Gain insights into topical issues through our wide range of CPD-accredited publications.
The case for hybrid: simplicity, flexibility, security
Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.
A review of pension service 2015
Value for money, ease of doing business, integrity, financial strength and investment options matter the most to financial advisers when dealing with pension product providers, our annual pension service satisfaction survey has revealed.
DFM propositions on platforms – case study
Over the past few years we have seen a proliferation of offerings from those operating in the discretionary investment arena, with varying levels of discretion. Combine these with the multitude of platform-linked propositions and charging structures and it is no wonder those undertaking initial and ongoing due diligence research are finding qualifying suitability a significant task.
A review of platform service 2014 - Measuring adviser satisfaction in the platforms industry
In a platform market that is becoming increasingly homogeneous in terms of the availability of tools, tax wrappers and investment choice, service is now one of the key differentiators.
A Guide to Platforms - 2013
Our 2013 guide to platforms provides a detailed breakdown of the steps advisers should take to ensure a thorough and robust platform selection process. It also contains a checklist for testing the suitability of potential provider partners.