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 Richard Bradley | 19 July 2019 | UK Financial Advisers, UK Fund Distribution
Pre-RDR, much of the ‘power’ in the market was held by asset managers: they charged the fees and remunerated advisers/platforms via rebates/commission. The RDR flipped this on its head. Now it is the advisers who are firmly in control, setting fees and choosing – or...
by Mariam Pourshoushtari | 12 July 2019 | UK Financial Advisers
Recruiting advisers and other experienced staff ranks as one of the biggest challenges that advice businesses now face, according to many of the owners and managers of advice firms we have spoken to in our research at Platforum. In fact, we discovered that half of...
by Richard Bradley | 24 May 2019 | UK Financial Advisers
The debate around how to generate sustainable retirement income has continued to rage this week. Pre-pension freedoms, this problem hardly existed: the requirement of a base level of guaranteed income before accessing flexible drawdown effectively excluded all but the...
by Andrew Ashwood | 10 May 2019 | UK Financial Advisers
For all but the wealthiest, generating enough income to meet wants and needs in retirement, is not straightforward. For advisers, building reliable strategies to provide that whole of life income is a major challenge. ONS data shows a rapid shift in the coming years...
by Richard Bradley | 03 May 2019 | UK Financial Advisers
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...
