Our regular round-up of the latest insights on investment distribution
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
Lower adviser platform flows round off 2018
Few adviser platforms fared particularly well in the final quarter of 2018. Assets shrank by £30bn, with markets firmly in a tailspin and low investor confidence – the FTSE All-Share fell by 11% in Q4 2018. Most platforms saw a notable drop in flows over the year....
Andrew Ashwood 29 March 2019
How do DIY investors select investments?
Investors can be snow-blinded by the thousands of investments available to them. In recent Platforum research we looked at the sources of information investors use to help them make decisions, whether that be news articles, investment platforms’ own guidance...
Cristina Puscas 22 March 2019