So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully
So, exactly a year after the terms of reference were published, the FCA has lifted the lid on the asset management industry’s Pandora’s box in what could well (and hopefully
Perhaps I was having a grumpy day (a blip in my otherwise sunny persona) when I wrote/ranted about the truly horrible prospect of a secondary annuity market. Or perhaps it
Perhaps I was having a grumpy day (a blip in my otherwise sunny persona) when I wrote/ranted about the truly horrible prospect of a secondary annuity market. Or perhaps it
July 2006 is not a month to stir the memories. England had just been knocked out of the world cup on pens, the best-selling album was the High School Musical
I’m pretty sure Chuck D and Flavor Flav had other things on their mind beyond platform due diligence when they penned their 1988 classic, but hey, it’s a great record,
Another week, another chunky missive from the FCA. Although happily, PS16/12: Pensions reforms, feedback on CP15/30 and final rules and guidance didn’t make me feel like turning green and smashing
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
After a quiet few months in platform land it feels like things are about to change, and potentially quite dramatically. There are a number of rumours doing the rounds, here,
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.
