Channel Metrics: UK Personal / Stakeholder Pensions - Consumer Distribution Trends
Finaccord, February 2010, Pages: 25
The Channel Metrics briefing about personal / stakeholder pensions is the most detailed and up-to-date guide to distribution trends in personal / stakeholder pensions in the UK available on a published basis. It analyses: how consumers acquire personal / stakeholder pensions - e.g. online, telephone, post or in person; from whom they acquire them - e.g. direct from the provider, through intermediaries or affinity schemes; and how often they acquire them - i.e. how many consumers acquired personal / stakeholder pensions in the last year, either for the first time or by switching provider instead of renewing or carrying on with an existing product. Findings from this survey are compared with those from 2005 and 2007 to show trends over time.
0.0 EXECUTIVE SUMMARY
1.0 INTRODUCTION
Research rationale
A number of motivating factors underpin the Channel Metrics report and series of briefings
Updating the results from the 2005 and 2007 surveys
Analysis of consumers making an active distribution choice
Analysis of consumers purchasing or taking out financial services in prior years
Analysis of distribution interfaces
Analysis of specific distribution channels
Expanding upon the results from the 2005 and 2007 surveys
Channel Metrics briefings
Other UK consumer research publications
UK affinity and partnership marketing research publications
UK small business financial services research publications
2.0 PRODUCT ANALYSIS
Introduction
Option for customised data analysis
Switching rates and brand new sales - 2009
More than a quarter of respondents have a personal or stakeholder pension
Distribution interfaces - 2009, 2007, 2005 and all previous buyers compared
Face to face distribution no longer accounts for the majority of pension sales
Distribution channels - 2009, 2007, 2005 and all previous buyers compared
Overview
Not-for-profit affinity groups recorded the largest gain in distribution share in 2009
Detailed analysis
Aggregators are gaining share from financial advisers by policies, but perhaps not by premiums
Funding methods for pensions acquired through the worksite
The vast majority of pensions sold via the worksite are funded jointly by employer and employee
3.0 APPENDIX
Research sample and mechanics
Research methodology and structure
GRAPHICS / TABLES
The financial services distribution channel universe - specific distribution channels and distribution interfaces
% of consumers switching provider or acquiring personal and stakeholder pensions for the first time, 2009
Analysis of distribution interfaces used for acquiring personal and stakeholder pensions, 2009, 2007, 2005 and all previous years
Analysis of distribution interfaces used for acquiring personal and stakeholder pensions, 2009, 2007, 2005 and all previous years (data)
Overview of distribution channels used for acquiring personal and stakeholder pensions, 2009, 2007, 2005 and all previous years
Overview of distribution channels used for acquiring personal and stakeholder pensions, 2009, 2007, 2005 and all previous years (data)
Comparison of main distribution channels used for acquiring personal and stakeholder pensions, 2009 and all previous years
Detailed analysis of distribution channels used for acquiring personal and stakeholder pensions, 2009, 2007, 2005 and all previous years (data)
% split of funding methods for personal and stakeholder pensions acquired through the worksite in any year
Sample breakdown by age group, household income band and geographical location
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