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Financial Services Market Research

Mintel's financial services market research reports are a sound investment in the fast-moving world of money. From savings to loans, pension planning to equity release, our research and analysis gives you detailed data on every market segment and unrivalled insight into how consumers choose and buy financial services - today and tomorrow. It's money in the bank.

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No. of reports 1 of 83
  1. Consumers and Direct Investment - UK - December 2016

    • Consumer Report
    • December 2016
    • UK

    “Direct-to-consumer investing has grown steadily in the last five years and this growth will continue in the coming years. As well as positive market conditions for growth, there is also consumer demand for direct services. People are keen to take control of their finances and ...

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  2. SIPPs - UK - December 2016

    • Consumer Report
    • December 2016
    • UK

    “The SIPP market is increasingly diverging into two separate areas: lower-cost and lower-value platform SIPPs and full-range bespoke SIPPs. Despite the many challenges ahead, there is a place for both plan types. Bespoke providers will have to hold greater levels of capital, ...

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  3. Life Insurance - US - December 2016

    • Consumer Report
    • December 2016
    • US

    "The majority of American consumers currently have life insurance, but are still looking for ways to customize their current plans. Those who do not have life insurance would be hard-pressed to find a reason to apply for and purchase a policy. Marketers who can inspire ...

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  4. Lifestyles of Affluent and High Net Worth Consumers - US - December 2016

    • Consumer Report
    • December 2016
    • US

    US Affluent and HNWIs, with their large amount of income-producing assets, are important to lifestyle brands, particularly those offering value-added products and services. With higher-than-average household incomes, they command a significant amount of purchasing power across ...

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  5. Home Insurance - UK - December 2016

    • Consumer Report
    • December 2016
    • UK

    “New technology has the potential to substantially boost consumer engagement by providing policyholders with a means to take greater control of their home insurance policies, leaving behind the passive products of the past. With start-ups waiting in the wings, insurers must ...

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  6. Consumers and General Insurance - UK - December 2016

    • Consumer Report
    • December 2016
    • UK

    “Sales of general insurance are well set to grow by volume because of the captive customer bases in car and home insurance. However, intense price competition could hold back growth in premiums. Looking ahead to 2017, the pending rise in IPT will further squeeze the ...

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  7. Health Cash Plans - UK - November 2016

    • Consumer Report
    • November 2016
    • UK

    “There is a clear need to improve consumer awareness and understanding of health cash plans, as many people confuse them with PMI and few consider them good value for money. Only by overcoming these obstacles can providers significantly increase take-up.”
    – Sarah Hitchcock, ...

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  8. Affluent/Mass Affluent Investing and Banking - Canada - November 2016

    • Consumer Report
    • November 2016
    • Canada

    “Financial advisors serving the affluent must not only develop a wider range of skills but also understand their attitudinal differences such as those related to risk perception and charitable giving.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report examines the ...

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  9. ISAs - UK - November 2016

    • Consumer Report
    • November 2016
    • UK

    “The ISA market is at a turning point. Overall contributions continue to grow driven by the stocks and shares sector of the market, but the number of accounts fell in the last tax year, as low interest rates undermine the incentive to save among many consumers. The introduction ...

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  10. Financial Needs of Affluent and High Net Worth Consumers - US - November 2016

    • Consumer Report
    • November 2016
    • US

    "Most affluent and HNWI (high net worth individuals) have sophisticated financial needs and concerns, but only approximately half use a financial adviser and only one third have a written financial plan. Advisory services might make it easier for them to reach their goals, but ...

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No. of reports 1 of 83