A combination of auto-enrolment, a more mobile work force and the fallout from RDR is predicted to lead to an explosion in the number of transfer requests. Find out more ->
As the number of platforms continues to grow, what’s happened to that wave of consolidation we heard so much about? It’s still coming but in a slightly different form. Find out more ->
The ripples from RDR continue to grow as we get deeper into implementation. Tax wrappers, offshore funds, advice status, income distributions; all are getting slowly drawn into the RDR whirlpool. Find out more ->
Funds trading in the UK is quite a tangle of competing networks and message standards. Creating a well controlled and efficient operation is impossible without first establishing a single common trading process. Find out more ->
In an increasingly globalised Financial Services world where assets can traverse the globe in seconds, is it any wonder legislators are looking beyond national boundaries? FATCA is just the tip of an iceberg. Find out more ->
The immediate challenge of meeting RDR re-registration requirements is now well in hand but this is just the first step on the transfer journey and further challenges lie ahead. Find out more ->
8 million new pension plans in the next 5 years. That’s a lot of new member data to process and a lot of small pots to administer when they move jobs. So how’s it all going to work? Find out more ->
Pension Transfers
A combination of auto-enrolment, a more mobile work force and the fallout from RDR is predicted to lead to an explosion in the number of transfer requests.
Platforms
As the number of platforms continues to grow, what’s happened to that wave of consolidation we heard so much about? It’s still coming but in a slightly different form.
Retail Distribution Review
The ripples from RDR continue to grow as we get deeper into implementation. Tax wrappers, offshore funds, advice status, income distributions; all are getting slowly drawn into the RDR whirlpool.
Funds Trading
Funds trading in the UK is quite a tangle of competing networks and message standards. Creating a well controlled and efficient operation is impossible without first establishing a single common trading process.
FATCA
In an increasingly globalised Financial Services world where assets can traverse the globe in seconds, is it any wonder legislators are looking beyond national boundaries? FATCA is just the tip of an iceberg.
Re-Registration
The immediate challenge of meeting RDR re-registration requirements is now well in hand but this is just the first step on the transfer journey and further challenges lie ahead.
Pension Reform
8 million new pension plans in the next 5 years. That’s a lot of new member data to process and a lot of small pots to administer when they move jobs. So how’s it all going to work?