by Jeremy Fawcett | 15 January 2016 | Archive
What’s the difference between a DIY and an advised investor? No, not another Christmas cracker joke but one of the areas that our latest Consumer Insights report examines. Why DIY investors are much less inclined to invest in ready-made portfolios than those with an...
by Miranda Seath | 14 January 2016 | Archive
James Hay’s ‘Modular iPlan’ – the SIPP provider’s platform proposition – had a strong 2015. This looks set to continue in 2016, with James Hay betting on attracting assets into its on-platform discretionary fund management proposition....
by Heather Hopkins | 08 January 2016 | Archive
Happy New Year – and welcome to the year of the customer. Whilst the Chinese may be preparing to celebrate the year of the monkey, we at Platforum have declared 2016 the year of the customer. The parallel should be obvious. Of course, the monkey in the Chinese zodiac...
by Heather Hopkins | 21 December 2015 | Archive
Aegon’s WARC (Workplace Aegon Retirement Choices) proposition is famous for its slick front end, Retiready. The firm focuses on helping scheme members ‘to and through’ retirement, offering a single platform that can help in both accumulation and decumulation. Aegon’s...
by Platforum Team | 18 December 2015 | Archive
Last week, we promised that we would bring you our predictions for 2016 in our Friday email. Each of us has put our neck on the line with predictions for how the investment industry will change and evolve in 2016. Tweet your predictions using hashtag...
by Miranda Seath | 16 December 2015 | Archive
Fidelity FundsNetwork had a busy 2015: completing the conversion to clean shares, pushing ahead with re-platforming to Bravura’s Sonata solution and introducing a wider range of third-party investment products. We look ahead to where the platform is investing...
