Our regular round-up of the latest insights on investment distribution
We’re going to need a bigger brand
The company formally known as Standard Life is selling the name, but this isn’t a total surprise given that 200 years of brand awareness had been diluted by mixing in Aberdeen. How to retain some of the positive associations of a brand recognised widely in the UK,...
Jeremy Fawcett 26 February 2021
Understanding end investors’ shifts on ESG: not just the ‘what’, but also the ‘why’
UK retail investors have become much more conscious of environmental and social issues than they were before COVID-19. Even more important, investors are now much more likely to act on these ideas. Fund flows in 2020 are clear proof of that. This shift in attitude...
Victor Garcia Priego 19 February 2021
COVID’s cohort of younger investors
The last 12 months has been a bumpy ride, but strong growth in 2020 has been the silver lining for the direct to consumers (D2C) investing market. New customers have poured into D2C services like AJ Bell Youinvest, Hargreaves Lansdown and Vanguard Investor. The...
Samuel Richardson 12 February 2021
UK advisers are shifting their views on ESG, but…
Advisers are starting to discuss how responsible / ESG investing can be profitable in their conversations with clients, our new research finds. Investors, they say, can “do well by doing good”. Advisers’ concerns about the downside risk of poor returns from these...
Victor Garcia Priego 29 January 2021
COVID-19 savings glut
“We are all in the same storm – the pandemic – but we are not in the same boat.” The pandemic has impacted on different people very differently. We have just published our annual UK Consumer Insights report, looking at the behaviours and views of UK adults about...
Richard Bradley 15 January 2021
Platforum Predicts
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across...
Platforum 18 December 2020