There’s a theme running through the FCA’s Consultation Paper 16/12: Secondary Annuity Market proposed rules and guidance. If you’ve braved all 112 pages (or any of them really) you might
There’s a new endangered species to add to the ever growing list. Never mind your black rhinos or your Sumatran orangutans. No, the one we need to worry about is
He likes to work a crowd does our Gideon. To be fair, it’s his big moment of the year. The key note speech. The one time people will generally sit
We’ve already taken a light touch (ahem) look at the FAMR report overall but, in among all the consultations and not consultations and the stuff that is actually going to
Sequence risk has been a hot topic lately and with recent market volatility questions of post-retirement portfolio construction are at the forefront of advisers’ minds. However, new research from CWC
If there is one thing I’ve learnt during 20 years in financial services, it’s that August is traditionally a quiet month. Everyone goes on holiday and then frantically crams in
One of the most iconic scenes in The Wire is the court room scene where Omar, a character who has a penchant for murdering drug dealers, is being cross examined
So we’ve had Mr Polson’s version of the #langcatlive experience. A perspective largely from behind a camera which, after a little cross-London sprint and some highly educational narrative, was happily
Well, that was a blast. Our first ever solo event went pretty damn well, we exceeded our expectations on numbers, all the speakers were ace and Henry Cobbe of Birthstar
Having spent the last couple of months SWIMMING in the pool of change that is the UK at retirement market – not just DIPPING A TOE, you understand but DIVING
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
