and ESG Not of interest
Retirement - accumulation	Retirement - accumulation Very interested	Retirement - accumulation Interested	Retirement - accumulation Not of interest
Retirement - decumulation	Retirement - decumulation Very interested	Retirement - decumulation Interested	Retirement - decumulation Not of interest
Intergenerational wealth planning	Intergenerational wealth planning Very interested	Intergenerational wealth planning Interested	Intergenerational wealth planning Not of interest
Private Medical Insurance	Private Medical Insurance Very interested	Private Medical Insurance Interested	Private Medical Insurance Not of interest
Individual Protection	Individual Protection Very interested	Individual Protection Interested	Individual Protection Not of interest
VCTs	VCTs Very interested	VCTs Interested	VCTs Not of interest
Using natural income effectively	Using natural income effectively Very interested	Using natural income effectively Interested	Using natural income effectively Not of interest
The rise of alternative retirement products	The rise of alternative retirement products Very interested	The rise of alternative retirement products Interested	The rise of alternative retirement products Not of interest

Other (please specify)

Question Title

2. Which of these areas concerning your business and advice process are of interest for an Adviser Guide? (Required.)

	Very interested	Interested	Not interested
How to re-platform painlessly	How to re-platform painlessly Very interested	How to re-platform painlessly Interested	How to re-platform painlessly Not interested
Suitability processes	Suitability processes Very interested	Suitability processes Interested	Suitability processes Not interested
Communication with clients on advice issues	Communication with clients on advice issues Very interested	Communication with clients on advice issues Interested	Communication with clients on advice issues Not interested
Client Segmentation	Client Segmentation Very interested	Client Segmentation Interested	Client Segmentation Not interested
Integrating AI, Automation and enabling technology	Integrating AI, Automation and enabling technology Very interested	Integrating AI, Automation and enabling technology Interested	Integrating AI, Automation and enabling technology Not interested
Consumer Duty	Consumer Duty Very interested	Consumer Duty Interested	Consumer Duty Not interested
Cashflow Modelling	Cashflow Modelling Very interested	Cashflow Modelling Interested	Cashflow Modelling Not interested
Advising vulnerable customers	Advising vulnerable customers Very interested	Advising vulnerable customers Interested	Advising vulnerable customers Not interested
Building a profitable client centric advice process	Building a profitable client centric advice process Very interested	Building a profitable client centric advice process Interested	Building a profitable client centric advice process Not interested
How to reduce the "advice gap" and make a profit	How to reduce the "advice gap" and make a profit Very interested	How to reduce the "advice gap" and make a profit Interested	How to reduce the "advice gap" and make a profit Not interested
Business Development Ideas for your practice	Business Development Ideas for your practice Very interested	Business Development Ideas for your practice Interested	Business Development Ideas for your practice Not interested

Other (please specify)

Question Title

* 1. Which of these Guide subjects would you be interested in? (Required.)

Question Title

* 2. Which of these areas concerning your business and advice process are of interest for an Adviser Guide? (Required.)

Question Title

* 3. So we can enter you in our prize draw to win £250 in Amazon Vouchers please state your name and business email

1. Which of these Guide subjects would you be interested in? (Required.)

2. Which of these areas concerning your business and advice process are of interest for an Adviser Guide? (Required.)

3. So we can enter you in our prize draw to win £250 in Amazon Vouchers please state your name and business email