Customer Engagement with Financial Advice

Market: Financial Services

United Kingdom, 47 pages report, published by GlobalData

Report ThumbnailMay-2018
Customer Engagement with Financial Advice

Summary

"Customer Engagement with Financial Advice", report uses GlobalData’s 2017 UK Life & Pensions Survey to explore customer attitudes and behaviors when it comes to financial advice. It explores what types of advisors individuals use, what financial products they use them for, and how often they use them. Through this it identifies who uses advice, where opportunities lie in encouraging more individuals to seek advice in the future, and how to tar

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  • Table of Contents
  • Executive Summary
  • Advice Market Overview
  • Customer Targeting Opportunities
  • Customer Channel Preferences
  • Customer Uses of Advice
  • Use of Advice by Asset Value
  • Appendix
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