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Category: Investments

HMRC take HL to the (super)cleaners

Summer holidays are always a good time to bury good news, and as I glanced at my iphone from my … Continued

August 20, 2019 by Mike Barrett | Posted in: #industry   #Investments   #Platforms  

Robo Wars

It’s a tough job putting our annual guides together. For both our recently published Guide to Direct Platform Investing and … Continued

September 22, 2018 by Mike Barrett | Posted in: #industry   #Investments   #regulation  

CONSUMERS HAVE THEIR SAY ABOUT PLATFORMS

Weighing in at 91 pages and backed by a study of more than 3,000 platform users, the consumer research element … Continued

July 19, 2018 by Linda Plant | Posted in: #industry   #Investments   #Platforms   #regulation  

Assess THIS: our thoughts on the FCA’s Asset Management Market Study paper PS18/08

Today is a significant day for asset management in the UK. The Asset Management Market Study has taken a big … Continued

April 5, 2018 by Mike Barrett | Posted in: #industry   #Investments   #regulation  

HMRC kill superclean funds?

Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could … Continued

March 20, 2018 by Mike Barrett | Posted in: #industry   #Investments   #Platforms   #regulation  

Our thoughts on the Standard Life / Phoenix announcement

Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of … Continued

March 1, 2018 by Mark Polson | Posted in: #industry   #Investments   #Platforms  

I would have got away with it too if it wasn’t for those meddling KIIDs

The cat is officially out of the bag (not that we condone cats being in bags). One of the changes … Continued

January 21, 2018 by Mike Barrett | Posted in: #Investments   #regulation  

MIFID reality check

So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete … Continued

January 12, 2018 by Mike Barrett | Posted in: #industry   #Investments   #Platforms   #regulation  

SJP ate my hamster

The other week I had the pleasure of presenting in Birmingham to around 40 advisers. The session was a whistle … Continued

November 17, 2017 by Mike Barrett | Posted in: #industry   #Investments  

WHAT NO LISA?

The lang cat’s Platform Market Scorecard was released to subscribers last week. You can read more about it here, but … Continued

September 8, 2017 by Terry Huddart | Posted in: #Investments   #pensions   #Platforms   #regulation   #Uncategorized  

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Recent Comments

What does VI stand for?
Clare Weight
I think your "A Last Word" para sums up (bang-for-buck) the least considered, biggest impact parts of this. As someone who used to work there and is now back shilling my wares as a contractor, that...
HeadChorister McM
Excellent article Mark - some really great point made.
David Davidson
Iain Good comment. What is it Standard (Life) after this deal? What do they stand for? What is their Why? Mark - I am not sure that you personally had dealings with Phoenix Life. I have...
Eugen N
Are the mighty Standard Life, an ex-employer of mine, becoming increasingly irrelevant? I know they push their wrap account - but its not really price competitive, they have their SL Aberdeen...
Iain Wishart
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