/Investments

Never mind the quality feel the width 2

A major study aimed at fund managers, platforms/providers and advisers

January 2016

WHAT HAPPENS WHEN CIPs HIT RETIREMENT?

When the lang cat teamed up with CWC Research to get up close and personal with the investment outsourcing market, the result was NEVER MIND THE QUALITY, FEEL THE WIDTH. In this report we which questioned not only how advisers select outsourced investment propositions, but also the propositions themselves.

As the market moves on, so have we and the focus for our follow-up naturally shifts to centralised retirement propositions. How are advisers addressing some of the key (and changing) client needs and priorities as they approach a retirement period that may suddenly look very different? What centralised investment propositions are available to help advisers meet these needs? What does ‘good’ look like? We have valuable insight from a range of industry experts as well as a substantial refresh of the data from the first study.

HIGHLIGHTS INCLUDE:

  • What proportion of advisers are genuinely outsourcing? How do they do it?
  • Retirement now increasingly means a long-term relationship with the client. And that means new considerations. How are advisers addressing longevity and succession planning for their business?
  • To what extent is sequencing risk considered a threat to clients’ retirement income and how are advisers dealing with this?
  • How satisfied are advisers with platforms’ decumulation functionality?
  • How accessible is the data and communication material that advisers need to support clients?
  • How do multi-asset funds perform against a range of indices? And how does that picture look if we move from the aggregate to the individual view?
  • What impact does OCF have on flow for multi-asset funds?
  • What’s wrong with risk control in multi-asset investing?

NEVER MIND THE QUALITY, FEEL THE WIDTH 2 ‘is a major study aimed at fund managers, platforms/providers and advisers.’  It’s priced at £4,000 plus VAT.

If you’d like to find out more, please email mark@langcatfinancial.com or mike@langcatfinancial.com

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