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

The government wants to radically improve access to advice but they can be quite lax about what they mean so anyone working on execution-only ‘guidance’ or simplified advice will be taking note as well. Perhaps the most tried and tested guidance tools are the...

This week Miranda Seath (LinkedIn), Platforum Conference Development Manager, introduces the agenda for Platforum 2015: The Retail Investment Conference. Many of you might be taking the chance to escape from this inconsistent British weather to take a break in...

This week Jeremy Fawcett (@jfawcett), Head of Direct, gives a mid-year update on the D2C market and contemplates the arrival of the Financial Advice Market Review. We reported annual growth of 13% AUA for direct platforms back in February – far less than we’ve seen...

It is hard to see why anyone would choose uncrystallised funds pension lump sum (UFPLS) when flexi-access drawdown (FAD) is available. Even if you wanted to take 25% tax free cash combined with 75% taxable income on every withdrawal, FAD will allow you to do that....

This week Heather Hopkins (@heatherahopkins) Head of Research at Platforum, discusses robo-advice and human interaction – a topic that will be discussed at “Platforum 2015 – The Retail Investment Conference” on 1st October 2015.  We have extended the deadline to...

Highlights: Turnover increased by 40% to £7.371m (from £5.277m) Profit up by +45% to £1.681m (from £1.161m) AUM increased by +69% (£1.705bn at end March 2015) Operating profit up by +29% to £2.122m (£1.647m) Staff numbers rise by +60% Richard Mein, chief executive...