Bridging The Advice Gap?
There is much discussion of the ‘advice gap’ whereby individuals without large amounts of investable wealth cans struggle to access high quality financial advice at reasonable cost. But advice should…
AdviceObjects: Advice For The Digital Generation
There is a growing recognition that the next generation coming into wealth will have different needs and expectations around service provision. They will want a different high-touch service level combined…
How We Work: Royal London
An individual’s attitude to risk and capacity for loss can change as their circumstances change. This is most evident when it comes to transitioning from saving for a pension to…
How We Work: CTC Drawdown Advice
Since ‘pension freedom’ was introduced in 2016, deciding what to do with pension savings at retirement has become a crucial but often difficult decision. We partnered with CTC Software to…
How We Work: Vanguard UK
Vanguard, one of the world’s largest asset managers, launched its LifeStrategy range of five risk-rated multi-asset funds in 2011. A2Risk worked with the company to develop a risk profiling tool…
A2 Risk Research Shapes New USS Pension Scheme
Assisted by A2Risk, USS has published the results of the largest ever survey of pension scheme members’ attitude to risk, and has revealed how its research has helped to develop…