Adviser Research

Adviser Research

Part of our modern partnership with you

Copia invests regularly in original and independent research to help advisers deliver the best possible outcomes for their firm and its clients.  You can download free copies of our research reports by clicking on the links below.

2024 Adviser Research
An Overheating CIP: 2024 - Ways to cool the engine

In 2022, we conducted our first research into the effectiveness of Centralised Investment Propositions (CIPs), which research shows are today used by 92% of advice firms.

Given their importance to client outcomes, this year we’ve repeated and expanded the research to see how CIPs have evolved in a typical advice firm, particularly following the introduction of Consumer Duty.

2024 Adviser Research
Rethinking Retirement and CIPs

Hot on the heels of the FCA’s thematic review into pensions advice, we’ve published our latest research into adviser attitudes on decumulation.  This exclusive research was conducted for us by the lang cat and we’re looking at how advisers are adapting (or not) to the changing market for retirement advice.

The report highlights actions that advisers can take now to review their decumulation strategies and provide practical advice on updating your approach to retirement for your clients.  rket for retirement advice.

2022 Adviser Research
Centralised Investment Propositions: An overheating engine?

A research report into how CIPs became a victim of their own success and what advisers can do about it.

Given their importance to client outcomes, we wanted to better understand how CIPs work in a typical advice firm and to help advisers ensure their CIP is operating effectively, delivering the best possible outcomes for the firm and its clients.

To achieve this, we commissioned insight consultancy the lang cat to conduct in-depth research into how advisers are operating their CIPs. 

Want to learn more? We recommend you start with a conversation.
Contact one of our investment team.

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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