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 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 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 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...
