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Tag: TCF

3 into 1 does go – Raymond James mixes it up

Hello, hello, hot, isn’t it? Well, it is today; where today is the day I’m writing this, which is not … Continued

June 19, 2013 by Mark Polson | Posted in: #general   #industry   #Platforms   #Uncategorized  

GC12-06 – The Little Paper That Makes A Big Difference

Back in the mists of last August, I mentioned the FSA Says, We’re Rubber, You’re Glue, It Bounces Off Us … Continued

April 4, 2012 by Mark Polson | Posted in: #general   #industry   #Investments   #Platforms   #Uncategorized  

Go where the risk is

So I just had a good chat with the entirely excellent Jun at Citywire about the FSA’s concerns on single … Continued

March 28, 2012 by Mark Polson | Posted in: #general   #marketing flimflam   #Platforms   #Uncategorized  

Don’t take us for idiots

In an earlier post, I had a bit of a go in an open letter at direct-to-customer platform giant Hargreaves … Continued

January 27, 2012 by Mark Polson | Posted in: #general   #marketing flimflam   #Platforms   #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  

Bosh, bish, the end of commish

Busy week this week. Now the FSA have only gone and published their latest Consultation Paper (CP) on the treatment … Continued

November 16, 2011 by Mark Polson | Posted in: #industry   #Platforms   #Uncategorized  

The right number of platforms to use

So this is something that came up in the sessions I did last week at the PFS conference (and a … Continued

November 15, 2011 by Mark Polson | Posted in: #Platforms   #Uncategorized  

Active Member Discounts – Oops! We Did It Again

I don’t do much writing on pensions these days, but before all the platforms stuff I was a corporate pensions … Continued

October 31, 2011 by Mark Polson | Posted in: #industry   #pensions   #Uncategorized  

Cofunds get their transparency on

So I had the pleasure of attending the Cofunds’ relaunch / refresh / briefing today, wherein Martin, Verona and the … Continued

September 14, 2011 by Mark Polson | Posted in: #general   #industry   #marketing flimflam   #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  

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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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