Wealth Management

Robo Advice - Friend or Foe to the Advisor?

Robo-advice: how has it progressed to date and how can advisors best take advantage of this?

Financial Markets

Trends in investor behaviour

We've analysed data from across IRESS digital products to share some key insights into daily investor activity and device useage.

Mortgages

IRESS Mortgage Efficiency Survey 2015: The findings

Henry Woodcock discusses the findings from the fourth IRESS Mortgage Efficiency Survey, looking ahead to what this means for 2016 and beyond.

Retirement

At Retirement Report: Edition Five

The report marks changes in the 'at retirement' space, with a particular focus on the evolution of the annuity market, and how this is impacting decision-making and retirees' returns.

Retirement

At Retirement Report: Edition Four

We have now published the fourth edition of our At Retirement Report, marking changes in the 'at retirement' space, and how this is impacting decision-making and retirees' returns.

Industry

Data, Disruption and the Digital Consumer

Digitalisation has meant the needs and demands of consumers have undergone a seismic shift in the last decade.In this report, we examine how consumers interact with financial services and, more importantly, how they want to interact in the future.

Mortgages

IRESS Intermediary Mortgage Survey 2015

Developed with and supported by the Association of Mortgage Intermediaries (AMI) and the Intermediary Mortgage Lenders Association (IMLA), this new report provides insight to lender best practice while reflecting the experiences of intermediaries as they engage with lenders in the UK mortgage market.

Retirement

At Retirement Report: Edition Three

This report is the third edition of our At Retirement Report, a quarterly index designed to track the preparation of those approaching retirement, changes in the ‘at retirement’ space, and how this is impacting decision-making and retirees’ returns.

Retirement

At Retirement Report: Edition Two

We have now published the second edition of our At Retirement Report, a quarterly index designed to track the preparation of those approaching retirement, changes in the ‘at retirement’ space, and how this is impacting decision-making and retirees’ returns.

Mortgages

Mortgage Efficiency Survey 2014

This industry survey, now in its third year, enables lenders to benchmark their mortgage sales and originations systems and processes against the mortgage market as a whole.

Retirement

At Retirement Report: Edition One

We are pleased to launch our inaugural At Retirement Report, a new quarterly index designed to track the preparation of those approaching retirement, changes in the ‘at retirement’ space, and how this is impacting decision-making and retirees’ returns.

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept