Our regular round-up of the latest insights on investment distribution
Platform assets return to growth, but flows continue to suffer
Stock markets rallied in the first quarter of 2019, and with that adviser platforms have returned to asset growth. Based on the latest Platforum market data, adviser platform assets rose by 6.7% in the period to stand just shy of the £500bn mark. The main story of...
Andrew Ashwood 17 May 2019
Delivering retirement income
For all but the wealthiest, generating enough income to meet wants and needs in retirement, is not straightforward. For advisers, building reliable strategies to provide that whole of life income is a major challenge. ONS data shows a rapid shift in the coming...
Andrew Ashwood 10 May 2019
A transfer of delight
I started a pension transfer at lunchtime last Wednesday. It took me a total of seven minutes to log into AJ Bell Youinvest and ask (all online) to transfer an Aviva workplace pension into my SIPP. I had an immediate email confirming my request; Aviva had closed my...
Richard Bradley 03 May 2019
Advice in decumulation… risk and reward for financial advisers
Clients typically have the highest amount of assets and the greatest complexity in managing them at retirement. This presents opportunities for advisers. Furthermore, most advised clients are over 55, and a third are already in decumulation. Decumulation is a...
Richard Bradley 26 April 2019
Mo Money Mo Problems
Decumulation was the subject of lively debate at our adviser dinner round table last week, when advisers from different parts of UK (and with different points of view) came together to discuss this tricky subject. The diversity of retired clients’ circumstances...
Mariam Pourshoushtari 12 April 2019
The typical European Investor
Countries in Europe are implementing financial regulation together, but that doesn’t mean that investors have a homogeneous identity. Our latest European Fund Distribution: Consumer Insights report finds that investors across Europe have few common investing...
Joshua Taylor 05 April 2019