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?

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

Question Title

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

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

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

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