/Pensions

When the levee breaks

It may have escaped your attention but Things Are Afoot in the retirement savings market.

April 2015

HELLO AND WELCOME

It may have escaped your attention but Things Are Afoot in the retirement savings market. Yes, really. And not just a few ‘DRIPS’ into the bucket of business as usual. No, this is a ‘DELUGE’ of doing things differently. A ‘RIVER’ of revolution.

Which brings us neatly to ‘WHEN THE LEVEE BREAKS: WHAT NEXT FOR THE UK RETIREMENT SAVINGS MARKET?’ the lang cat’s guide to what it all means for advisers, providers and consumers but, more importantly, what’s next once we move on from the initial ‘FLOOD’ of . Oh, you’ve got it now? With the water? And the levee? OK.

Here’s what awaits you as we ‘SURF’ the ‘WAVE’ of change in retirement savings (sorry):

  • In-depth view of impacts on providers, consumers and advisers!
  • Product availability and charge analysis (natch)!
  • Regulatory roundup!
  • Dingo jokes!
  • Lessons from the USA and Australia!
  • Lizards!
  • The second line of defence in practice (featuring a lang cat field trip to Scottish Widows)!
  • The proposed secondary annuity market (featuring the wisdom of Platform Man)!
  • Pictures of cats and stuff!

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Impact of poor service

/ White papers

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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.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

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.

/ White papers

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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.