Top 10 advice needs
Personal Retirement Planning
Investment & Savings
Mortgages
ISAs/OEICs/Unit Trusts
Personal Stakeholder Pensions
Taxation Planning
Personal Protection
Equity Release
Investment Trusts
Saving for Children
| IFA Selection Criteria | Oct-10 | Nov-10 | Dec-10 | Jan-11 | Feb-11 | Mar-11 | Apr-11 | May-11 | Jun-11 | Jul-11 | Aug-11 | Sep-11 | Oct-11 | Average*** |
| Personal Retirement Planning | 42% | 39% | 38% | 41% | 41% | 41% | 41% | 41% | 39% | 38% | 38% | 38% | 37% | 39% |
| Investment & Savings | 28% | 28% | 26% | 29% | 30% | 30% | 28% | 28% | 26% | 26% | 26% | 27% | 25% | 28% |
| Mortgages | 13% | 12% | 11% | 14% | 14% | 12% | 14% | 14% | 12% | 13% | 14% | 14% | 14% | 13% |
| ISAs/OEICs/Unit Trusts | 14% | 14% | 13% | 14% | 16% | 16% | 15% | 14% | 12% | 11% | 12% | 11% | 10% | 13% |
| Personal Stakeholder Pensions | 12% | 11% | 11% | 11% | 11% | 11% | 11% | 11% | 10% | 9% | 9% | 9% | 9% | 10% |
| Taxation Planning | 8% | 8% | 8% | 8% | 8% | 9% | 8% | 8% | 7% | 7% | 7% | 6% | 7% | 8% |
| Personal Protection | 5% | 5% | 4% | 5% | 4% | 4% | 5% | 4% | 4% | 4% | 4% | 5% | 4% | 4% |
| Equity Release | 4% | 4% | 4% | 4% | 4% | 4% | 5% | 5% | 4% | 5% | 4% | 4% | 4% | 4% |
| Investment Trusts | 5% | 5% | 5% | 5% | 5% | 5% | 5% | 5% | 4% | 4% | 4% | 4% | 4% | 5% |
| Saving for Children | 4% | 4% | 4% | 4% | 4% | 4% | 4% | 4% | 3% | 3% | 3% | 4% | 3% | 4% |
* Launch of Unbiased.co.uk, the professional advice website's portal. From February 2009 consumers visiting Unbiased.co.uk have had the choice to find a mortgage IFA through the 'find an IFA' search and find a whole market mortgage adviser through the 'find a mortgage adviser' search. To view the 'find a mortgage adviser' advice drivers please click the following link: 'find a mortgage adviser' advice drivers.
** Average percentage is based on statistics since December 2006.
Data and chart relating to all 20 products is available from fran@unbiased.co.uk or 020 7833 3131