Tag Archives: platforms

Who wins from platforms?

Posted on July 18, 2017 by

    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 →

Posted in advice gap, pensions | Tagged , , , , , , | 6 Comments

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

Posted on May 16, 2017 by

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

Posted on December 17, 2016 by

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”

Posted on October 17, 2016 by

  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 →

Posted in pensions | Tagged , , , , , , , , , | 5 Comments