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.

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…

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?

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.

February 19, 2021
Pathways or roadblocks? Will consumers use Investment Pathways?

The FCA’s Investment Pathways have launched with the aim of improving retirement income outcomes for consumers, particularly those without access to advice. In this Citylogue, we follow up our last blog looking at non-advised drawdown, to discuss consumer reactions to Pathways and the increasing onus on providers to support consumers in making good investment decisions.

January 26, 2021
Non-advised drawdown – the perils and pitfalls facing pension savers

This research collaboration between NMG and Legal and General Investment Management looks at the issues faced by retirees making retirement income decisions without financial advice.

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.

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