Citylogue

Citylogue is for those working in the UK & EMEA wealth management industry. Released fortnightly by our London based consulting team, these articles provide easily digestible insights across wealth management, asset management, and protection.

September 15, 2020
Income Protection’s Time to Shine?

COVID-19 has highlighted the risk of involuntary unemployment and is driving consumer interest to retail Income Protection (IP); but does retail IP actually meet their needs?

August 11, 2020
The Financial Adviser Opportunities for DFMs

With growing competition between model portfolio providers, what can discretionary fund managers do to position themselves more…

April 14, 2020
COVID – Planning Now to Capture the Emerging Product Opportunity

Having sent initial COVID communication to existing customers, now is the time for life insurance and wealth providers to plan for product opportunities with the emergence from lockdown.

March 24, 2020
Customers can’t buy toilet paper. Time for a new messaging framework.

The exponential spread of COVID-19 and its impact on financial markets has resulted in substantial losses for investors in an unprecedentedly short time.

February 6, 2020
“Say-do” gap – getting the truth in customer insight

A recent behavioural study conducted by the Nest Pensions Insights team provides a reminder of the one of the bigger pitfalls of consumer research: the gulf between what people say they will do and what they actually do.

ESG and asset managers
January 17, 2020
What asset owners want from ESG and their asset managers

ESG is going mainstream, but what asset owners are seeking to achieve and the role of their asset managers is still poorly understood. NMG’s new Global ESG Study provides answers to the big ESG questions. Based on interviews with over 200 asset owners and 800 responses from US plan sponsors and advisers implementing ESG…

aerial
November 5, 2019
NEST’s members: targets for competitors?

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. Against a slow growth UK wealth market, these dynamics make workplace pensions appear tempting for entrants. But with profitability elusive, is this actually a siren song?

October 10, 2019
DC workplace pensions: rising flows

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.

August 7, 2019
4 realistic ideas about pensions disengagement

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.

July 11, 2019
Sizing the DB transfer market

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.

Scroll to Top