Does a bundled reduction in yield figure, delivered alongside unbundled charges, give a clearer overall idea of what to expect from an investment?
Unbundled charges are undoubtedly a progressive step for investors as they allow clients to analyse every stage in the investment process and determine exactly what they are being charged by each participant. But would these clients also benefit from being simultaneously presented with a consolidated figure encompassing all charges in the investment process in the form of an overall reduction in yield? Fairer comparison St James's Place marketing and investor relations director Tony Dunk believes they would. He said the inclusion of an overall reduction in yield figure, alongside th...
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