DC pricing model could answer platform rebate question - Fidelity

clock

Defined contribution (DC) platforms could provide a blueprint for pricing structures in the retail market, according to Fidelity.

Whilst the debate between bundled and unbundled pricing rages on in the retail space, Fidelity says lessons should be gleaned from the institutional market where both models co-exist harmoniously. "Why are two parts of the market that are increasingly joining together in many other aspects now diverging when it comes to getting it right on pricing?" says head of platform sales & DC business Julian Webb. Webb adds the provision of choice within the DC market has created a successful pricing structure and thinks this could provide a model template for platforms operating in the IFA spac...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

Isabel Baxter
clock 15 November 2024 • 4 min read
Schroders UK Platform Awards 2024: Full list of winners revealed!

Schroders UK Platform Awards 2024: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

Professional Adviser
clock 25 September 2024 • 1 min read
Fidelity and Abrdn among firms joining new investment platform trade body

Fidelity and Abrdn among firms joining new investment platform trade body

Platforms Association launches amid growing regulatory scrutiny

Valeria Martinez
clock 23 September 2024 • 2 min read