The Top Class Wednesday Update is fighting inlfation
Happy Wednesday everybody, if indeed it is a happy Wednesday. I’m struck today by the cover of City AM, which isn’t usually required reading in the fine port of Leith, but which is when it looks like this. No doubt that things are tough, but your faithful Update is doing its bit to fight inflation […]
The Top Class Wednesday Update pays attention to its pension
I’m not Mike Barrett and this update is not about the Consumer Duty. It turns out you’ll have to wait a bit longer for that. Instead … Friends, Romans, countrymen, show me your pension statements. In fact, let’s go to the pub and chat enthusiastically about retirement provision adequacy and risk-adjusted net returns. It’ll make […]
On-brand heatmapping: Aviva goes D2C
On Friday past, the gaffer shared his thoughts on the difficulties facing new entrants to the already stacked D2C market. In it, he alluded to details of a new entrant emerging any day now. Well, today Aviva has launched its platform for consumers, cryptically named the Aviva Consumer Platform. The platform is powered by FNZ […]
Orchestrated Maneouvres in the Wealth
Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]
Orchestrated Maneouvres in the Wealth
Yeah, sorry about that. So it’s been a while since I wrote here, which is daft, but no-one said I was smart. Anyway, I wanted to rekindle the blog a bit, so you’ll have to put up with it, unless you stop reading here, when you won’t. So that’s all good. Skandia Old Mutual Wealth […]
Free pension with every purchase! Cofunds sharpens its pencil.
Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a welcome development. For a long time I’ve been banging on about ‘mid-market’ (sorry) platforms cutting off their noses to spite their faces with differential pension […]
Free pension with every purchase! Cofunds sharpens its pencil.
Just a short post to confirm that as of today Cofunds has removed the establishment (setup) and annual charge on its Suffolk Life-provided Cofunds Pension Account (CPA). This is a welcome development. For a long time I’ve been banging on about ‘mid-market’ (sorry) platforms cutting off their noses to spite their faces with differential pension […]
Pension and platform transfer research: the lang cat needs YOU!
It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up by; and then! well, we were all there. There’s been a lot of discussion about the impact of Budget 2014 on various aspects of the […]
Pension and platform transfer research: the lang cat needs YOU!
It’s a funny old industry we operate in. You’re sat at your desk; eating lunch and listening to the budget speech; mainly to see how much wine is going up by; and then! well, we were all there. There’s been a lot of discussion about the impact of Budget 2014 on various aspects of the […]
Pension transparency FTW
Nothing to do with platforms for a change… We were heartened – heartened I say – by the news today that investment providers to pension schemes will be forced to disclose all charges; not just the highly dubious headline Annual Management Charge (AMC). For those unaware, investment funds incur a load of costs over and […]