Research Blog

Eric Armstrong, Product Marketing, Synaptic Software

Eric Armstrong
Product Marketing
Synaptic Software Limited

13 October 2016

Understanding and securing robust retirement income for planners’ clients is becoming a major challenge but must be faced.

Eric Armstrong, Product Marketing, Synaptic Software

Eric Armstrong
Product Marketing
Synaptic Software Limited

14 June 2016

The ‘Death of platforms’ should not provide an excuse for less or poorer due diligence.

 

‘The Death of platforms’ (The Lang Cat) is one of my favourite quotes for the current period. I say that because it is thought provoking in many ways – reflecting on the role of platforms in defining investment strategies of adviser firms, providing an arena for technological development, and a battle ground for the great vested interests of our industry.

Eric Armstrong, Product Marketing, Synaptic Software

Eric Armstrong
Product Marketing
Synaptic Software Limited

28 April 2016

 Top 3 adviser filters

Synaptic insight paints a positive picture for SIPPs in the current evolving Financial Planning landscape.

Eric Armstrong, Product Marketing, Synaptic Software

Eric Armstrong
Product Marketing
Synaptic Software Limited

30 March 2016

Osborne’s perfect at retirement storm proves the value of planning and advice.

Chiming in with the kind of perspective on pensions offered by the Daily Mail, Clive Waller opined in his Twitter feed that at 1%, an adviser’s fees ‘represented a quarter of income’ (assuming a 4% safe withdrawal rate). His insight was based on fact that investment returns ‘weren’t what they used to be’ and adviser charging may be disproportionate as a result.

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