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.

The Seven Steps to DFM Due Diligence

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.

Professional Paraplanner - 19 Dec 2016

FCA sets deadline to end closed life book ‘poor practice’

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.

International Adviser - 09 Dec 2016

Forces impacting on survival rate of financial services firms

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.

International Adviser - 05 Dec 2016

DFM due diligence for advisers

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.

Aviva for Advisers - 30 Nov 2016

DISCUS Coffee Talks with Matt Ward on adviser’s DFM due diligence

Abbie Knight from DISCUS shares the latest video in the DISCUS COFFEE TALKS series where she spoke with Matt Ward, Communications Director at AKG, to gather his thoughts on the subject of DFM due diligence. Read on and watch the video below to hear the AKG view and learn about their suggested four step process for advisers.

DISCUS (Discretionary Investment Services Coming Under Scrutiny) - 10 Nov 2016

DFM due diligence distilled

Andrew Denham-Davis of Brooks Macdonald considers how the potentially daunting prospect of effective DFM due diligence might best be tackled by advisers and paraplanners. Feature published in Professional Paraplanner and makes reference to AKG’s DFM financial strength assessments.

Professional Paraplanner - 03 Nov 2016

DFM due diligence for advisers

The requirement for advisers, both those considering partners for the first time or those re-assessing existing partners, to better understand their DFM business partners by carrying out more comprehensive due diligence is evident, backed by a regulatory focus on due diligence processes when selecting solutions and partners. AKG’s Communications Director, Matt Ward, gives his view on how to carry out effective DFM due diligence.

SimplyBiz - Community Chronicle, Autumn 2016 - 23 Sep 2016

Prudential commissions due diligence guides for advisers

The belief that due diligence on investment products shouldn’t rest solely with advisers has seen Prudential commission two independent research companies to produce some guides to support financial advisers in meeting their research requirements. Focusing on Prudential’s PruFund range of funds; the guides from Defaqto cover Isas, bonds and pensions, while the report produced by AKG looks specifically at structure, investment management and governance capabilities.

International Adviser - 05 Aug 2016

The role of financial strength in the adviser due diligence process

The theme of adviser due diligence processes remains a hot topic, particularly in light of the FCA’s paper related to this subject – TR16/1: Assessing suitability: Research and due diligence of products and services – published in February 2016. In this feature Matt Ward from AKG looks at the role of financial strength in the adviser due diligence process for platforms.

Insider on Investments, Simplybiz Group - 28 Jun 2016

What next for the SIPP market?

Ahead of the new SIPP capital adequacy framework’s arrival in September this year, Matt Ward at AKG examines the implications for providers and advisers alike.

Financial Solutions, the magazine of the Personal Finance Society - 07 Jun 2016

AKG reviews Royal London’s new Drawdown Governance Service

Royal London commissioned AKG to carry out an independent review of the new Royal London Drawdown Governance Service. The AKG review was written for an adviser audience and it assesses the functionality and methodology of the service, as well as looking at the potential merits of the service and the key considerations for advisers seeking to understand the service in more detail. The full AKG report and a report summary are now available on Royal London for advisers.

Royal London for advisers - 01 Jun 2016

Due diligence: how to get the right partners on board

AKG’s Guy Vanner speaks to Abbie Knight at discus about some of the key considerations for financial advisers when carrying out due diligence on DFMs. A due diligence process underpinned by four core pillars is suggested including the importance of giving some consideration to the profile and financial strength of DFMs.

discus (Discretionary Investment Services Coming Under Scrutiny) - 11 May 2016

Prudential gives advisers free access to independent analysis of its With-Profits Fund

Prudential has given advisers free access to independent analysis of its With-Profits Fund, undertaken by AKG. Financial advisers seeking independent analysis of the Prudential With-Profits Fund can now download a Prudential extract of AKG’s 2015 UK Life Office With Profits Reports specifically highlighting Prudential's details, including its popular PruFund range of funds, from the company’s adviser website.

Prudential - 09 May 2016

Rise of robos for pension advice

Part of a series of features appearing in FT Adviser’s April 2016 Guide to FAMR, this one looks at the role of technology in the future provision of advice and guidance. It includes comments from a range of industry experts, including AKG.

FTAdviser - 28 Apr 2016

New ways your clients can pay for pension advice

Part of a series of features appearing in FT Adviser’s April 2016 Guide to FAMR, this one looks at the recommendation made within the final FAMR report that the government should explore options to give people access to a small part of their pension funds to pay for financial advice before normal retirement age. It includes comments from a range of industry experts, including AKG.

FTAdviser - 28 Apr 2016

Improved due diligence tools are making SIPP scrutiny easier

AKG’s Guy Vanner discusses the evolving SIPP market ahead of the formal introduction of the FCA’s SIPP capital adequacy requirements and the requirement for advisers to carry out robust due diligence processes when considering SIPP business partners in order to ensure positive customer outcomes. The feature also describes AKG’s assessment and financial strength work in this area of the market.

New Model Adviser magazine - 11 Apr 2016

Solvency II and the international life sector

Discussing the implications of Solvency II for international life companies, written by AKG's Guy Vanner

International Adviser - 06 Apr 2016

Only six with-profit providers chasing business: Cazalet

Reference to AKG’s UK Life Office With Profits Reports (assessment of with profits funds) and AKG comment on the amount of with profits business in force.

FTAdviser - 02 Mar 2016

Pension freedoms 'will drive interest' in with profit funds

Coverage from AKG's press release heralding the arrival of our 2015 UK Life Office With Profits Reports and linking to the pension freedoms theme.

financialreporter - 02 Feb 2016

Pension freedoms could resurrect with profits: AKG

Coverage from AKG’s press release heralding the arrival of our 2015 UK Life Office With Profits Reports and linking to the pension freedoms theme.

FTAdviser - 02 Feb 2016

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