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.
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).
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.
Matt Ward, Communications Director at AKG, outlines key DFM due diligence steps and the role of company-level assessments as part of this process.
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.
Matt Ward, communications director at AKG Financial Analytics, provides an overview of the role of financial strength assessment in research and due diligence exercises.
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.
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.
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.
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.
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’.
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…
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.
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.
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.
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.
Andrew Denham-Davis of Brooks Macdonald recommends an end-to-end process for advisers conducting DFM due diligence which includes reference to AKG’s DFM financial strength ratings.
A tighter framework for closed books of life and pensions business has been unveiled by the UK’s Financial Conduct Authority (FCA) after uncovering poor practices in parts of the industry. IA’s Mark Battersby discusses the recent guidance paper issued by the FCA and includes a brief quote from AKG’s MD, Guy Vanner.
Guy Vanner, MD at AKG Financial Analytics, discusses the evolution and positioning of the international retail financial services market in light of the various challenges that have presented themselves to companies in this space in recent years.
AKG’s suggested approach for advisers wishing to establish robust research and due diligence processes for the selection and re-appraisal of DFM partners is featured on Aviva for Advisers.