Miss Woodhouse demands (more accessible and useful disclosure documents)
In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and so demands from each of them ‘one thing very clever! or two things moderately clever; or three things very dull indeed.’ Mr Frank Churchill’s highly […]
Miss Woodhouse demands (more accessible and useful disclosure documents)
In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He asserts that Miss Emma Woodhouse wishes to be entertained and so demands from each of them ‘one thing very clever! or two things moderately clever; or three things very dull indeed.’ Mr Frank Churchill’s highly […]
Tightening the ZIP – Zurich makes a move

It’s been, ooh, I dunno, weeks or something since a platform mucked around with its charging structure. So it’s with a sense of relief that we heard from our friends at Zurich last week that the Zurich Intermediary Platform – the only platform whose acronym is named after a clothes fastening – has stepped up […]
Tightening the ZIP – Zurich makes a move
It’s been, ooh, I dunno, weeks or something since a platform mucked around with its charging structure. So it’s with a sense of relief that we heard from our friends at Zurich last week that the Zurich Intermediary Platform – the only platform whose acronym is named after a clothes fastening – has stepped up […]
Mark’s Big Self-Congratulatory Blog

Bollocks to self-effacing stuff today. Every so often, bits of validation of what you’re doing happen, and this is one of those days. Last summer, we were putting our annual Guide to Platform Pricing together. It was a bit of a landmark one for us, because for the first time it wasn’t just me, late […]
Mark’s Big Self-Congratulatory Blog

Bollocks to self-effacing stuff today. Every so often, bits of validation of what you’re doing happen, and this is one of those days. Last summer, we were putting our annual Guide to Platform Pricing together. It was a bit of a landmark one for us, because for the first time it wasn’t just me, late […]
Transferring from Stocks and Shares to Cash

The not-so-NISA sting in the tail On the 1st of July, the whole world will tilt on its axis as swathes of Great British investors rush to top up their ISA allowance to a whopping £15,000. People are positively giddy with excitement at the freedom allowed them by Chancellor Osborne’s sweeping budget reforms. Not only […]
Transferring from Stocks and Shares to Cash
The not-so-NISA sting in the tail On the 1st of July, the whole world will tilt on its axis as swathes of Great British investors rush to top up their ISA allowance to a whopping £15,000. People are positively giddy with excitement at the freedom allowed them by Chancellor Osborne’s sweeping budget reforms. Not only […]
A mini-series on charges
Mark Polson has been talking to Emma Wall at Morningstar on fund fees and the pension charge cap. As part of Morningstar’s ongoing ‘ask the expert’ video series. Your browser does not support HTML5 video. What are fund fees? What does the pension charge cap mean for you?
A mini-series on charges
Mark Polson has been talking to Emma Wall at Morningstar on fund fees and the pension charge cap. As part of Morningstar’s ongoing ‘ask the expert’ video series. Your browser does not support HTML5 video. What are fund fees? What does the pension charge cap mean for you?