Resources
Quarterly Updates
Windows into Defined Contribution, Q4 2023
February 29, 2024
Gross inflows have increased year-over-year even as net figures plunged, with gross contributions from both employers and participants recording steady
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
February 14, 2024
There were 689 financial adviser firms with £1 million in net sales or more during this quarter.
When it rains it pours – Q3 2023 Financial Adviser Sales Highlights
November 20, 2023
There were 644 financial adviser firms with £1 million in net sales or more during this quarter.
Windows into Defined Contribution, Q2 2023
September 11, 2023
The more fragmented nature of the advisor-sold market has helped mutual funds hold on as a default choice, as CIT
Failure to launch – Q2 2023 Financial Adviser Sales Highlights
August 16, 2023
809 firms had £1 million
in net sales or more during the second quarter of 2023.
Will Q1 Showers Bring Q2 Flowers for Financial Advisers?
May 24, 2023
A reversal in fortune was seen amongst wrappers with ISA net flows returning to positive after two consecutive quarters of