Transact

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Transact

  1. 1. Malcolm F Murray and Glen Sweet
  2. 2. Agenda <ul><li>Service </li></ul><ul><li>Sustainability </li></ul><ul><li>Savings renaissance </li></ul>
  3. 3. The key considerations prior to selecting a platform (courtesy of Clive Waller at CWC) 1. Charges 2. Brand 3. Functionality 4. Service – ease of use, support, admin etc
  4. 4. The key considerations among existing platform users (courtesy of Clive Waller at CWC) 1. Service – ease of use, support, admin etc 2. Functionality 3. Brand 4. Charges
  5. 5. How do you judge service before you experience it? - referrals
  6. 6. <ul><li>Sustainability </li></ul><ul><li>Profitability </li></ul><ul><li>Transparency </li></ul><ul><li>The cost of providing service? </li></ul>
  7. 7. Savings renaissance <ul><li>Choice of investments </li></ul><ul><li>Range of tax wrappers </li></ul><ul><li>Range of options to produce 'income' </li></ul><ul><li>Resurrection of the qualifying savings plan </li></ul><ul><li>Savings renaissance </li></ul>
  8. 8. <ul><li>Service </li></ul><ul><li>Sustainability </li></ul><ul><li>Savings renaissance </li></ul><ul><li>Are these the three key factors? If not, what are? </li></ul>

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