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 Jeremy Fawcett | 04 December 2015 | Archive
This week Jeremy Fawcett (@jfawcett), Head of Direct, looks at new technology for workplace savings on the eve of the publication of our latest Workplace Savings Guide… Recent McKinsey research shows that chief execs and landscape workers are unlikely to be replaced...
by Jeremy Fawcett | 16 October 2015 | Archive
This week Jeremy Fawcett (@jfawcett), Head of Direct, reveals the results of our recent test driving exercise for direct platforms… Today we publish our latest D2C update on the investor experience and we’re seeing improvements. It’s fashionable to bash financial...
by Jeremy Fawcett | 09 September 2015 | Archive
“The demand for advice has never been greater” according to Aegon UK’s CEO, Adrian Grace, talking with Platforum about how change in the sector is impacting the way consumers access investments. He sees the pension freedoms creating “a huge boom opportunity [for...
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...
