by Heather Hopkins | 04 July 2015 | Archive
This week, Heather Hopkins (@heatherahopkins), Research Director at Platforum, muses about change: consumers embracing pension change and changing retirement savings behaviour for good. Hold on to your spreadsheets, we’re in for a lucrative ride! This week we...
by Jeremy Fawcett | 27 June 2015 | Archive
This week Jeremy Fawcett (@jfawcett), Head of Direct, reflects on the Platforum D2C Conference which took place at the Jumeirah Carlton Tower Hotel on 24th June 2015. At our D2C shindig this week, you’d have seen that despite all the talk of robo advice, this...
by Annalise Toberman | 20 June 2015 | Archive
This week, Senior Researcher Annalise Toberman (@AToberman) reflects on how advisers are constructing drawdown portfolios in light of Platforum’s latest research on fund selection and distribution. Today we publish the first report in our 2015 UK Fund Distribution...
by Annalise Toberman | 13 June 2015 | Archive
This week, Senior Researcher Annalise Toberman (@AToberman) looks at the implications of the star manager phenomenon with references to the Pied Piper, Beckham and Harry Kane thrown in for good measure. For the topic of this week’s e-newsletter, I’ve been inspired...
by Heather Hopkins | 06 June 2015 | Archive
This week, Heather Hopkins (@heatherahopkins), Research Director at Platforum, looks at drawdown pricing from the adviser platforms. We have spent the past few weeks pouring over prices charged for drawdown by adviser and direct platforms. It seems we aren’t...
by Jeremy Fawcett | 30 May 2015 | Archive
This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at how drawdown is evolving and confirms a new venue for the oversubscribed Platforum D2C Conference. It’s now common knowledge that the average pension pot is only enough to buy the imaginary...
