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

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....

Last week, we promised that we would bring you our predictions for 2016 in our Friday email. Each of us has put our neck on the line with predictions for how the investment industry will change and evolve in 2016. Tweet your predictions using hashtag...

Fidelity FundsNetwork had a busy 2015: completing the conversion to clean shares, pushing ahead with re-platforming to Bravura’s Sonata solution and introducing a wider range of third-party investment products. We look ahead to where the platform is investing...

The workplace savings market is attracting a great deal of attention. Many consider it the best opportunity to close the savings gap. With auto-enrolment (AE) having been rolled out across large employers and SMEs currently staging, unprecedented numbers of...

This week, @heatherahopkins reviews the Platforum team’s predictions for 2015 -- where we hit or missed the mark. While each of the last 365 days seems to have whizzed by, looking back it feels like a long time since we wrote our Platforum predictions for 2015....