by Ross Langbridge | 26 July 2019 | UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
Age is not just a number, it is one of the most defining variables in British investors’ decision making. Understanding what drives consumers to make choices about investment services and products is critical for firms when developing distribution and marketing...
by Jeremy Fawcett | 05 July 2019 | UK D2C
If investment trusts wanted to shout about the merits of the closed-ended structure, they’ve had two excellent opportunities of late, with the Woodford gating and a similar episode for several property funds following the 2016 EU referendum result. However, they’re...
by Andrew Ashwood | 28 June 2019 | UK D2C
Nearly a third of pension drawdown sales are non-advised. This figure rises sharply if you also include first-time access as a full cash withdrawal, annuity purchase and simplified withdrawal under the UFPLS rules. Perhaps it is time for this significant swathe of...
by Jeremy Fawcett | 14 June 2019 | UK D2C
With the Woodford furore well into its second week, the focus has moved onto platforms. Hargreaves Lansdown has a list of questions from the Treasury Select Committee to answer by next Tuesday. How often are select list inclusions considered and what impact do they...
by Jeremy Fawcett and Andrew Ashwood | 07 June 2019 | UK D2C
Many investment professionals were promoting the Woodford Equity Income fund to investors, so what are the practical implications of the gating debacle for the retail channel? Platforum data on direct platform select lists shows that at the start of 2018, Woodford...
by Cristina Puscas | 22 March 2019 | UK D2C
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...
