by Andrew Ashwood | 28 June 2019 | UK D2C
Nearly a third of pension drawdown sales are non-advised. This figure rises sharply if you also include first-time access as a full cash withdrawal, annuity purchase and simplified withdrawal under the UFPLS rules. Perhaps it is time for this significant swathe of...
by Jeremy Fawcett and Andrew Ashwood | 07 June 2019 | UK D2C
Many investment professionals were promoting the Woodford Equity Income fund to investors, so what are the practical implications of the gating debacle for the retail channel? Platforum data on direct platform select lists shows that at the start of 2018, Woodford...
by Andrew Ashwood | 17 May 2019 | UK Adviser Platforms
Stock markets rallied in the first quarter of 2019, and with that adviser platforms have returned to asset growth. Based on the latest Platforum market data, adviser platform assets rose by 6.7% in the period to stand just shy of the £500bn mark. The main story of the...
by Andrew Ashwood | 10 May 2019 | UK Financial Advisers
For all but the wealthiest, generating enough income to meet wants and needs in retirement, is not straightforward. For advisers, building reliable strategies to provide that whole of life income is a major challenge. ONS data shows a rapid shift in the coming years...
by Andrew Ashwood | 29 March 2019 | UK Adviser Platforms
Few adviser platforms fared particularly well in the final quarter of 2018. Assets shrank by £30bn, with markets firmly in a tailspin and low investor confidence – the FTSE All-Share fell by 11% in Q4 2018. Most platforms saw a notable drop in flows over the year. DB...
