by Heather Hopkins | 12 February 2016 | Archive
Risk is on everyone’s lips. And whilst it might seem risky to pen this email after a late night at the Corporate Adviser Awards, I will do my best. Clients who went in to drawdown at the dawn of the pension freedoms may now be faced with a pension pot worth about 20%...
by Heather Hopkins | 26 January 2016 | Archive
Our latest Consumer Insights report gives the big picture on consumer perception and attitudes to investing. We quantify the numbers of savers and investors and then drill down on active private investors and in particular DIY investors to understand financial...
by Heather Hopkins | 22 January 2016 | Archive
It’s been a choppy start to the year. The markets have swooped, swerved and swooned. What is the impact on investors? So far, the anecdotal evidence is that advised customers are behaving sensibly. Our conversations with adviser platforms over the past few weeks...
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...
