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.

Financial advisers unimpressed with MiFID II

Industry says it’s failed to deliver on objectives to improve integrity, fairness and efficiency

Portfolio Adviser - 02 Jul 2019

MiFID II Costs and Charges Spotlight Could See Platforms Lose Business

Wealth managers and platform providers could start to lose business as the stringent MiFID II requirements turn the spotlight on costs and charges, a new research paper from analysts AKG and financial planning firm Netwealth has revealed.

Professional Paraplanner - 29 Jun 2019

MiFID II impact could be worse than expected, study finds

The impacts of MiFID II could be worse than previously expected according to new research. Financial advisers believe that wealth managers and platform providers will start to lose business as clients become more aware of costs and charges following the introduction of MiFID II reporting standards, a new research paper – MiFID II Implementation – A Work in Progress – from analysts AKG showed.

Financial Planning Today - 28 Jun 2019

MiFID II could see advisers switch platforms

Platforms and wealth managers must be more “consistent” in how they implement the Mifid II cost disclosure requirements or they will lose business, according to data from consultancy firm AKG.

FTAdviser - 28 Jun 2019

MiFID II cost and charges reporting will cost platforms business, research says

Financial advisers believe that wealth managers and platform providers will start to lose business as clients become more aware of costs and charges following the introduction of MiFID II reporting standards. One in three financial advisers expect clients to switch investment solution/provider in the future because of disclosure regulations, according to a new research paper from analysts AKG.

Money Marketing - 28 Jun 2019

A Shore Thing?

AKG’s Guy Vanner examines Brexit and the implications for offshore insurer FSCS protection (republished with the kind permission of the Personal Finance Society).

Personal Finance Professional, Summer 2019 - Personal Finance Society - 07 Jun 2019

Big questions needing big calls

AKG’s Guy Vanner looks at the challenges surrounding technology in the financial services sector for 2019 (Republished with the kind permission of the Personal Finance Society).

Personal Finance Professional, Spring 2019 - Personal Finance Society - 07 Feb 2019

All change in the pensions space

AKG’s Matt Ward analyses key areas for consideration and development in the retirement market, highlights research findings that emerged from AKG’s 2018 Pension Freedoms Paper and looks ahead to 2019 (Republished with the kind permission of the Personal Finance Society).

Personal Finance Professional, Winter 2018 - Personal Finance Society - 20 Dec 2018

Breathing new life into the sector

AKG’s Matt Ward examines the way the life insurance space has evolved in recent years (Republished with the kind permission of the Personal Finance Society).

Personal Finance Professional, Personal Finance Society - 28 Sep 2018

The evolving pensions/retirement market post-freedoms

AKG's 2018 Pension Freedoms Paper outlines the direction of travel in the market, including the customer, adviser, provider and solutions landscape. The paper discusses key challenges and opportunities, old and new, for a range of market stakeholders and participants. The paper also illustrates, through market research, the thoughts, behaviours and requirements of customers and advisers. In this feature, Matt Ward summarises some of the key themes from the paper including some headline findings from the adviser market research.

Synaptic Software, Connection Magazine - 24 Sep 2018

How advisers are responding to MiFID II

This article is part of a Guide to regulatory changes featuring on FT Adviser. The article references some findings from market research carried out by AKG with financial advisers and also includes comment from Guy Vanner on Solvency II.

FTAdviser - 13 Sep 2018

Second anniversary of AKG’s DFM assessments

This feature on the DISCUS website looks at AKG’s DFM assessment work, including our coverage in this sector and our approach to financial strength assessments.

DISCUS - 30 Aug 2018

Operation Drawdown

AKG Financial Analytics has recently conducted quantitative market research among advisers on the subject of pensions freedoms. Matt Ward offers a snapshot of the findings in the Summer edition of Personal Finance Professional.

Personal Finance Professional - 21 Jun 2018

Robust due diligence puts advisers on the front foot

AKG’s Matt Ward discusses DFM due diligence in April’s digital edition of Portfolio Adviser, including the importance of establishing a framework to support this work and the requirement to review on a regular basis given changing market dynamics.

Portfolio Adviser - 30 Apr 2018

AKG now featuring on AJ Bell Investcentre’s due diligence hub

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

A Going Concern

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.

The Personal Finance Society, Personal Finance Professional - 23 Feb 2018

‘Bullet point’ pension freedoms

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 publishes analysis of 72 with profits funds

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

Advisers must remain vigilant on with profits

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

6 changes in the With Profits market you should be aware of

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

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