Biography
From 1993 to 2003, Peter was the influential leader of Skandia's Pensions business. During this time he was recognised as one of the principle architects of the downfall of Stakeholder Pensions and the establishment of open- architecture pension products as a mainstream proposition. Following his departure from Skandia he became Marketing Director for Scottish Widows prior to a three year career break to pursue a degree in sports science and to fulfil an ambition to complete an Ironman triathlon. He has now returned to Skandia to take on the challenge of running the UK's leading fund platform.
Peter Jordan explains why the need to accurately match investment advice to a client’s attitude to risk is driving opportunities to consolidate client assets.
Highly efficient platform technology that complements the advice and service proposition will be key to thriving in the approaching regulatory environment. Peter Jordan gives details.
In order to fully meet client expectations – and those of the regulator – it is crucial that client risk assessment and ongoing portfolio management is robust, clearly audited and easily understoo
Skandia’s new platform pricing structure is based around complete clarity for the consumer, while helping to meet the challenges set out by the regulator. Peter Jordan gives details.
While there are clear benefits to be gained from the efficiencies of platforms, the degree to which they are passed on to financial advisers and thier clients can vary greatly.
Peter Jordan unwraps the UK platform market, looking at the effects of platform charging and explaining what bundled and unbundled commission really means. ...read more
Peter Jordan, Skandia Head of Platform and e-business Marketing, discusses the structure of the platform market, the drivers of change and the consequences for advice and platform selection....read more
Peter Jordan demonstrates why a structured approach to ISA asset allocation can provide significant benefits, while helping your business meet regulatory requirements.