The Wise Society
Getting you closer to your customers
Our own community of retail savers & investors.
The Wise Society is our own community of retail savers & investors representative of the market in the UK ranging from those with just workplace pension savings through to high-net-worth individuals.
It ensures we always have our finger on the pulse of what investors are thinking and doing – from crypto through to the transfer of wealth. And ensures that we can access the audiences needed to deliver to our clients.
Our 1,000-member strong core community is active and engaged. Regularly refreshed and always ready to share their views, we engage community members through polls, surveys, discussion rooms and forums on all manner of thorny issues. We draw on this community when running in-person workshops for the Investment Association, ensuring end investor views are at the heart of policy making and guidance.
Beyond this, we access proprietary pre-profiled and quality assured respondent panels adding scale to validate insight and support longitudinal tracking of brand, sentiment or other outcomes.
Taking the pulse
Our work gives us an unrivalled view on what is happening in long-term saving and investing from the consumer perspective.
Combining our own data with the GfK Consumer Confidence index ,and in association with JGFR, we have developed a Prosperity index – a forward looking indicator of investment flows.
Clients across the wealth and asset management industry subscribe to The Wise Society and receive a quarterly report, packed with insight.
