We are looking for males and females aged 35-75 to take part in a group discussion in London for 2 hours about investments.
Thursday 13th November 2014
Please answer the questions below.
Occupation and job title:
What is the approx combined value of any savings or investments you hold (excluding property, pensions and any other non liquid investments)?
Which of the following describes your financial involvement in financial decisions in your household?
Sole decision maker
Someone else is mainly responsible
Please tell us if you agree or disagree with the following statement:
“I take my investments seriously as I know from experience it is the best way to make more money”
Which of the following types of investment or pension products do you hold?
Equity based ISA
Unit trust OR OEIC portfolio
Stocks and Shares
Funds or SIPP held on an investment platform or fund supermarket that I manage myself
Funds held on an investment platform or fund supermarket that is managed by an advisor
Income drawdown facility via pension
How many of these investments do you own?
If you hold a SIPP or funds on a platform, which companies do you hold them with?
AJ Bell/SIPP Centre
TD Waterhouse/TD Direct Investing
Which of the following companies do have investments with?
Standard Life Investments
Which of the following statements do you agree/disagree with?
I struggle to understand the different types of investments
I don’t really know what I am doing when it comes to investing
How often do you take out new savings and investment products?
Which of the following best describes how you buy these investment products?
I use a discretionary asset manager who makes decisions on my behalf
I have an IFA who I am in touch with regularly
I will seek the advice of a financial advisor occasionally
I make use of a financial advisor from a bank/building society
I do my own research and buy directly from the investment company
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.