Investment bond service review 2021

by Richard Hulbert
Insight Consultant (Wealth & Protection)

March 2021

Results of our latest service survey for investment bond providers are now available. The study measured how satisfied the advisers are with their preferred providers and identified where expectations were being met by cross-matching ranked importance to ranked satisfaction.

The most popular investment products with financial advisers are pensions, investment ISAs and unit trust/OEICs. There has been an increase in interest in National Savings products.

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

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

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