Tag Archives: platforms

“No more junkets if you cut our margins” – IFAs warned.


Delegates at PIMS 2017, a floating holiday for Financial Planners (and journalists), seem have  been threatened . “Platforms will struggle to cut charges without affecting existing services”, Seven Investment Management (7IM) head of platform Verona Smith told advisers (including New Model Adviser to … Continue reading

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Why active management is top-shelf material


I have been spending some time making a submission to the FCA about the CP16/30 transaction cost paper. While doing so- I re-read the Executive Summary of the Asset Management Study, which followed a few weeks later. It would be very … Continue reading

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Who moved my cliche? The sorry state of the “employee benefits market”


  I was suffeciently underwhelmed by the “vibrant employee benefits live exhibition” last week to stay just 20 minutes. Bearing in mind the Boris Bike ride from the City to Kensington Olympia, this represented a poor return on my time. … Continue reading

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