II and IA Global Advice and Wealth Study 2024 (Pensions)

Welcome to the II & IA Global Advice Study 2024 (Pensions)

As a reader and subscriber to International Adviser and/or Investment International we value your inputs greatly. Thank you for participating in our survey. Your feedback is important.

Question Title

* 1. Based on your experience of working with IFGL Pensions, are you:

Very happy with the service they provide

Quite happy with the service they provide

Unhappy with the service they provide

Very unhappy – will not use again

Have not used them

Question Title

* 2. When choosing a SIPP provider, rank the following factors in order of the most important when making your choice?

Question Title

* 3. Based on your experience of your client base over the last 10 years, are your clients starting to save for their retirement:

Earlier than previously

About the same time

Later than previously

Question Title

* 4. Is retirement/long term saving a topic you consider with:

A Every client

B Most Clients

C Some Clients

D A few clients

E Rarely

Question Title

* 5. What support can pension providers give you to help you discuss saving for retirement with your clients?

Question Title

* 6. In your own words, what do you think the key benefit for clients is of working with a financial adviser to support their retirement/long term saving goals?

Question Title

* 7. What do you think the main reason for the recent reduction in Pension Transfer business is?

Economic uncertainty

Negative media coverage

It has become too complex/bureaucratic

Most clients have already done it

Other (please specify)