// Blog

01 Jul 2020 What the FCA thinks about pension transfers

The regulator published its much-anticipated policy statement PS20/6 (date) and guidance consultation GC20/1 on defined benefit transfer advice. Most of it will be unsurprising to industry, as much had been mooted prior to its publication, but it does bring some additional clarification what constitutes suitable advice for DB transfers. PS20/6 and GC20/1 build on two previous policy statements on DB transfer business. The guidance consultation ends in October.
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27 May 2020 M&G gets the keys to Ascentric

After a couple of months of speculation, M&G has reached an agreement with Royal London to purchase its platform, Ascentric. The deal, subject to FCA approval, brings £14bn of assets and over 90,000 clients to the M&G, in what seemed at first like an oddly timed move.
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03 Feb 2020 We need to talk about bad press…

Hargreaves Lansdown published its interim results on Friday. Chris Hill, CEO, stated that the platform will be introducing changes to its research process with the aim of providing more detail and greater transparency. There will also be new functionality for customers who want a deeper, more autonomous dive into fund research.
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27 Jan 2020 Chinese New Year

The first day of the Chinese New Year, also known as the Spring Festival or the Lunar Near Year, fell at the weekend on Saturday 25 January. It also heralded the start of the year of the Rat, the first in the 12-strong Chinese zodiac.
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20 Jan 2020 Ticking along nicely?

Ethical, responsible, sustainable, eco-friendly, green. The last few years has seen a dramatic rise of these buzzwords across all products and sectors. The public is far more conscious about its impact on the world. As a result, companies are keen to be, or at least perceived to be, as responsible and doing their part to improve the environment and society at large.
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10 Dec 2019 ‘Tis the season…

Standard Life gave its customers an early Christmas present today, announcing lower fees on the Standard Life Wrap and introducing the Drawdown Price Lock.
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05 Dec 2019 Rule Britannia or Fool Britannia?

It feels like I've been writing US-China trade wars and Brexit in investment commentaries since the Flood. Potential new investors have been spectating for months, waiting for resolution of these issues, particularly given 2018's annus horribilis where cash was king (if a less-than-generous one).
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05 Nov 2019 Fundscape Fantasy Fund League – the final whistle

We’re now moving into the final quarter of the Fundscape Fantasy Fund League so here’s a quick update on the standings as at September 2019. To recap, this experiment aims to give the Fundscape team an insight into fund selection and an understanding about investments and the impact of market conditions.
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04 Nov 2019 Embark embarks on platform domination…

Alliance Trust was saved from a fate worse than death when it was sold to Interactive Investor, a D2C platform, last year. Ever since, the industry has been wondering whether Interactive Investor would move into the advised platform arena or stick to its knitting. The wondering is finally over as it was announced that Embark is buying the adviser platform.
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