The Top Class Wednesday Update ponders the colour and shape
Rich looks at how the upcoming pensions and IHT changes are already reshaping platform flows.
The Top Class Wednesday Update is sending butterflies
Mark looks at a shift in the platform market: the D2C/advised split moving from a longstanding 66/34 to 74/26 in a single quarter.
Sean McKinven’s Newsround: 26 May
Elevating summer reading lists, the march of AI and the Pensions Commission report on a future framework for pensions.
Sean McKinven’s Newsround: 7 April
The cruellest month, challenging the finfluencers and how clients are using ChatGPT.
Sean McKinven’s Newsround: 9 March
Transfers are harder than you think, whether that’s music or pensions. Plus, PE risers and fallers and Consumer Duty board reports.
Budget 2025: What’s happening when
The timeline for implementation covering the big changes affecting advice professionals and their clients.
Sean McKinven’s Newsround: 25 August
Overheard tourists in Edinburgh and other eye-catching stories, including falling advice firm numbers and Gen X’s pension problem.
The Top Class Wednesday Update misses Pensions Twitter
This week Mike is in the hot seat and he’s missing the sheer excitement of pensions twitter…
The sunlit uplands of FS policy – and the looming storm clouds
The growth agenda marches on with a new agreement on where pension funds should invest. But ominous policy clouds remain on the horizon.
The Top Class Wednesday Update gives teenage platform analysis
Mark shares some highlights from our latest State of the Platform Nation report, 13 (!) years on from the first ever platform pricing guide.
