Written by Altus on 21 May 2015
Altus Digital Ecosystem Management
Adam Jones will be speaking at the Platforum D2C conference 2015 'Where there's change there's opportunity - is your direct proposition ready? On Wednesday 24th June 2015 at the The Jumeriah Carlton Tower, London.
The event will provide the setting for key industry experts to debate what good looks like for direct services – both for existing propositions and for companies in the planning phase.
It will examine long standing challenges, including where the line between advice and guidance is drawn, and new challenges like how to maximise opportunities presented by the pension freedoms.
Investment solutions for D2C will be explored along with marketing best practise and latest technology available in the sector.
Reading the signs all wrong
Written by Rory Gravatt on 14 August 2018
The Work and Pensions Committee is missing the point when it asks whether people understand the cost and value for money of their pension products – a recent FCA paper revealed that one third of those who opted for pensions freedoms don’t even understand where or how their money is invested
Robo-advice threat is a race against time
Written by Jonathan Warren on 7 August 2018
Concerns about robo-advice are lapsing amongst financial advisers, but financial service providers should not entirely dismiss the risks posed by robo.