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Tag: customers

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  

HULK SMASH SECONDARY ANNUITIES!

Perhaps I was having a grumpy day (a blip in my otherwise sunny persona) when I wrote/ranted about the truly … Continued

October 19, 2016 by Linda Plant | Posted in: #industry   #pensions   #regulation   #Uncategorized  

REMIND ME WHY WE’RE DOING THIS AGAIN?

There’s a theme running through the FCA’s Consultation Paper 16/12: Secondary Annuity Market proposed rules and guidance. If you’ve braved … Continued

April 22, 2016 by Linda Plant | Posted in: #industry   #pensions   #regulation   #Uncategorized  

Miss Woodhouse demands (more accessible and useful disclosure documents)

In Jane Austen’s Emma, during the rather bad-tempered picnic to Box Hill, mischief-making Frank Churchill addresses the assembled party. He … Continued

July 15, 2014 by Linda Plant | Posted in: #industry   #Platforms   #regulation   #Uncategorized  

An open letter to Hargreaves Lansdown

Dear HL Unlike many others in my sector, I’m a big fan of yours. I’m such a big fan that … Continued

November 24, 2011 by Mark Polson | Posted in: #industry   #Investments   #marketing flimflam   #Platforms   #Uncategorized  

It’s D2C nite tonite!

Well, it’s been a busy few days in platformland. First of all there was a very interesting debate between Hugo … Continued

November 2, 2011 by Mark Polson | Posted in: #industry   #Platforms   #Uncategorized  

Apples and oranges

Last week I wrote nice things about Fidelity and their transparent disclosure of fund manager rebates. This week I find … Continued

September 5, 2011 by Mark Polson | Posted in: #general   #industry   #pensions   #Platforms   #Uncategorized  

Gracious, how vexing.

A short but highly peeved post today as a result of the FSA mucking about still further on platform rebates. … Continued

March 29, 2011 by Mark Polson | Posted in: #general   #industry   #Platforms   #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...
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Excellent article Mark - some really great point made.
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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...
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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...
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