Financial Sector Research
ORC Life and Pensions
Now in its 34th wave, the ORC Syndicated Life & Pensions Monitor study has been tracking FA attitudes to life offices since its inception in 1991, focusing on satisfaction levels in certain key areas:
- Pre-sales support
- Sales support
- Consultant support
- Processing of new business (up to acceptance)
- Processing of new business (post-acceptance)
- Administration of existing business
- E-commerce facilities
In this way, subscribing members are able to identify in which areas they are performing well and where they need to improve.
Research methods
| Sample | 500 FAs |
| Method | Face-to-face interviewing |
| Quota | Quotas set on region and type of FA |
| Frequency | Twice yearly |
| Next wave | March 2008 |
| Current members | 10 |