by Heather Hopkins | 28 August 2015 | Archive
Just when financial professionals thought that lack of sunscreen or the Ashley Madison hack were their biggest worries, the world’s financial markets have been thrown into turmoil. Economic woes in China, fragility in America and uncertainty in Europe may well...
by Heather Hopkins | 27 August 2015 | Archive
In response to the rumours that AXA is to sell its UK business, Platforum provides the following data on AXA’s adviser and D2C platform businesses. AXA Wealth Elevate – the adviser platform • AXA Wealth Elevate ranks 10th in AUA among adviser platforms as at 30th June...
by Jeremy Fawcett | 21 August 2015 | Archive
The government wants to radically improve access to advice but they can be quite lax about what they mean so anyone working on execution-only ‘guidance’ or simplified advice will be taking note as well. Perhaps the most tried and tested guidance tools are the favoured...
by Miranda Seath | 14 August 2015 | Archive
This week Miranda Seath (LinkedIn), Platforum Conference Development Manager, introduces the agenda for Platforum 2015: The Retail Investment Conference. Many of you might be taking the chance to escape from this inconsistent British weather to take a break in August...
by Jeremy Fawcett | 07 August 2015 | Archive
This week Jeremy Fawcett (@jfawcett), Head of Direct, gives a mid-year update on the D2C market and contemplates the arrival of the Financial Advice Market Review. We reported annual growth of 13% AUA for direct platforms back in February – far less than we’ve seen in...
by Danby Bloch | 04 August 2015 | Archive
It is hard to see why anyone would choose uncrystallised funds pension lump sum (UFPLS) when flexi-access drawdown (FAD) is available. Even if you wanted to take 25% tax free cash combined with 75% taxable income on every withdrawal, FAD will allow you to do that. The...
