James Dean outlines how to pick the right investment provider for pension drawdown clients...
Our first article acknowledged that many more retirement clients are remaining invested and a checklist is a good way to narrow down investment choice. But even with several criteria established, there is still a plethora of choice with investment providers eager to ensure you select their particular offering. How do you evidence your choice to anyone who may question it? To demonstrate this issue, I looked at an ‘About Us' webpage of a large UK platform. They helpfully informed me that they had access to ‘160 fund groups and 2,800 clean share class funds'. You could be forgiven...
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