Podcast 005: Mark Polson on Platform Pricing, CIP and The Pie of Destiny

You want how much? Cover


In this podcast, I talk to platform guru Mark Polson of the lang cat, about his latest Platform Pricing Guide, Centralised Investment Propositions and the Pie of Destiny.

I asked  Mark what the Platform Pricing Guide tells us (but more importantly what it doesn’t tell us) about how platform pricing is changing. Are platforms locked in a race to the bottom?

According a recent While Paper by Altus, effective yield on platform AUA has already halved (from 80bps to 40bps)  between 2006-2011 and looks set to fall further still as price competition intensifies. How much further will platform pricing fall or it is just about where it needs to be now?

Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

Read Full Bio

Submit a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.