Investment bond service review 2020

by Richard Hulbert
Insight & Consulting (Wealth & Protection)

April 2020

Results of our latest service review for investment bond providers are now available. The survey measured the relative importance of seven satisfaction categories and identified the advisers’ preferred providers of onshore and international investment bonds.

Last year the results indicated that open architecture was the more favoured option, however, this year, there was more interest in restricted architecture onshore bonds. 

In our survey, we asked advisers to rate providers in relation to the importance of seven categories:

  • Provider strength and brand
  • New business administration
  • Existing business administration
  • Administration staff
  • Product design and management
  • Reporting
  • Online services

Advisers revealed that the three main types of product they'd recommended in the last 12 months 

Download the full investment bond service review now to see how your experience compares to that of your peers’.


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