Platform malfunction – phew, it’s TSB

However much a company tries to do the right thing, sometimes it’s really hard to deliver the service it sets out to offer. TSB has worthy values – straightforward, transparent and responsible. It also has 8,500 staff working to meet the needs of customers, but people...

RDR meets MiFID II

A key objective of the RDR was to create an industry with more clarity for consumers around products and services. However, according to our latest research, British investors do not feel better informed on fund costs than other Europeans: The proportion of British...

Intergenerational fairness is going to bite

Life is not fair according to numbers promoted by the ONS that show the net contribution to the public finances of different age groups over their lifetimes. On average each of today’s over 50 year olds are on track to receive over £100k more than they will have given...

Look out! There’s a wealth manager behind you

Does the merger of Rathbones and Smith & Williamson mark the beginning of a consolidation phase for wealth managers? Probably; because there are a number of common challenges that they share with asset managers, advice firms and platforms which are already...