AKG in the News

Through its role as a leading provider of independent information, both ratings and other assessment and comparative data, AKG regularly appears across trade and national publications. AKG enjoys a particularly high profile with intermediary firms and product providers and other key bodies.

A roundup of appearances is provided here for reference.

Due diligence in context

In this feature Matt Ward of AKG puts due diligence in context, sharing a robust and repeatable framework for Discretionary Fund Manager (DFM) selection and retention. Given the current regulatory and competitive landscape, Matt also highlights a number of areas advisers should cover in their questioning as we enter 2018.

DISCUS - 15 Dec 2017

Why governance is important for managed investment solutions

A comprehensive feature from AKG on the growing importance of the governance structures and processes which underpin the delivery of managed investment solutions. This feature in FTAdviser, which qualifies for CPD, includes AKG’s thoughts on what might represent good governance and looks at key areas of consideration for advisers when appraising the governance structures and processes employed by providers of managed investment solutions.

FTAdviser - 12 Dec 2017

Masterclass, Best Foot Forward – Research and Due Diligence Requirements

AKG features in the November 2017 digital edition of International Adviser. This MasterClass looks at the requirement for adviser businesses to carry out robust research and due diligence exercises (and hints at areas of focus for these exercises) when selecting product, investment and platform solutions, in order to achieve positive customer outcomes. It also underlines the importance of contextualising these exercises against an ever changing market and looks at some of the key items for consideration when looking at international financial services partners.

International Adviser - 16 Nov 2017

Product governance post-Mifid and your clients’ investments

This article forms part of a wider FTAdviser Guide to Mifid II implementation and includes a listing from AKG on various considerations for firms when it comes to Mifid II’s product governance requirements.

FT Adviser - 09 Nov 2017

Prudential’s 2017 Adviser Barometer

Prudential has published its 2017 Adviser Barometer, Embracing Opportunities in the Adviser Market, a ‘state of the nation’ report based on an annual market research exercise with advisers. Includes a quotation from AKG on the requirement for adviser businesses to carry out robust research and due diligence when selecting product, investment and platform solutions (p.12).

Prudential - 02 Nov 2017

Platform due diligence

AKG’s Matt Ward discusses platform due diligence in the November edition of Professional Paraplanner, including the importance of striking the right balance when selecting platform partners and the requirement to contextualise due diligence processes against the backdrop of an evolving financial services market.

Professional Paraplanner - 27 Oct 2017

DFM due diligence

Matt Ward, Communications Director at AKG, outlines key DFM due diligence steps and the role of company-level assessments as part of this process.

Professional Paraplanner - 01 Oct 2017

Pensions Pressure Front

In the Autumn edition of the PFS’s Personal Finance Professional magazine, AKG’s Matt Ward reflects on key considerations for financial advisers and other key market players two years on from the introduction of pension freedoms.

Personal Finance Professional - 29 Sep 2017

Assessing financial strength

Matt Ward, communications director at AKG Financial Analytics, provides an overview of the role of financial strength assessment in research and due diligence exercises.

Professional Paraplanner - 01 Sep 2017

Four pillars of DFM due diligence

Andrew Denham-Davis of Brooks Macdonald looks at processes that can help paraplanners improve due diligence on their discretionary fund manager partners, including reference to how AKG’s DFM Profile & Financial Strength Reports can be used to support financial strength considerations.

Professional Paraplanner - 01 Sep 2017

AKG financial strength ratings for insurance companies referenced in third party market report on the bulk annuity market.

Hymans Robertson has recently published its annual review of the bulk annuity market. The 2017 Risk transfer report explores bulk annuity insurers, insurance company strategies, regulation, longevity and demand from DB pension schemes. AKG’s financial strength ratings for insurance companies (assessed within our sector for Life Companies, Friendly Societies & Similar Providers) are referenced within the Insurer summary insights section of the report.

Hymans Robertson Risk transfer report, August 2017 - 08 Aug 2017

Financial strength ratings: what are they and how to use them in your due diligence

Guy Vanner, Managing Director at AKG Financial Analytics, was interviewed as part of the DISCUS COFFEE Talks series where he talked about AKG’s approach to financial strength assessments and ratings, including some of the key factors considered within AKG’s analysis.

DISCUS (Discretionary Investment Services Coming Under Scrutiny) - 20 Jul 2017

Aviva puts forward 1% 'all-in fee' on PruFund rival

Jack Gilbert of Citywire’s New Model Adviser discusses the potential market entrance of a new smooth managed fund proposition from Aviva and its potential market positioning. The article includes brief reference to with profits market data from AKG.

New Model Adviser - 14 Jul 2017

AKG assessment of Royal London’s Governed Portfolio proposition

Royal London has commissioned AKG to carry out an independent assessment of the governance structure and processes which underpin the ongoing delivery of Royal London’s Governed Portfolio proposition. The key tenet of this assessment is to look at how governance works in practice and how it responds to, and deals with, change. The role of Royal London’s Investment Advisory Committee (IAC) is also appraised, and the involvement of Royal London Asset Management (RLAM) is also considered.

Royal London for advisers - 27 Jun 2017

What do adviser’s look for when researching discretionary solutions?

Gillian Hepburn from DISCUS highlights some of the key criteria being used by advisers when they review and select Discretionary Fund Manager (DFM) propositions via the DISCUS Compare tool. A new entrant to the Top 10 criteria was the ‘Availability of a financial strength rating and report from AKG’.

DISCUS (Discretionary Investment Services Coming Under Scrutiny) - 08 Jun 2017

Technical Briefing, Pension Freedoms

Catch of the day – As the UK Pension Freedoms introduced two years ago raised customer awareness of the need for pension planning, exciting new market opportunities are there for the taking for those businesses angling for them. AKG’s Communications Director, Matt Ward, takes a look at the evolving post-Pension Freedoms retirement market…

International Adviser - 01 Jun 2017

AKG Rating

Ratings agency AKG has upgraded our SIPP’s financial strength rating to a ‘B’ demonstrating our continued commitment and investment in our SIPP business. The move means our financial strength is now rated as ‘strong’. The AKG rating is designed to meet adviser’s information needs for assessing the financial strength of UK providers and to provide independently evaluated information to assist in the choice of a service provider. It evaluates company structure, financial data, assets under administration, distribution and product information and service.

Barnett Waddingham - 23 May 2017

Focus on retirement – the evolving UK retirement market

We are on the cusp of the second anniversary of the introduction of pension freedoms in the UK, and it has been fascinating to monitor how the retirement market is evolving. Many companies and stakeholders across the market have had to (re-)appraise and evaluate their strategies because of these changes. In this feature AKG looks at some of the associated emerging behaviours, developments and trends.

Commerzbank, Thinking Ahead Magazine - 03 Apr 2017

Key DFM due diligence steps and the role of provider-level assessment as part of this process

In the Q1 2017 edition of Synaptic Software’s Connection Magazine, AKG discusses the requirement for advisers to establish a robust and repeatable due diligence framework when selecting DFMs and proposes a balanced four-step process to employ when seeking to carry out such due diligence exercises.

Synaptic Software, Connection Magazine - 16 Mar 2017

2017 UK pensions market outlook and direction of travel

2017 promises to be another busy year for pensions in the UK, but with further collaborative and progressive industry efforts, there would appear to be some promising signs ahead. Matt Ward, Communications Director at AKG Financial Analytics, discusses the outlook and direction of travel for the UK pensions market during 2017 in the January edition of Commerzbank’s Thinking Ahead Magazine.

Commerzbank’s Thinking Ahead Magazine - 03 Jan 2017

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