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D2C Platforms – the lang cat heatmaps

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If youâ??ve come to this page looking for the latest lang cat D2C pricing tables, then youâ??ve hit an extraordinary stroke of luck. (Or just followed a link sent by us. Whatever)

Attached below are 2 files showing the most up to date lang cat #heatmaps for D2C investment, one for ISA and one for SIPP. Both show the annual cost of investing, displayed in both percentages and pounds. As with any set of data, some house rules apply so itâ??s well worth having a quick read of the assumptions we make;

  • We look at ongoing core platform and wrapper costs. We donâ??t add in any initial costs. These are few and far between and quite frankly are finicky to amortise (posh â?? convert) to an annual, ongoing basis.
  • We assume investment in funds. Tables looking at equity investment are available on request.
  • We assume the cost of making 5 full switches throughout the year, equating to 5 buy and 5 sell transactions.
  • There are a few special offers on the go at the moment â?? namely for the upcoming ISA season. We include these along with a note of the terms.

The tables will be updated on a regular basis, typically whenever a provider makes a change to its pricing model or if we make a change to our assumptions.

If youâ??re a journalist, and would like to use these tables, then please do get in touch typically via either Mark Locke (07718424711) or Steve Nelson (07429404356) for comment or further content.

Latest ISA Tables

Latest SIPP Tables

Posted in: #Platforms   #Uncategorized  

About Steven Nelson

One third of team data. Certified millennial despite colleague views to the contrary. Known for his above average data and excel skills. Research and insight specialist with particular expertise in platform pricing.

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