The right number of platforms to use
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was 2.8. The real answer though is only a little less glib. You should use the […]
The right number of platforms to use
So this is something that came up in the sessions I did last week at the PFS conference (and a very good conference it was). How many platforms should an IFA practice use? My glib answer on the day was 2.8. The real answer though is only a little less glib. You should use the […]
Prix de l’ARC – Aegon hit the wrap market
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]
Prix de l’ARC – Aegon hit the wrap market
So after writing up Cofunds‘ new charging structure a couple of months ago, I think I’d better do the same for the newest kids on the platform block, Aegon. Before I do, I think we should take a moment to congratulate Aegon on a) getting to market and b)being really open, upfront and transparent about […]
It’s D2C nite tonite!
Well, it’s been a busy few days in platformland. First of all there was a very interesting debate between Hugo Thorman of Ascentric/IFDL and David Ferguson of Nucleus on the importance or otherwise of owning your own technology. I was going to write a bit on that but ended up getting huffy about Active Member […]
It’s D2C nite tonite!
Well, it’s been a busy few days in platformland. First of all there was a very interesting debate between Hugo Thorman of Ascentric/IFDL and David Ferguson of Nucleus on the importance or otherwise of owning your own technology. I was going to write a bit on that but ended up getting huffy about Active Member […]
Active Member Discounts – Oops! We Did It Again
I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions dude and once you’ve been there, it never leaves you, sort of thing. So I was fascinated to see that the issue of Active Member Discounts (AMDs) on group pensions is rearing its head again. […]
Active Member Discounts – Oops! We Did It Again
I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions dude and once you’ve been there, it never leaves you, sort of thing. So I was fascinated to see that the issue of Active Member Discounts (AMDs) on group pensions is rearing its head again. […]
How to win Platform Of The Year – Guaranteed!*
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out results for me. First, Scottish Widows took Best New Platform with mymoneyworks. As the judges […]
How to win Platform Of The Year – Guaranteed!*
The platform industry’s annual beano has been and gone once again. And amongst the usual suspects and the ever-lengthening category names (hard to type when you’re tweeting the results, are you listening Clive?) there were a couple of real stand-out results for me. First, Scottish Widows took Best New Platform with mymoneyworks. As the judges […]
