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Tag Archives: platforms
The problem with platforms (is that everyone loves them).
Platforms are a relatively new but significant and growing distribution channel. The platform service provider market has doubled since 2013 from £250bn to £500bnassets under administration (AUA). This growth in AUA has been driven by rising markets and increasing levels … Continue reading
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Posted in pensions
Tagged Boring Money, Drawdown, FCA, Hargreaves Lansdown, LaingCat, pensions, platforms, SIPP, St James Place, Vanguard
3 Comments
“Fund pays”. How platforms hide the bills till it’s too late.
I published a blog over the weekend , which is rather better for the comments it’s attracted. Indeed there’s an argument to read the comments and ignore the blog! The blog asked “what’s the point of platforms?”. I hadn’t expected … Continue reading
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What’s the point of these fund platforms?
This is a comment from an IFA on the recent history of retail investment platforms in the UK. I find AJ Bell about the best, but they too have their moments. Aviva – Rubbish Aegon – Rubbish ATS – Rubbish … Continue reading
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Who wins from platforms?
I enjoyed reading the FCA’s Terms of Reference for its Platform Market Study, it posed many questions and I’m looking forward to the answers. Few investors properly understand what platforms are , what they do and how much they … Continue reading
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Posted in advice gap, pensions
Tagged advice, Equitable Life, FCA, Hargreaves Lansdown, non-advised, platforms, platforum
6 Comments
“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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Posted in pensions
Tagged 7IM, FCA, IFA, platforms, Price, Technology, value, Value for Money
3 Comments
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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Posted in pensions
Tagged benefits, cheese, Commission, Compensation, Corporate, employee benefits, employee benefits live, platforms, reward, Technology
5 Comments
