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!
Retirement Income Planning But NOT As We Know It
The new pension freedom rules present unique opportunities and challenges to advisers. With most restrictions to pension access out the window, and the perception rightly or wrongly that annuities are poor value, clients will look up to their financial planners for...
White Paper: Delivering A Robust Investment Proposition
Whether you run an in-house investment proposition, or refer clients to discretionary investments managers, use multi-manager/asset funds or you're yet to decide exactly what your investment proposition is, Aviva's new white paper of investment propositions is...
Awards For The Most Profitable and Biggest Loss-Making Platforms
So if you saw our #PlatformProfitability Awards on twitter this morning and wondering what on earth is going on... it's part of our Guide to Platform Profitability - the first ever of its kind in the industry providing a detailed analysis for advisers on...
Platform Profitability (Twitter) Award Event- 10am on Wed, 3rd Dec
I have never really been a big fan on industry awards. One reason for this is they only tell you who they think the best providers are, and not the worst ones!!!, Bizarre right? I know 🙂 Not to mention the metrics are often undisclosed, presumably because they are...
Platforms, Profitability and Paying Lip Service To Due Diligence
It's probably no news to anyone that the FCA is obsessed about how advisers conduct due-diligence. So much so that the regulator is going to spent significant time and resources on a thematic review on the subject next year. It's expected that this review will cover a...
Volatility Drag In A Retirement Portfolio And What To Do About It
My previous article on the dangers of sequence of return risk in a drawdown portfolio appears to have struck a chord with readers of this blog: it prompted quite the response from many planners wanting to know the issue can be addressed. The truth is there is no...
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