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St James's Place PLC
St James’s Place overhauls fee structure after regulatory pressure
...“This is very much Consumer Duty in action,” said Mark Polson, principal of The Lang Cat, a financial services consultancy....
October 17, 2023
Managing yourself
Find grit to ace the early stages of your career
...“The biggest challenges are always with people,” says Huffman Polson....
July 5, 2021
FT Live
Financial Advice Forum
Optimising client centric advice in uncertain times
Tuesday, 24 September8-14 Cooper's Row, London EC3N 2BQ, UK
News in-depthUK economy
‘It’s a tough life’: Hospitality crisis deepens chef shortages
...“We are playing the long game,” Polson said....
August 16, 2021
ReviewBusiness books
FT business books: September edition
...‘The Grit Factor: Courage, Resilience and Leadership in the Most Male-Dominated Organization in the World’, by Shannon Huffman Polson Shannon Huffman Polson was one of the first women to fly the Apache...
September 8, 2020
Financial Conduct Authority UK
FCA tells DIY investment platforms to return cash to clients
...“Clients can achieve much better interest rates in commercial savings accounts than in platform cash accounts,” said Mark Polson, founder of financial consultancy the Lang Cat....
August 14, 2020
Personal Finance
Pandemic drives financial advisers to speed tech change
...Mark Polson, principal at Edinburgh-based consultancy the Lang Cat, says he struggles to believe fund managers will get away with returning to their previous cumbersome processes after giving advisers a...
November 6, 2020
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 21 NovemberNatural History Museum, Cromwell Road, London, UK
Pensions
Vanguard to launch UK’s cheapest pension
...Mark Polson, founder of platform research consultancy, the Lang Cat, agreed that Vanguard’s offering would “disrupt” the industry and encourage private investors to pay more attention to cost....
December 6, 2019
Damian Fantato
Tips if you’re seeking financial advice
...As Mark Polson of the Lang Cat consultancy told me recently, this could mean clients end up paying higher charges. How much should you expect to pay?...
November 8, 2019
Professional services
Tech, data and compliance are converging to transform business
...SmartDelivery, Pinsent Masons; Jane Croft, law courts correspondent, FT; Madison Darbyshire, legal communities curator, FT; Alastair Morrison, board member and head of client strategy, Pinsent Masons; Mike Polson...
November 15, 2018
Fund management
Movers & shakers: April 2
...He will be succeeded as CEO of Frontier Advisors by Andrew Polson who joins from MyState, the Tasmanian financial services provider....
April 2, 2018
Personal Finance
Where should I place a Sipp account?
...There are three main companies to look at, says Mark Polson of The Lang Cat. You should consider AJ Bell Youinvest, Hargreaves Lansdown and Alliance Trust Savings (ATS)....
January 17, 2017
Isas
How to stay on top of your Isa funds
...In general, say both Mr Polson and Mr Mackay, percentage fees are the most cost effective for portfolios of less than £50,000....
March 3, 2016
Investments
Robo-advice market hots up as newcomer waives fees
...Mark Polson, a Lang Cat Financial director, said “challenger” companies should not assume that slashing fees would automatically attract investors....
February 25, 2016
Life & Arts
Montana’s talon show
...Holt turns off Route 93 and heads to Polson Hill, a cluster of newer houses perched on a glacial moraine above the town....
December 11, 2015
Investments
Slow march of the robots
...“The fact that someone can’t afford an independent financial adviser doesn’t necessarily mean that what they want is robo advice,” says Mr Polson....
June 22, 2015
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Fund management
Woodford funds invest £21m in AJ Bell
...Mark Polson, founder of the Lang Cat, an independent platform consultancy, said that the Woodford investment was a show of confidence in the business....
June 7, 2015
Retail & Consumer industry
Hargreaves Lansdown offers flat-rate pensions guidance
...Mark Polson, principal at The Lang Cat, a research firm, noted that Hargreaves’ own research found 50 per cent of people would be willing to pay between £100 and £500....
June 23, 2015
Investments
Discretionary managers urged to reveal charges
...“Volatility control is available and it does work but the costs in terms of performance and fees are incredible,” said Mr Polson....
January 30, 2015
Retail & Consumer industry
Hargreaves ‘accommodates’ fee demands
...Mark Polson, principal of platform consultants Lang cat, pointed out that the City regulator states that consumers must not face unreasonable post-sale barriers to changing a product, switching provider,...
March 14, 2014
Investments
Packaged fund returns hit by huge fees
...Mark Polson, principal at The Lang Cat, notes that Skandia’s range does not include a wealth manager’s charge for managing the portfolio....
June 2, 2014
Fund management
Hargreaves Lansdown delays price announcement
...Mr Polson said a client fee of 0.7 per cent would be well in excess of what some professional advisers’ platforms charge....
December 4, 2013
Investments
Barclays declares its platform hand
...Mark Polson, principal at consultancy The Lang Cat, also praised the automatic conversion....
January 27, 2014
Investments
Devil in detail of Hargreaves’ pricing
...This obviously beats those predictions,” said Mark Polson, principal at the lang cat, a financial services consultancy....
January 15, 2014
Investments
‘In-specie’ transfers are convenient, but come at a price
...“It’s a manual process and it does take a while,” said Mark Polson, principal of The Lang Cat, a consultancy for financial services practitioners....
May 31, 2013
Investments
Tax charge threatens fund manager rebates
...For customers using them in future, the deals they can negotiate will depend on their scale, according to Mr Polson at Lang Cat....
March 25, 2013

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