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.

More 2 Life launches later life manifesto

More 2 Life has sponsored a new AKG research paper, ‘House of the rising sum – exploring equity release opportunities’, Within the report, AKG, the independent financial analyst, predicts continued growth for the equity release market and highlights differing perceptions among advisers about offering equity release to clients.

Best Advice - 14 Feb 2020

55% of advisers expect their equity release business to grow over next 3 years

According to AKG’s industry research paper, sponsored by lender more2life, House of the rising sum – exploring equity release opportunities, the flexibility from drawdown products which enable customers to manage their property wealth is rated the most important by 68% of advisers while 72% say the ‘no negative equity guarantee’ on plans is the most attractive.

MoneyAge - 14 Feb 2020

Equity release customers ‘value repayments and drawdown’ most

The ability to make interest payments and capital repayments are becoming increasingly important for equity release customers as products develop, according to adviser research from AKG.

Introducer Today - 14 Feb 2020

more2life launches new commitment to later life advisers

more2life has sponsored a new AKG research paper which predicts continued growth for the equity release market and highlights differing perceptions among advisers about offering equity release to clients.

Financial Reporter - 14 Feb 2020

Equity release customers value repayments and drawdown

AKG’s industry research paper, sponsored by equity release lender more2life, ‘House of the rising sum – exploring equity release opportunities’ predicts steady growth for equity release but highlighted lingering concerns about risk management and a need to support vulnerable customers.

Mortgage Finance Gazette - 14 Feb 2020

MiFID II: A Work in Progress

AKG’s Matt Ward examines how advisers are coping with MiFID II and the impact on their businesses (republished with the kind permission of the Personal Finance Society).

Personal Finance Professional, Autumn 2019 - 30 Sep 2019

The headaches of implementing MiFID II (have they been worth it?)

In conversations with advisers and providers alike, it’s clear that the biggest challenge they’ve had to overcome in recent years has been ‘the implementation of MiFID II’. That’s why I was interested to read recent research from our friends at AKG, capturing the views of stakeholders across the market – advisers, platforms and discretionary managers – on MiFID II and its effectiveness.

Discretionary Investment Services Coming Under Scrutiny (DISCUS) - 18 Jul 2019

Report says MIFID II is impacting on wealth managers and platform providers’ businesses

Financial advisers believe wealth managers and platform providers will start to lose business as MIFID II reporting standards make clients more aware of costs and charges, according to a new research paper from analysts AKG, sponsored by wealth management and financial planning firm Netwealth.

Wealth Adviser - 03 Jul 2019

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

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