A new report Investment Service 20081 is the third annual investment study from Defaqto into how IFAs rate provider service levels.The report is downloadable free of charge at: http://defaqto.com/report
Based on research among 500 IFAs2, it identifies what IFAs consider the most important service functions from the 32 examined, how well each provider performed when the service functions were grouped into nine benchmark categories and which companies were the top three preferred providers in each main type of investment contract.
Also the report measures how well the industry as a whole is meeting adviser expectations across the nine categories. The findings indicate that in some important service categories the industry is falling short of expectations.
Another important section of the report includes a Defaqto critique of the service levels of the eighteen providers profiled, often comparing their situation with how they performed last year.
Ben Heffer, Principal Consultant - Service and author of the report said: “The report addresses the difficult area of quantifying IFA levels of satisfaction with investment product providers, but because of the large number of respondents and the depth of the research, we are very confident in the findings.”
Providers wishing to understand in detail exactly how their individual service levels are regarded by IFAs and how these compare with the industry average, can purchase a further bespoke report derived from the very substantial market research study that is the basis of this report.
-Ends
Notes to Editors
1 The Investment Service 2008 is available free of charge from: http://defaqto.com/report For further information, please contact Ben Heffer on 01844 295447.
2Fieldwork was undertaken by W A Taylor and Associates during December 2007 with 500 randomly-selected IFAs by one to one telephone interviews
For further information contact:
Defaqto Limited
Ben Heffer, Chris Johnston or Luci Mylward
01844 295 454
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