AKG Update Newsletter Archive

AKG issues a regular series of Update newsletters in order to provide a flow of information to clients about recently published AKG reports and confirmation of any changes to AKG’s Overall Financial Strength Ratings/Platform Financial Strength Ratings.

These Update newsletters also enable us to keep clients abreast of other pertinent AKG developments and outputs from AKG.

To subscribe to AKG's Update newsletters, please register on the AKG website and provide your consent to receive AKG Newsletters. If you are already registered, you can change your communication preferences at any time by logging in to the AKG website and editing your registration details.

Archived copies of past Update newsletters can be accessed below:

Issue	Comment Topics
Update 155 Issued 14 November 2023	AKG acquired by Fintel Don't miss the chance to read up on the "Future of Advice"
Update 154 Issued 8 November 2023	Download your copy of our new Future of Advice paper
Update 153 Issued 16 October 2023	Review of Solvency II: Reform of the Matching Adjustment
Update 152 Issued 21 September 2023	AKG rating sectors – a refresher AKG DFM ratings incorporated into Defaqto Engage
Update 151 Issued 13 September 2023	With Profits Brands, Where Are They Now? Valuable reference resource updated
Update 150 Issued 16 August 2023	The AKG Advantage: Why Financial Advisers rely on Financial Strength ratings
Update 149 Issued 26 July 2023	7 years and going 'strong' - AKG's DFM ratings/reports
Update 148 Issued 12 July 2023	The path towards Solvency UK Enhance your summer reading list with AKG downloads
Update 147 Issued 27 June 2023	5Qs with AKG – Exploring developments at MaPS
Update 146 Issued 12 June 2023	Don't miss the chance to read up on vulnerable customers and financial wellbeing - download your paper now
Update 145 Issued 24 May 2023	Download AKG’s latest research paper on vulnerable customers and financial wellbeing
Update 144 Issued 10 May 2023	Maintaining sufficient operational financial strength to meet customer expectations Solvency II reform (aka Solvency UK) is on its way
Update 143 Issued 19 April 2023	Solvency II reform (aka Solvency UK) is on its way Don’t miss out on AKG’s freely downloadable content
Update 142 Issued 28 March 2023	5Qs with AKG – Discussing the next generation of advisers (and customers)
Update 141 Issued 14 March 2023	Recognising the role of financial strength in research and due diligence
Update 140 Issued 27 February 2023	Latest edition of With Profits Reports published - the key component for enabling independent with profits fund/provider analysis
Update 139 Issued 09 February 2023	Celebrating 12 years of AKG’s platform financial strength ratings Coming soon – AKG’s 2022 With Profits Reports
Update 138 Issued 30 January 2023	Download the latest edition of 5Qs with AKG, looking at developments in pension risk transfer solutions
Update 137 Issued 12 January 2023	AKG publications – reflecting on 2022 output
Update 136 Issued 21 December 2022	Merry Christmas from AKG The early bird catches the discount – AKG’s 2022 With Profits Reports
Update 135 Issued 12 December 2022	Early festive cheer for with profits aficionados... The UK’s Solvency II Journey– All Change?
Update 134 Issued 23 November 2022	Download your copy of AKG’s new paper on NextGen customer targeting and acquisition
Update 133 Issued 14 November 2022	Don't miss the chance to gen up on Centralised Retirement Propositions - Download your briefing now
Update 132 Issued 26 October 2022	Coming back to the table on CRPs
Update 131 Issued 22 September 2022	AKG rating sectors – a refresher AKG ratings featuring in new Dynamic Planner tool for advisers
Update 130 Issued 31 August 2022	Ensure you are not missing out on freely downloadable content Evolution of DFM market - Podcast
Update 129 Issued 8 August 2022	DFM financial strength matters: 6 years of AKG ratings/reports Add AKG’s industry publications to your summer reading list
Update 128 Issued 12 July 2022	Freedoms revisited – where do we go from here?
Update 127 Issued 28 June 2022	New AKG report – shining a light on evolution of UK offshore bond market First anniversary of International Platform Assessment
Update 126 Issued 14 June 2022	Later Life Lending market explored in latest industry research publication First anniversary of International Platform Assessment
Update 125 Issued 23 May 2022	Exploring big ticket items in the Life & Pensions industry with the ABI’s Yvonne Braun
Update 124 Issued 5 May 2022	Make sure you know what you need to know about With Profits Solvency II – the post-brexit Remix
Update 123 Issued 13 April 2022	With Profits Market Briefing published The issue of 2021 Solvency and Financial Condition Reports (SFCRs)
Update 122 Issued 31 March 2022	Exploring operational resilience and financial strength 5Qs with AKG
Update 121 Issued 16 March 2022	AKG’s 2021 UK Life Office With Profits Reports Launched 5Qs with AKG featuring Liz Field from PIMFA
Update 120 Issued 1 March 2022	AKG releases its latest With Profits Reports AKG financial strength ratings added to Protection Guru
Update 119 Issued 1 February 2022	Understanding the role of financial strength in research and due diligence
Update 118 Issued 12 January 2022	AKG publications – reflecting on 2021 output
Update 117 Issued 22 December 2021	Merry Christmas from AKG Celebrating 11 years of AKG’s platform financial strength assessments
Update 116 Issued 14 December 2021	Strength in meeting the needs of vulnerable customers Order your copy of AKG WP Reports by 23 December to secure early bird terms
Update 115 Issued 1 December 2021	Early festive cheer for with profits aficionados... 5Qs with AKG featuring Jez Groom from Cowry Consulting
Update 114 Issued 17 November 2021	Intergenerational Planning: Specific Advice-Led Demand Factors
Update 113 Issued 2 November 2021	Healthy growth prospects for advancing intergenerational planning opportunities The ‘Raison d'être’ of companies
Update 112 Issued 14 October 2021	Advancing Intergenerational Planning Opportunities - Download new research briefing 5Qs with AKG featuring Paul Stanfield from FEIFA
Update 111 Issued 23 September 2021	Private Equity Ownership in Retail Financial Services
Update 110 Issued 7 September 2021	A post-summer recap
Update 109 Issued 17 August 2021	‘Highly competitive’ DFM market warrants close attention
Update 108 Issued 27 July 2021	DFM financial strength matters: 5 years of AKG ratings/reports Download AKG’s 2020 Future of Advice paper
Update 107 Issued 6 July 2021	5Qs with AKG featuring Caroline Siarkiewicz from MaPS
Update 106 Issued 17 June 2021	New International Platform assessment sector
Update 105 Issued 18 May 2021	With Profits Brands, Where Are They Now? New handy reference resource published 5Qs with AKG – Corporate communication strategies
Update 104 Issued 29 April 2021	5Qs with AKG: Patrick Evans on corporate communication strategies
Update 103 Issued 14 April 2021	Q1 2021 AKG publications
Update 102 Issued 23 March 2021	Employee satisfaction, operational resilience and customer experience 5Qs with AKG: John Greenwood on workplace benefits
Update 101 Issued 8 March 2021	With Profits Market Briefing published Providing the complete picture: AKG’s 2020 UK Life Office With Profits Reports
Update 100 Issued 23 February 2021	AKG releases its latest With Profits Reports The 100th edition of AKG Update newsletters
Update 99 Issued 11 February 2021	Celebrating 27 years of AKG’s provider financial strength assessments 5Qs with AKG: Russell Winnard on educating future generations on finance
Update 98 Issued 21 January 2021	2021 Predictions ICYMI: AKG's Briefing Note 2 'COVID-19 Analysis Update'
Update 97 Issued 7 January 2021	Publication of Briefing Note 2: COVID-19 Analysis Update 2020 AKG publications
Update 96 Issued 22 December 2020	Merry Christmas from AKG 5Qs with AKG - Chris Curry on Pensions Dashboards
Update 95 Issued 8 December 2020	Celebrating 10 years of AKG’s platform financial strength assessments A little festive cheer for with profits aficionados...
Update 94 Issued 24 November 2020	Launch of AKG’s platform guide
Update 93 Issued 4 November 2020	Financial Product Fashion
Update 92 Issued 15 October 2020	Googling Insurance! Future of advice paper coverage continues
Update 91 Issued 22 September 2020	FCA’s COVID-19 Business Interruption insurance test case
Update 90 Issued 27 August 2020	Perspective revisited - Financial strength for customer benefit
Update 89 Issued 13 August 2020	ICYMI: Future of Advice paper & Expanded platform sector coverage
Update 88 Issued 30 July 2020	Download AKG’s new Future of Advice paper Additions to AKG's Platform Financial Strength Assessments
Update 87 Issued 15 July 2020	4th anniversary of DFM sector launch
Update 86 Issued 22 June 2020	Remote assessment meetings are ‘go’ AKG ratings added to the lang cat's new platform due diligence tool
Update 85 Issued 4 June 2020	Catching up on AKG content DFM due diligence: Your questions answered
Update 84 Issued 18 May 2020	Briefing Note: Analysis of Covid-19 Survey Responses
Update 83 Issued 29 April 2020	DFM financial strength assessments
Update 82 Issued 17 April 2020	AKG's Covid-19 thoughts continued...
Update 81 Issued 24 March 2020	AKG Assessment of companies and how they are impacted by the Covid-19 stresses
Update 80 Issued 12 March 2020	Welcome to the redesigned AKG website Download AKG’s With Profits Market Briefing
Update 79 Issued 19 Feb 2020	Exploring equity release opportunities – Download AKG’s new research paper 2019 With Profits Reports Launched
Update 78 Issued 7 Feb 2020	AKG launches 2019 With Profits Reports AKG provider ratings included in Risk Transfer Report
Update 77 Issued 9 Jan 2020	New Year’s Greetings
Update 76 Issued 11 Dec 2019	Celebrating 9 years of AKG’s platform ratings Order your copy of AKG WP Reports by 17 December to secure early bird terms
Update 75 Issued 26 November 2019	Early Bird Special Offer: 2019 AKG UK Life Office With Profits Reports - £100 Off
Update 74 Issued 7 November 2019	Not all insurers are the same… New Model Adviser Top 100 for 2019 revealed
Update 73 Issued 10 October 2019	FCA reinforces ongoing SIPP operator scrutiny
Update 72 Issued 19 September 2019	All roads lead to the customer – the driver for an operational company perspective
Update 71 Issued 22 August 2019	Summer catch up
Update 70 Issued 31 July 2019	Third anniversary of AKG’s DFM sector launch
Update 69 Issued 11 July 2019	MiFID II Implementation – A Work in Progress AKG’s Offshore Sector
Update 68 Issued 27 June 2019	Publication of AKG research paper: MiFID II Implementation – A Work in Progress
Update 67 Issued 12 June 2019	AKG’s Platform Sector Evolution Citywire UK Wealth Service Awards
Update 66 Issued 16 May 2019	FCA review of the Fair Treatment of With Profits Customers Accessing full sets of AKG reports
Update 65 Issued 18 April 2019	A sandbox – what could be simpler? FCA Priorities 2019/20
Update 64 Issued 29 March 2019	Master trust authorisation process bringing winds of change to AE marketplace AKG With Profits Market Briefing
Update 63 Issued 8 March 2019	AKG With Profits Market Briefing published Getting to know AKG’s Provider Sector
Update 62 Issued 8 February 2019	AKG coverage in numbers… Latest AKG publications in case you missed them…
Update 61 Issued 7 January 2019	A year in review – AKG articles in PFS magazine AKG launches 2018 With Profits Reports
Update 60 Issued 21 December 2018	Merry Christmas from AKG AKG launches 2018 With Profits Reports
Update 59 Issued 4 December 2018	Early Bird Special Offer: 2018 AKG UK Life Office With Profits Reports Download AKG’s Retirement Planning Guide
Update 58 Issued 5 November 2018	Regulatory collaboration a positive step forward for pensions AKG Report – Direct Lending as an Asset Class
Update 57 Issued 8 October 2018	AKG Report – Direct Lending as an Asset Class Algocracy
Update 56 Issued 13 September 2018	What have providers got to do to win with advisers in the pensions/retirement market? Fund Manager Performance Alone is Not Enough
Update 55 Issued 20 August 2018	Watch our animation on AKG’s approach to financial strength… The digital regulatory challenge
Update 54 Issued 31 July 2018	Second anniversary of AKG’s DFM assessments Watch our animation on AKG’s approach to financial strength…
Update 53 Issued 16 July 2018	AKG's Platform Ratings and Reports
Update 52 Issued 28 June 2018	Change apace and aplenty AKG pension freedoms paper
Update 51 Issued 13 June 2018	Press coverage of AKG pension freedoms paper AKG's annual With Profits information requests
Update 50 Issued 30 May 2018	AKG Pension Freedoms Paper 2018 is now available to download… GDPR BAU
Update 49 Issued 9 May 2018	AKG in the news AKG Pension Freedoms paper coming soon…
Update 48 Issued 12 April 2018	AKG publishes second With Profits Market Briefing AKG pension freedoms paper 2018 – coming soon
Update 47 Issued 27 March 2018	Reflection on Q1 at AKG How the overcoat of regulation protects and insulates financial services incumbents
Update 46 Issued 8 March 2018	Proposed acquisition of Standard Life Assurance by Phoenix AKG’s platform operator assessments and their positioning in adviser due diligence
Update 45 Issued 12 February 2018	The Brexit dimension across European financial services DFM assessment coverage and activity
Update 44 Issued 16 January 2018	A New Year’s Aspiration AKG 2017 With Profits Reports
Update 43 Issued 21 December 2017	Merry Christmas from AKG AKG launches 2017 With Profits Reports
Update 42 Issued 12 December 2017	Areas of activity as we close in on Christmas AKG in the trade press
Update 41 Issued 13 November 2017	New AKG financial strength assessment reports AKG in the trade press
Update 40 Issued 21 September 2017	AKG Financial Strength Assessment Reports – Improvements
Update 39 Issued 31 July 2017	DFM assessments one year on...
Update 38 Issued 10 July 2017	AKG with profits assessment work well underway (with a regulatory review to come…) Are any SFCRs going to make it into the top 10 of holiday reads for summer 2017?
Update 37 Issued 19 June 2017	What do we mean by Financial Strength? A Solvency II Cost/Benefit Conundrum
Update 36 Issued 25 May 2017	AKG Profile Report Development Industry Dynamics
Update 35 Issued 25 April 2017	The evolving UK retirement market DFMs
Update 34 Issued 29 March 2017	Maintaining focus and continuity - companies under the microscope
Update 33 Issued 2 March 2017	AKG publishes With Profits Market Briefing FinTech, InsureTech, and the Regulatory Challenges Ahead
Update 32 Issued 6 February 2017	Potential implications for Solvency II post-Brexit UK pensions market outlook and direction of travel
Update 31 Issued 9 January 2017	How significant is the With Profits market nowadays? Solvency II public domain disclosure arrives
Update 30 Issued 21 December 2016	Merry Christmas from AKG AKG launches 2016 With Profits Reports
Update 29 Issued 7 December 2016	Pensions Dashboard prototype to be ready by Spring 2017 DISCUS 'Coffee Talks': Video on adviser due diligence
Update 28 Issued 15 November 2016	AXA business disposals update… AKG 2016 With Profits Reports coming soon…take advantage of early bird offer
Update 27 Issued 19 October 2016	AKG 2016 With Profits Reports coming soon…take advantage of early bird offer AKG Autumn activity update
Update 26 Issued 27 September 2016	Freedom and choice reforms one year on and the introduction of the secondary annuity market
Update 25 Issued 15 August 2016	Assessing the risk and governance structures and processes in place to underpin the delivery of managed fund/portfolio solutions Launch of AKG’s DFM Profile & Financial Strength Reports
Update 24 Issued 28 July 2016	Launch of AKG’s DFM Profile & Financial Strength Reports
Update 23 Issued 28 June 2016	Referendum Comment AKG Retirement Proposition Reviews
Update 22 Issued 9 June 2016	DFM due diligence DISCUSed What next for the SIPP market?
Update 21 Issued 13 May 2016	AKG on the road discussing DFM due diligence The growing influence of technology in financial services
Update 20 Issued 20 Apr 2016	Platform due diligence SIPP operator assessments
Update 19 Issued 31 Mar 2016	A dull thud! … the arrival of the final FAMR report Ageing population and financial services
Update 18 Issued 4 Mar 2016	The importance of platform due diligence Solvency II has (finally) landed!
Update 17 Issued 3 Feb 2016	Solvency II has (finally) landed! Buy AKG’s With Profits Reports online
Update 16 Issued 11 Jan 2016	Happy New Year from AKG Buy AKG’s With Profits Reports online
Update 15 Issued 24 Dec 2015	Merry Christmas from AKG AKG launches 2015 With Profits Reports
Update 14 Issued 25 Nov 2015	Happy Birthday to the AKG Rating Portal Be an early bird and catch AKG’s 2015 With Profits Reports at the 2014 price
Update 13 Issued 10 Nov 2015	Be an early bird and catch AKG’s 2015 With Profits Reports at the 2014 price AKG Platform Ratings featured in the lang cat’s guide to advised platforms
Update 12 Issued 7 Oct 2015	Introducing AKG Financial Analytics AKG 2015 UK Life Office With Profits Reports
Update 11 Issued 16 Sep 2015	PFS Good Practice Guide AKG pension freedoms paper
Update 10 Issued 12 Aug 2015	Evolving distribution approach and embracing technology Independent Review of PPMG's Investment Management and Governance Structure
Update 9 Issued 15 Jul 2015	Publication of AKG paper on the retirement income market Matt Ward elected to Board of ILAG
Update 8 Issued 12 Jun 2015	Constant Change? AKG discusses the growing importance of fund governance
Update 7 Issued 14 May 2015	Interesting times in the Offshore market... AKG to discuss the growing importance of fund governance
Update 6 Issued 22 Apr 2015	A period of progression for businesses coming together Assessing the financial strength and viability of platform operators
Update 5 Issued 19 Mar 2015	Why Does AKG Rate Some Companies In More Than One Sector? AKG Platform Profile Reports Now Available To Purchase In Bundled Format
Update 4 Issued 5 Mar 2015	AKG Post-Budget Market Research – Invitation To Participate AKG Platform Profile Reports Now Available To Purchase In Bundled Format
Update 3 Issued 18 Feb 2015	An interesting M&A start to 2015 AKG contributes to the Financial Services Forum
Update 2 Issued 29 Jan 2015	Welcome to the second issue of AKG Update AKG News Commentary on Pensions Freedom Implications
Update 1 Issued 14 Jan 2015	AKG launches report and rating update service AKG publishes 2014 UK Life Office With Profits Reports

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