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?
Let the tweaking commence
See, they all bang on about ‘it’s not price, it’s value?‘ and all that kind of thing, and then the tweaking starts. The latest tweak isn’t from a platform; it’s from a DFM. Brooks Mac, a highly respectable and well-supported DFM is cutting the charge for its model portfolios from an average of 60bps inc […]
Let the tweaking commence
See, they all bang on about ‘it’s not price, it’s value?‘ and all that kind of thing, and then the tweaking starts. The latest tweak isn’t from a platform; it’s from a DFM. Brooks Mac, a highly respectable and well-supported DFM is cutting the charge for its model portfolios from an average of 60bps inc […]
Cold towels and coffee
I spent most of this morning attempting to read and absorb the FCA’s PS14/9 Review of the client assets regime for investment business: Feedback to CP13/5 and final rules. I say attempting because, at 410 pages long and packed with the kind of industry jargon that makes you want to run screaming from the room, […]
Cold towels and coffee
I spent most of this morning attempting to read and absorb the FCA’s PS14/9 Review of the client assets regime for investment business: Feedback to CP13/5 and final rules. I say attempting because, at 410 pages long and packed with the kind of industry jargon that makes you want to run screaming from the room, […]
Time flies
The brain is a weird thing; it sometimes gets you to care about things you shouldn’t. We launch our new website today, hope you like it and all that, and it’s obviously all very exciting for us. Less so for you. Three and a half years ago or so, when setting up the lang cat, […]
