Table 1: Which of the following statements best describes your attitude to these providers? 43
Table 2: Which of the following statements best describes your attitude to these insurers? Q1 2007 44
Table 3: Which of the following statements best describes your attitude to these mutual fund providers? 45
Table 4: Which of the following statements best describes your attitude to these mutual fund providers? Q1 2007 46
Table 5: Have you made any of the following applications / enquiries offline or online in the last 6 months? 46
Table 6: Have you have made a new business tracking enquiry offline instead of online in the last 6 months? 47
Table 7: Why do you make new business tracking enquiries offline instead of online? 47
Table 8: Have you made a policy enquiry offline instead of online in the last 6 months? 47
Table 9: Why have you made policy enquiries offline instead of online in the last 6 months? 48
Table 10: What type of organization do you work for? Q4 2007 48
Table 11: What is the average case size of business you deal with? 48
Table 12: What proportion of your new policy business do you conduct through the following online systems? 49
Table 13: Have you made a bond application offline instead of online in the last six months? 49
Table 14: If you have made an offline bond application in the last 6 months, why did you choose to make the bond application offline? 49
Table 15: Have you made a protection application offline instead of online in the last 6 months? 50
Table 16: If you made a protection application offline rather than online in the last six months, why did you choose to make the protection application offline rather than online? 50
Table 17: Have you made a pension application offline instead of online in the last 6 months? 50
Table 18: If you made a pension application offline rather than online in the last 6 months, why did you choose to make the protection application offline rather than online? 51
Table 19: SIPP new business is forecast to continue to increase in the pensions market 51
Table 20: \Were any of the offline pension applications you made in the last 6 months for SIPPs? (Base: those IFAs who have made an offline pension application in the last 6 months.) 51
Table 21: How interested would you be in any of these online services from a product provider? 52
Table 22: If you conduct less than 25% of your business thorough a wrap platform, which online services attract you to a wrap platform? 52
Table 23: To what extent do you agree with each statement? 53
Figure 1: Financial Advisors have a particularly favorable attitude towards Standard Life and Legal & General as insurance product providers 3
Figure 2: Some life companies are less highly regarded than in Q1 2007 4
Figure 3: A small percentage of IFAs will not work with some insurance providers because of a negative experience in the past 9
Figure 4: Financial advisors are most impressed by Fidelity, Invesco and Jupiter as mutual fund providers 10
Figure 5: A small percentage of IFAs will not work with some mutual fund providers because of a negative experience in the past 11
Figure 6: Most mutual fund providers are more highly regarded than in Q1 2007 12
Figure 7: Some large life companies have low online penetration although others are winning 14
Figure 8: Bond applications is the favored type of online business for IFAs, with half having made online bond applications during the last six months 17
Figure 9: The IFA industry is characterized principally by single outlets 18
Figure 10: The IFA industry is characterized principally by case sizes of less than £5,000 19
Figure 11: The majority of IFAs conduct less than 25% of their new business through online systems 20
Figure 12: Half of all bond applications by IFAs are made online 23
Figure 13: IFAs make bond applications offline because they find it easier than online 24
Figure 14: Nearly half of all protection applications made by IFAs over the last six months have been online 25
Figure 15: IFAs make protection applications offline because they find it easier than online 26
Figure 16: 37% of IFAs have made an online pension application in the last six months 27
Figure 17: IFAs find pension applications easier to complete offline 28
Figure 18: SIPP new business is growing and well suited to new technology 30
Figure 19: 40% of IFAs have made an online SIPP application in the last six months 31
Figure 20: IFAs prefer to conduct new business tracking enquiries offline rather than online 32
Figure 21: IFAs are concerned about the quality of information available online when tracking new business 33
Figure 22: Policy enquires are least likely to be conducted online than other types of IFA business 34
Figure 23: IFAs believe that they get more reliable information about policies by telephone 35
Figure 24: IFAs do not show an interest in support services using new technology 37
Figure 25: IFAs would like more support to better utilize wrap platforms 39
Figure 26: IFAs think that they get sufficient support from providers, but would like more tools available online 40
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