Navigating the financial services landscape – what consumers really want (and need)

The financial services landscape is in a state of constant flux. New products and providers are launched, seemingly every day; changing regulation is impacting every player in the industry; and the next generation of consumers has increasingly discerning requirements when it comes to choosing a home for their hard-earned money.

In this turbulent market we wanted to find out what really drives consumers when choosing a trusted home for their savings, investments and pensions and so surveyed 2,000 adults to reveal their attitudes towards where they are putting their assets.

Our findings reveal a clear focus on firms who prioritise an ethical working place; a younger generation increasingly seeking businesses which reflect their values and, alarmingly, a desperate lack of understanding when it comes to where and how their money is being invested. While the financial marketplace is becoming increasingly crowded, the education gulf remains as wide as ever.

Our findings demonstrate that the winners won’t be those who generate the best returns or who create a truly inclusive and sustainable environment, but those who finally succeed in communicating this to the end consumer.

For more information on our research, and how we can help you flourish in this dynamic industry, view the full report, here.

Navigating the financial services landscape – what consumers really want (and need) [PDF]