The minimum contributions ramp-up is helping drive growth in DC workplace pension flows. In parallel, the switching “secondary market”, long predicted but slow to emerge, is also picking up steam.
DC workplace pensions: rising flows Read More »
The level of collective investment focused on transforming the life insurance proposition exceeds anything seen in the last thirty years
The Innovation Imperative Read More »
There is no doubt that there are significant shifts occurring in the advice industry: FASEA will see many advisers leave
The forgotten advice distribution opportunity Read More »
Member disengagement in workplace pensions is well documented; with similar issues evident in individual pensions, providers need to be smart but realistic in their communications strategy.
4 realistic ideas about pensions disengagement Read More »
The DB transfer market has been a key new source of retail flows in recent years but is under considerable regulatory pressure. Although run rates are well off their peak, underlying dynamics mean that DB transfers should continue to play an important role in new flows.
Sizing the DB transfer market Read More »
The UK wealth industry value chain has been resilient over the past decade, despite many changes including rapid growth in AUM, the rise of platforms as a dominant method of distribution to consumers, and access to wholesale or institutional pricing from asset managers.
UK wealth value chain is gradually contracting Read More »
There have been many ‘Chicken Little-esque’ predictions that the sky is falling in, that FASEA and the fall-out from the Royal Commission will decimate the number of advisers in the industry, creating a large advice gap and preventing many investors who could benefit from advice from being served.
The advice gap is dramatically overstated Read More »
The upwards march of passive market share seems unstoppable. But there are reasons to think why, in some institutional segments at least, market-cap passive share may peak soon.
3 reasons why passive share may top out Read More »
Is two too few? M&A strategies in the primary P&C broking segment often have unintended ramifications upstream. And, on occasion,
Reinsurance Broking: Is two too few? Read More »
The last few years have seen AustralianSuper dominate the pensions landscape in Australia, topping the charts in terms of net flows year after year.
AustralianSuper builds $70m war chest Read More »
