We are looking for people aged 50 to 69 to take part in a group discussion in London for 90 minutes about investments and investment platforms. Please note that there will be a reading pre task to complete prior to the research.
- London, WC1
- Tuesday 3rd June 2014
- 4pm OR 6pm (dependent on answers)
Please answer the questions below.
Working Status? I.e. Full time, Part time, Semi retired, retired, etc...
Do you currently use an investment platform to manage any of your investments? Yes/No?
If you do use an investment platform, which platform do you currently use? I.e. Best Invest, Chelsea Financial Services, Cofunds, Financial Discounts Direct, Willis Owen, Fidelity, Hargreaves Lansdown, Interactive Investor, etc...
If you are not currently using an investment platform, is this something that you will be considering in the future? Yes/No?
Which of the following statements best describes you? A) I do not take any regular professional advice or recommendations about which pension products to take out B) I take professional advice from a financial advisor/wealth manager/discretionary asset manager when I take a new pension product C) I take advice from someone at my bank/building society about pensions
Which of the following statements do you agree with? A) I am confident in making my own decisions about consolidating my different pensions and making financial plans for my retirement B) I understand the services that my execution only intermediary firm provides C) I want to take advantage of the tax benefits of a pension wrapper D) I want to have the flexibility to buy and sell collective based funds using a platform
Which of the following statements do you agree with? A) I am seeking to consolidate my pension plans into one place in the near future B) I am not looking to use my investments as retirement income at this stage C) I am not planning to retire in the next 5 years D) I am still making contributions to my pension E) I have one or more workplace pension schemes F) I will be retiring in the next few years G) I am planning to use income drawdown to provide a retirement income H) I do not have an annuity and not planning to buy one
Please forward this on to anyone you know who may be interested.
Unfortunately, it is impossible to reply to all emails or phone messages. We receive lots of responses to researches that are emailed out. You will be contacted by phone if your application is successful. However, we apologise if you do not hear from us, but please keep trying for future projects that are sent out.