“Direct DIY platforms are popular amongst consumers who have an interest in finance and confidence in making financial decisions. For less confident consumers direct discretionary platforms could solve their investment needs.”
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Overview
Overview
This report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
Introduction
Executive Summary
Issues in the Market
Trend Application
Market
Market
Mintel provides a range of market information across categories including: forecasting and share information; internal and broader market environment information; and the issues that affect the market in question.
Market Drivers
Regulation and Legislation
SWOT Analysis
Consumer
Consumer
Mintel conducts exclusive and original consumer research for reports, bringing up-to-date and unique insight to topical issues. This research examines the impact of social, economic, cultural and psychological influences on consumers.
Value of Savings and Investments and Product Ownership
Preferred Approach to Investment Decisions
Attitudes Towards Discretionary Fund Management
Consumer Expectations of Investment Charges
Considerations When Choosing an Investment Provider
Preferred Level of Online Investment Choice
Appetite for Features Offered by Online Investment Providers
Brand/Company
Brand/Company
Our brand research provides data and informed analysis across a number of consumer metrics including usage, satisfaction, recommendation, momentum and trust. It also explores consumer attitudes towards brands and examines the reasons behind these.
Who’s Innovating?
Consumers and the Appetite for Direct Platforms
Companies and Products
Brand Communication and Promotion
Data
Data
Reports provide appendices of data to support the research and insight produced. Our tables of data are easily manipulated and downloadable to support your research needs and covers factors from consumer attitudes to market forecasts.
Appendix – Platform Overview
Appendix – Types of Discretionary Fund Manager
Appendix – Value of Savings and Investments and Product Ownership
Appendix – Preferred Approach to Investment Decisions
Appendix – Attitudes Towards Discretionary Fund Management
Appendix – Consumer Expectations of Investment Charges
Appendix – Considerations When Choosing an Investment Provider
Appendix – Preferred Level of Online Investment Choice
Appendix – Appetite for Features Offered by Online Investment Providers
24th March 2014
“Platform providers are releasing new pricing structures ahead of the implementation of new RDR rules, which come into force on 6th April 2014. Although providers highlight lower prices, it is clearer prices that will really win over consumers” 
16th August 2013
"The UK Government has allowed AIM-listed shares to be purchased through Stocks and Shares ISAs. Investors will be tempted to purchase these risky investments to get higher returns on their money and to benefit from tax-breaks. The volatility of these investments may leave some consumers out of pocket. ISA providers ... |
Can direct DIY platforms help less affluent consumers to invest their money?
