Adviser firms’ models could look very different in four years’ time…
Can we do better? How? And when?
Find out. Join me in a conversation. Register for @Embarkplatform's panel discussion next Tues at 3.30pm.
https://t.co/ujBRSIYZbM
#AdviserEcosystem#BeInformed#ChangingTimes
Pre-empting justified howls of ‘you would say that’ because of our Investment Pathways tool and strategic asset allocation model – look at the downside protection numbers, they speak for themselves.
. @johnegreenwood CA pathways delay coverage: Yes it’s chance for FCA to improve options & chance (imperative, I’d argue) for providers to strengthen investment propositions and comms BUT… https://t.co/3iyBTEzsTP
…time for provider action is NOW. Urgently need to remove emotion from investment decisions & thereby limit knee-jerk reaction to ongoing market volatility. Fintech holds the key here.
We explore what the FCA's ROR policy statement means for the industry, what it may mean for your business, and how we can support you to help your customers make better informed decisions and ensure they remain engaged through drawdown. https://t.co/yjF6tttqCB #FCAresponse
Have you visited our Drawdown Hub yet? Your one-stop-shop for knowledge, research and understanding of income drawdown. https://t.co/qsuEyemMml #incomedrawdown#pensions#contenthub
A summary of the market's movements over the last quarter and the effect of the latest conditions on the asset returns and asset allocations. @EValueuk
Last week, the FCA released their latest consultation paper outlining thoughts on default investment pathways, with the aim of supporting better retirement outcomes. See here for a summary.
Read our response to the FCA's latest consultation paper on its Retirements Outcomes Review: get a brief summary of the findings and what opportunities there are for the industry https://t.co/S5SEA9EOar #retirementoutcomes#investmentpathways#FCA#pension#drawdown
Discover what other businesses in #FinancialServices are doing to give their customers a better, more #personalised experience: from #assetmanagers to #FSIs. Read more in our infographic - https://t.co/KvVuCVAvP0