Key findings

1.0    Introduction

1.1 What a difference a year makes

1.2 The digital communications revolution continues in spite of the recession

1.3 Financial uncertainty has led to more people having a financial adviser

1.4 Financial firms have come under considerable operating pressures

1.5 Report Objectives

1.6 Report methodology

2.0    Financial demand and engagement

2.1 Savings, investment and borrowing demand

2.2 Financial engagement

2.3  Branches are leading financial product buying channels

3.0    Financial Advice

3.1 The impact of the internet on advice

3.2 Role of financial advice

3.3 Attitudes towards financial advice

4.0    The demand for financial advice

4.1 The financially advised and unadvised

4.2 More people revert to using their main bank for financial advice

4.3 IFAs as main financial services advisers

4.4 Who is prepared to pay for IFA advice?

4.5 MFSPs as main financial services advisers

4.6 Non-IFA professionals and friends & family

4.7 Switching advisers

4.8 Why have people switched?

5.0    Financial DIY

5.1 Product intentions among the non-advised

5.2 Growth in Financial DIY in other segments

5.3 The growth in the Execution Only sector of share dealing

6.0    The impact of online on financial advice

6.1 The online revolution

6.2 The rise in online trading

6.3 Addressing online Financial DIY

6.4 Developments in online personal financial services

6.5 Online experience in the past year

7.0    How best to market to the advised and unadvised segments

7.1 The financial advice market

7.2 Financial engagement among the advised and non-advised segments

7.2 Marketing to the unadvised segment

7.3 Marketing to the advised segment

7.4 The new marketing challenge.

8.0    Financial DIY – set to grow?

The latest Financial DIY Report is available for £950 + VAT. To order your copy, or if you have any questions, please contact MIke Levy either via email (Mike.Levy@compeer.co.uk) or by phone (020 7648 4937)