IFA Symphony is targeting 'dormant' clients lost through the Retail Distribution Review (RDR) by using a white-label version non-advised robo service, FinchTech, created by TAM Asset Management.
The "plug-and-play" white-labelled service is free but FinchTech advises IFAs charge a platform fee of 0.25% to 0.50%. The service will also be managed by discretionary portfolio management specialist,...
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.
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