Clever MPS turns three!

Tops performance v cost comparisons as FUM doubles in last six months  105 IFA firms using Clever solutions​, 48 using CleverMPS CleverMPS assets have doubled over last six months 1,800 investor accounts using CleverMPS (including joint accounts) £1.7 billion FUM across all Clever solutions, £406.7 million in CleverMPS We recently released peer group analysis of…

Spotlight on… Nicola Cornish

Describe a typical day for you and your role? My main role is the running of the business on a day to day basis and ensuring that we are all following the vision, objectives and strategy set by the board. My days are very different, as it is for a lot of my colleagues, because…

Are you a ‘prisoner of indecision’?

It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom pervades the news, it’s understandable why new investors, as well as existing ones about to top up their portfolios, feel nervous about…

Spotlight on… Technology

Spotlight on… Technology with Neil Harding, Clever’s Lead Developer   Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future.   Q: When did you join Clever? I joined in October 2013, seven years ago or so, and at the time I was the sole developer. When…

Adviser Guide – What is PROD?

Living with PROD Where would regulators be without their acronyms? Nevertheless, PROD has potentially far-reaching consequences for your business. Understanding your shared responsibilities with product providers and fund platforms is critical. What is PROD? Designed by the UK Financial Conduct Authority (“FCA”) to ensure compliance with MiFID II, PROD – or ‘Product Intervention and Product…