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.
AKG’s views on platform due diligence are now featuring on AJ Bell Investcentre’s due diligence hub for advisers. Entitled “The evolution of platform research and due diligence”, AKG discusses a range of considerations relating to due diligence exercises, including the requirement for advisers to revisit these processes and to contextualise these processes against the backdrop of a changing market. AKG also suggests a high level framework for platform due diligence.
AJ Bell Investcentre due diligence hub - 06 Mar 2018
AKG’s Guy Vanner provides an existing business update on the with profits market for PFS members in the Spring 2018 edition of Personal Finance Professional magazine.
AKG’s Matt Ward highlights some of the key issues and areas of interest for paraplanners when it comes to pension freedoms and provides some food for thought…
Professional Paraplanner - 22 Feb 2018
AKG has launched its 2017 UK Life Office With Profits Reports, designed to help adviser firms and providers assess specific with profits funds. The reports contain analysis and assessments of 185 sub-funds within 72 funds across 26 firms that were active in the UK market at the end of December 2017. AKG said the reports cover providers whose with profit funds exceed £110m, as well as smaller companies and friendly societies operating in the intermediary market.
Professional Paraplanner - 29 Jan 2018
AKG has warned advisers to remain vigilant to safeguard clients with investments in with profits funds. AKG says that while there is no evidence of imminent problems, with a major FCA review of the with profits sector under way advisers have a duty to keep a close eye on with profits to protect themselves and clients. The financial analytics company says that despite a common view that with profits business has dwindled to next to nothing, in fact with profits business "remains considerable."
Financial Planning Today - 26 Jan 2018
One of DISCUS’s January newsletters includes reference to the key themes from AKG's 2017 With Profits Reports. Here, Matt Ward outlines specific matters like: size of the market, the impact of Solvency II and the launch of an FCA review into the sector.
DISCUS - 18 Jan 2018
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
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
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
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 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
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
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
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
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
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
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.
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
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.