Key findings

1.0    Introduction

1.1 Another year of change and uncertainty

1.2 Social media and apps dominate digital communications revolution

1.3 Increasing uncertainty about financial advice

1.4 Financial Services Authority (FSA) Transformation

1.5 Report Objectives

1.6 Report methodology

2.0    Financial demand and engagement

2.1 Savings, investment and borrowing demand

2.2 Savings / investment engagement

2.3 Online - the leading financial product buying channel

3.0    Financial Advice

3.1 The impact of the internet on advice and investing online

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 non-advised

4.2 Fewer people use their main bank for advice

4.3 IFAs as main financial services advisors

4.4 Who is prepared to pay for IFA advice?

4.5 MFSPs as main financial services advisors

4.6 Non-IFA professionals and friends & family

4.7 Switching advisors

4.8 Why have people switched?

5.0    Financial DIY

5.1 Product intentions among the non-advised

5.2 The growth in the Execution Only sector of share dealing

6.0    How best to market to the advised and unadvised segments

6.1 The financial advice market

6.2 Financial engagement among the advised and non-advised segments

6.3 The advised segment

6.4 Marketing channels used by the advised and non-advised segments

6.5 The advice gap

6.6 Execution only - the likely outcome of the RDR

6.7 Banks as main financial services providers.

7.0    To be advised or not to be advised - or further growth of Financial DIY

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)