WE ARE
a vibrant, irreverent and evidence-based research consultancy working with financial planners and providers to improve client outcomes.
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Science of Retirement Conference 2019
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What we do for financial advisers, platforms and asset managers
Investment Propositions
We work with financial planning firms to create robust evidence-based investment propositions. We influence well over £1billion of client assets through our research and due-diligence work for advisers.
Rating & Benchmarking
We benchmark investment products, platforms, and providers based on a range of metrics designed to support the adviser’s due-diligence and inform the provider’s competitive positioning in the marketplace.
Retirement Income
Our extensive research on sustainable withdrawal strategies is relied upon by planners to deliver robust retirement income advice and by providers to create products that are fit for purpose.
Paul Cleworth
David Gibson
Tim Page
Check out our thought-provoking, no holds-barred articles!
Robo-advice and the art of growing customers for the competition
‘We have been growing customers for General Motors’ observed Lewis Crusoe, a vice-president of the Ford Motor Company in the 1950s. Mr Crusoe was talking about a well-known problem at the company; low-income Ford owners were trading up to a medium-priced...
Will the FCA’s inducement rules kill off on-platform tools?
Should advisers use free – but often inferior – tools offered by platforms and product providers, or should they pay for best-of-breed, independent tools available in the marketplace? This debate has raged among advisers for a long time. The FCA might have...
Cobras, Unintended Consequences & Multi-Asset Funds
Today, we publish our Multi-Asset Fund Guide 2018 titled Dysfunctional Families. This guide is an in-depth analysis of 91 fund families consisting of 402 individual funds in which a £148bn of client’s money is invested. The story of the cobra in India during British...