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 CriteriaOct-10Nov-10Dec-10Jan-11Feb-11Mar-11Apr-11May-11Jun-11Jul-11Aug-11Sep-11Oct-11Average***
Personal Retirement Planning42%39%38%41%41%41%41%41%39%38%38%38%37%39%
Investment & Savings28%28%26%29%30%30%28%28%26%26%26%27%25%28%
Mortgages13%12%11%14%14%12%14%14%12%13%14%14%14%13%
ISAs/OEICs/Unit Trusts14%14%13%14%16%16%15%14%12%11%12%11%10%13%
Personal Stakeholder Pensions12%11%11%11%11%11%11%11%10%9%9%9%9%10%
Taxation Planning8%8%8%8%8%9%8%8%7%7%7%6%7%8%
Personal Protection5%5%4%5%4%4%5%4%4%4%4%5%4%4%
Equity Release4%4%4%4%4%4%5%5%4%5%4%4%4%4%
Investment Trusts5%5%5%5%5%5%5%5%4%4%4%4%4%5%
Saving for Children4%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