IFA Panel

Welcome to our new IFA panel. It’s been designed to improve communication and gauge opinion about a number of issues arising in the Financial Intermediary Sector. The obvious challenges brought about by the introduction of the RDR, TCF, the Credit Crunch, and the changing landscape in the light of disintermediation are all things that will have a significant effect on how your business is being conducted.

Mylocaladviser.co.uk is uniquely positioned to leverage our knowledge of the IFA community and to analyse the changing trends in your business. We’ll produce research studies from the information we gather and make this available to you so that you can gauge how your views fit in with the whole industry.  We’ll also be using the results to help sway legislation by publishing the findings in the trade press.

We always value your input, and will often use the information to help Fund Management, Platforms and Life & Pension companies ensure that they properly understand how to evolve their products to suit your changing needs.

The Surveys

We’ve launched the panel with two new surveys. Comprising just 10 questions each, they’ll provide a quick snapshot of some key issues of the moment. Each one takes less than 5 minutes to complete, and we will make a donation to the charity of your choice (from a selected list) for each completed survey.

1. Survey 1 – Marketing to IFAs
2. Survey 2 – Emergence of platforms

Thanks for your time.

The Mylocaladviser.co.uk Team