business.unbiased.co.uk GetAdvised survey Question Title * 1. Which area of advice do you feel clients value most? Pensions Mortgages Investments / savings Protection General finance health check / review Setting financial goals IHT / tax planning Long term care Don’t know Other Please tell us why they value this area of advice the most (if you chose other please also let us know the advice area) Question Title * 2. Is there an area of advice, with which you find it easiest to engage your younger clients? Pensions Mortgages Investments / savings Protection General finance health check / review Setting financial goals IHT / tax planning Long term care Don’t know Other Please tell us why they are most engaged with this area of advice (if you chose other please also let us know the advice area) Question Title * 3. Thinking generally about your clients, is there a pattern they follow in terms of what they seek advice on and the order in which they do so (an ‘advice life cycle’)? If yes, please rank the options below in the order advice is sort (1 being first, 8 being last). 1 - first 2 3 4 5 6 7 8 - last Pensions Pensions 1 - first Pensions 2 Pensions 3 Pensions 4 Pensions 5 Pensions 6 Pensions 7 Pensions 8 - last Mortgages Mortgages 1 - first Mortgages 2 Mortgages 3 Mortgages 4 Mortgages 5 Mortgages 6 Mortgages 7 Mortgages 8 - last Investments / savings Investments / savings 1 - first Investments / savings 2 Investments / savings 3 Investments / savings 4 Investments / savings 5 Investments / savings 6 Investments / savings 7 Investments / savings 8 - last Protection Protection 1 - first Protection 2 Protection 3 Protection 4 Protection 5 Protection 6 Protection 7 Protection 8 - last General finance health check / review General finance health check / review 1 - first General finance health check / review 2 General finance health check / review 3 General finance health check / review 4 General finance health check / review 5 General finance health check / review 6 General finance health check / review 7 General finance health check / review 8 - last Setting financial goals Setting financial goals 1 - first Setting financial goals 2 Setting financial goals 3 Setting financial goals 4 Setting financial goals 5 Setting financial goals 6 Setting financial goals 7 Setting financial goals 8 - last IHT / tax planning IHT / tax planning 1 - first IHT / tax planning 2 IHT / tax planning 3 IHT / tax planning 4 IHT / tax planning 5 IHT / tax planning 6 IHT / tax planning 7 IHT / tax planning 8 - last Long term care Long term care 1 - first Long term care 2 Long term care 3 Long term care 4 Long term care 5 Long term care 6 Long term care 7 Long term care 8 - last Question Title * 4. In your experience, which trigger points prompt people to seek advice? Please tick all that apply: Buying a first property Buying a second property Having received an inheritance Starting a new job Having a family Getting married Illness Divorce Children nearing university age Approaching retirement We have not noticed any trigger points Other If other, please state Question Title * 5. In your opinion, at which life stage is professional advice most beneficial to consumers? Buying a first property Buying a second property Having received an inheritance Starting a new job Having a family Getting married Illness Divorce Children nearing university age Approaching retirement Other If other, please state Thank you for completing our survey. Please click the button below to submit your answers. Done