It’s five years since LISA came to town, so in this edition of Digital Wealth Download we take a look at how they have performed and the changes that would benefit consumers. The clock is also ticking for the Consumer Duty with significant implementation work needed and the shortest of timeframes between final guidance and implementation. Meanwhile Club Vita’s latest research reveals a staggering 8 year gap for women in their retirement planning, and we also talk to Mercer around the use of Open Finance to drive engagement in their Master Trust while our investment team share their latest insights into today’s turbulent markets.

In the spotlight...

5 years of the Lifetime ISA - what's next?

On the 5th birthday of the Lifetime ISA ('LISA'), we're scoring them for meeting their aims. They’ve promised a lot but not fully delivered in the way needed. Our blog looks at how they've been received in the market, where they provide more opportunities for providers, and what could be done to maximise these opportunities.

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Preparing for Consumer Duty

Consumer Duty is intended to bring about a heightened prioritisation of customer needs by the Financial Conduct Authority (FCA). In this article, we discuss the proposed rules, Consumer Principle, Cross-cutting rules, the four outcomes and next steps.

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The 8-year gap – an understanding issue we mustn’t ignore

A recent survey from international longevity experts Club Vita asked the morbid but important question – how long do you think you will live? Our blog summarises Club Vita's findings, including the gap in people's appreciation of their own longevity and the financial consequences on planning for retirement.

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DC Master Trust - Mercer

In this podcast episode, Victoria Panormo is joined by Phil Parkinson and Rishal Singh from Mercer, to discuss the importance of open finance and how Mercer are using it to drive member engagement within the Master Trust.

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Capital Markets Update - Spring 2022

In this Capital Markets Update, Chris Arcari shares the latest trends in the market. In this edition, he examines global themes including the impact of the Russia-Ukraine conflict, government bonds, credit, equities and property.

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