An NMG survey captured details on how consumers are interacting with the investment market post a Retail Distribution Review (RDR). In particular it explored consumers’ experiences when purchasing / considering a wider investment product or when undertaking another investment related activity that did not directly relate to a purchase of a specific product (e.g. seeing a financial adviser for a review, seeking general investment information or making a change to an existing investment).
Using answers to a series of questions, respondents were categorised as being ‘advised’ or ‘non-advised’ for their most recent post RDR activity (although where multiple activities had been undertaken, a product purchase was prioritised over a consideration and consideration prioritised over another activity).
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The Impact of the retail distribution: Consumer interaction with retail investments market
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