by Richard Bradley | 04 March 2022 | UK Financial Advisers, UK Fund Distribution
We have seen a steady evolution in UK financial advisers’ propositions since pension freedoms with a tightening up of processes for clients in decumulation. This has included more cash flow planning, and greater emphasis on performing fuller and more proactive annual...
by Richard Bradley | 21 January 2022 | UK Fund Distribution
How big is the total market for retail investments in the UK? There’s granular data on aspects of the market – such as platforms, advice and wealth management. But establishing a figure for the total addressable market means pulling various disparate – often...
by Platforum | 18 December 2020 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
2020 has been a disaster for many businesses. The financial services sector has been very lucky in comparison, insulated from the worst of the crisis. Looking ahead to 2021, we examine here the major trends that are due to shape retail investment channels across the...
by Platforum | 14 February 2020 | UK Fund Distribution
The first batch of assessment of value (AoV) reports from asset managers have appeared on our desks from Hargreaves Lansdown, Vanguard and Rathbones. The FCA’s has ‘concerns that retail investors may be getting poor value for money’ and has chosen several assessment...
by Platforum Team | 13 December 2019 | ESG, Europe, UK Adviser Platforms, UK D2C, UK Financial Advisers, UK Fund Distribution, UK Wealth Management
All across Europe – including UK – we are seeing changes to regulation, demographics and what investors want. Firms continue to evolve their business models and the industry slowly alters course. Our last newsletter of the year covers our predictions for 2020 and...
by Jeremy Fawcett | 18 October 2019 | UK D2C, UK Fund Distribution
This week saw Link pull the plug on the Woodford Equity Income Fund (WEIF), leading to the investment manager’s exit from its other vehicles. WEIF investors don’t know how much of the 85p current valuation will be returned to them in 2020. The Patient Capital...
