DISCUSS

Content to inspire and start conversations.

 

At DISCUS, we’re here to keep you informed and up-to-date on the outsourced investment market. We feel passionately about helping advisers and other professionals to deliver an exceptional client experience, which starts with finding the right partners to support you in your business. On these pages you will get to know our discretionary manager partners and have the ability engage in conversation. Use the comments section to give us your thoughts and feedback. We’re building the DISCUS offering around you, so be sure to have your say.

What is Social Investment Tax Relief (SITR)?

Earlier this week I attended a BlackRock media event focused on what the future might hold for the financial services profession, looking forward to the year 2025. A key topic highlighted during the discussion was the increased adoption of 'values based' investing,...

Due diligence: how deep should you dive?

Just before the festive break I met with Robert Clark of RC Brown. I always enjoy meeting with Robert because I can guarantee that the conversation will get me thinking (for example, see this earlier post DB pension transfer through the eyes of a consumer: the...

Video: What you can expect at the upcoming 7IM roadshow

Earlier this week we caught-up with George Winters, Seven Investment Management (7IM) to find more about the upcoming 7IM roadshow, The Retirement Challenge. The roadshow will visit 12 locations around the UK from January through February.  The Retirement Challenge...

Another bowlful of regulation

As we are sure you are all aware, January 3rd 2018 sees the introduction of MiFID II. Wealth managers and fund houses have a lot on their plate due the implementation of the various new regulatory obligations it comes with. James Goward, Head of Sales Support...

Due diligence in context

New Year is often a time when advisers review their due diligence. With this in mind we caught up with Matt Ward, Communications Director at AKG. Matt has previously spoke to DISCUS about due diligence and has even been brave enough to appear on video! Read on for...

My view on DB pension transfers

I was heartened this week to see financial advisers band together and provide free counsel to help to members of the British Steel Pension Scheme decide on the best route for their retirement. Every day we read negative headlines centred around defined benefit (DB)...

Vertem: very different stockbrokers

With Christmas just around the corner, January 2018 is looming on the horizon. One of our discretionary partners, Vertem Asset Management, is already preparing for change in the coming new year. In this article John Dance, CEO, talks us through a campaign Vertem will...

Investing in an age of disruption

We're tech geeks here at DISCUS and we like to DISCUSs advancements in technology and the possible effects it may have on the financial services profession. Technological change impacts our lives at an accelerating pace and these dynamics are dramatically impacting...