July 2017 - PRIIPs Changes on the Horizon.pdf

Frank Carr discusses how PRIIPs manufacturers are moving on from their decision-making in respect of PRIIPs implementation plans to a consideration of the key emerging issues from PRIIPs.



June 2017 - UCITS derogation for PRIIPs manufacturers

George McCutcheon MSc FIA discusses the important implications for all investment product manufacturers in Europe.



May 2017 - PRIIPs System Challenges

George McCutcheon MSc FIA discusses PRIIPs and KID challenges.



Feb 2017 - Asset Manager Oversight of Service Providers

Frank Carr discusses outsourcing oversight for asset managers.



Mar 2016 - Seeing through the risks of DC fund Investment Administration

This article examines how new technology is poised to revolutionise the administration of DC pension fund solutions in the UK pension landscape - and how this can fuel both opportunity and risk reduction for those operating here.



Aug 2015 - Assets GRC (Governance, Risk, Compliance) under Solvency II

George McCutcheon reviews the assets GRC component in more detail.



Mar 2015 - Solvency II Look Through

George McCutcheon reviews the three strands to look-through from the perspective of both Asset Managers and Life insurers.



Feb 2015 - Solvency II Unit Matching & capital management

George McCutcheon describes how an appropriate unit matching policy would release cash and minimise volatility of Solvency II own funds.



Oct 2014 - Asset Manager Oversight of Service Providers

George McCutcheon MSc FIA discusses outsourcing oversight for asset managers



July 2014 - PRIIPs, Ongoing Charges & Soft Commissions

George McCutcheon MSc FIA discusses charge disclosure issues



July 2014 - Risk Management for Insurance Assets in a Solvency II World

George McCutcheon MSc FIA discusses the Solvency II risk management function



May 2014 - Tax Aspects of ABI Guide to Good Practice for Unit-Linked Funds

George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”



March 2014 - Revisions to ABI Guidelines following TR13/8

George McCutcheon MSc FIA discusses the ABI's revised draft “Guide to Good Practice for Unit-Linked Funds”



Dec 2013 - Clean and Super Clean Share Classes

Clean and super clean share classes



Nov 2013 - Thematic Review of Unit Linked Funds FCA Findings

George McCutcheon MSc FIA discusses the findings of the FCA thematic review.



Oct 2013 - Summary FCA Findings

Findings of the FCA thematic review.



Aug 2013 - Securities Lending on Assets of Unit-Linked Funds

George McCutcheon MSc FIA discusses securities lending issues for life companies.



July 2013 - Unit-Linked Funds Unit Creation and Investment Processes

Securities lending issues for life companies.



April 2013 - UK Unit Linked Funds Thematic Review

Management and governance of unit-linked funds.





Case Studies

The following are case studies from some of our clients:

Invest|Pro™ has completely transformed our operations.

Financial Controller, RL360

We chose Invest|Pro™ to automate and consolidate our administration functions and the 35% cost savings and efficiencies that have resulted have been exceptional.

Head of Group Finance, Friends First

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