Our regular round-up of the latest insights on investment distribution

Our latest Consumer Insights report gives the big picture on consumer perception and attitudes to investing. We quantify the numbers of savers and investors and then drill down on active private investors and in particular DIY investors to understand financial...

It’s been a choppy start to the year. The markets have swooped, swerved and swooned. What is the impact on investors? So far, the anecdotal evidence is that advised customers are behaving sensibly. Our conversations with adviser platforms over the past few weeks...

What’s the difference between a DIY and an advised investor? No, not another Christmas cracker joke but one of the areas that our latest Consumer Insights report examines. Why DIY investors are much less inclined to invest in ready-made portfolios than those with...

James Hay’s 'Modular iPlan' - the SIPP provider's platform proposition - had a strong 2015. This looks set to continue in 2016, with  James Hay betting on attracting assets into its on-platform discretionary fund management proposition. It will also look to grow...

Happy New Year – and welcome to the year of the customer. Whilst the Chinese may be preparing to celebrate the year of the monkey, we at Platforum have declared 2016 the year of the customer. The parallel should be obvious. Of course, the monkey in the Chinese...

Aegon’s WARC (Workplace Aegon Retirement Choices) proposition is famous for its slick front end, Retiready. The firm focuses on helping scheme members ‘to and through’ retirement, offering a single platform that can help in both accumulation and decumulation....