Welcome our blog. This is where we share thought-provoking, no-holds-barred opinions and commentaries on all things retirement income, financial planning and investing!

Platform Report 2021: Field of Dreams

Platform Report 2021: Field of Dreams

FinalytiQ’s Platform Report 2021 ‘Field of Dreams’ is here! Including our notorious Financial Performance Ratings. The report focuses on the financial performance of the platform businesses, not their parents. We’ve trawled through numerous annual accounts and...

Breaking the prediction habit

Breaking the prediction habit

“Prediction is very difficult, especially if it's about the future!” Niels Bohr Human beings love to make predictions. Just look at the extraordinary growth of the gambling industry. Twenty-four hours a day, you can place a bet on anything from the number of throw-ins...

How much does is cost to build an investment platform?

How much does is cost to build an investment platform?

The truth is, it differs wildly. We looked into three categories: robo advice platforms, life co platforms and independent platforms and we found some incredible differences, and published the findings in our 2020 Advised Platform Report ‘Endgame’. You can see a...

Your 2020 Platform Report is here!

Your 2020 Platform Report is here!

FinalytiQ’s Advised Platform Report ‘Endgame’ is here! Including our notorious Financial Performance Ratings. As you’d expect, we tell it like it is, providing in-depth insight and analysis of the financial performance of over 20 advised platforms over the last three...

Sponsored consultancy reports: The new product commission

Sponsored consultancy reports: The new product commission

I used to think of myself as a consultant. I still do - to a degree. I’ve always tried to approach the work with a critical, data-driven, no-holds-barred mindset, that’s constantly challenging the status quo. I cut my teeth in the industry pontificating on what the...

SORC20 Headliner David  Schneider Announced

SORC20 Headliner David Schneider Announced

We have some exciting news... Drum-roll, please!TV personality David Schneider will be delivering a keynote at the Science of Retirement Conference in London on the 5th of March! David is one of the countries leading comedians and storytellers, but what has that got...

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