Platforms & Pensions
What features do we really need from an investment platform ?
Our starting 11
You should get all these for between 0.25 and 0.45 % per annum :
09 10
11
Capability for buying , selling and switching funds , shares , bonds , investment trusts and so on
Administration and tax reporting
Portfolio / single aggregated view of investments
06 07
08
Tax wrappers such as ISAs and SIPPs
Customer support
A retirement drawdown service
02 |
03 |
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04 |
05 |
Content , analysis , guides , best-buy lists and education |
Tools , such as retirement planners and fund screeners |
01 |
Portfolio analysis |
Model portfolios |
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Advice |
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Issue 93 - March 2023 / 65 /