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Company Assessment Reports

AKG financial strength assessment reports provide a principal delivery mechanism for AKG information and ratings. We produce over 100 reports across five assessment sectors - Provider, Offshore, Platform, DFM and International Platform.

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AKG publishes a number of industry research papers for the intermediary market on a range of topics that are available to download for free.

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AKG Ratings and Assessments

AKG ratings and assessments benefit from core strengths of being accessible, comparative and independent. They are designed to meet the selection needs of intermediaries and their clients.

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AKG in the News

AKG regularly appears across trade and national publications. AKG enjoys a particularly high profile with intermediary firms and product providers and other key bodies.

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Specialists in the provision of assessment, ratings, information and consultancy to the financial services industry.

About AKG

AKG is an independent organisation, which has specialised in the provision of assessment, ratings, information and market assistance to the financial services industry for over 30 years.

A core focus is financial strength. In this AKG takes a specific and distinct customer perspective – that of the customer with ratings and reports designed and delivered for use by financial advisers.

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Our Services

Consultancy Services for Intermediaries

AKG works with a range of client types in the intermediary channel, including IFAs, banks and employee benefit consultants, helping businesses drive best practice to underpin the delivery of positive customer outcomes.

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Ratings
and Reports

AKG is a leading provider of information to the financial services community.

These include ratings of financial services companies, assessment of financial services companies and products and the provision of data on both companies and products.

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Consultancy Services for Financial Institutions

Providers of product and fund solutions, operating in the extremely competitve intermediary distribution channel, increasingly benefit from an independent external perspective and flexible access to key professional skills and knowledge.

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Latest Reports

DFM Reports

Close Brothers Asset Management

Issued: 10 May 2022
Provider Reports

Omnilife

Issued: 4 May 2022
DFM Reports

LGT Wealth Management

Issued: 4 May 2022
Platform Reports

True Potential

Issued: 29 Apr 2022
DFM Reports

Canaccord Genuity Wealth

Issued: 5 Apr 2022
DFM Reports

Octopus Investments

Issued: 5 Apr 2022

Report Bundles

Platform Reports

Set of All Reports

Issued: 20 May 2022
Offshore Reports

Set of All Reports

Issued: 20 May 2022
DFM Reports

Set of All Reports

Issued: 20 May 2022
Provider Reports

Set of All Reports

Issued: 20 May 2022

Research Paper Spotlight

Research Briefing 2021: Advancing Intergenerational Planning Opportunities Spotlight Image

Research Briefing 2021: Advancing Intergenerational Planning Opportunities

AKG’s latest briefing, Advancing Intergenerational Planning Opportunities, aims to provide additional understanding of:

➢ The nature, scope, and potential of the opportunity for intergenerational advice and planning services
➢ The drivers for demand and growth
➢ The potential barriers to engagement, development and the associated issues raised
➢ The processes, skills and approaches required for success
➢ Where intergenerational planning will fit in the advice landscape of the future

The briefing is sponsored by Canada Life and Charles Stanley.

Whilst providing valuable insight through this briefing, AKG also wants to provide a platform for ongoing industry discussion and debate on the intergenerational planning theme in the months to come.

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