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Beyond Risk Profiling: Achieving better investment outcomes for consumers and industry

Collard, Sharon; Brambley, Will and Lowe, Jonquil (2015). Beyond Risk Profiling: Achieving better investment outcomes for consumers and industry. True Potential Centre for the Public Understanding of Finance, Open University, Milton Keynes, UK.

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Abstract

In the wake of the Retail Distribution Review, there remain fundamental questions about how best to support consumers to make sound investment decisions, particularly those with modest amounts of money to invest, for whom a poor investment decision may have a disproportionate adverse impact. The advent of new pension freedoms from April 2015, which give people more choice and flexibility about how they use their retirement savings, adds further impetus to the issue. To help inform policy and practice on this important subject, in June 2015 we brought together consumer and industry experts to explore possible new approaches to improve risk profiling and investment decision-making.

Item Type: Other
Copyright Holders: 2015 The Open University
Project Funding Details:
Funded Project NameProject IDFunding Body
'Closing the gap' Establishing a Centre for the Public Understanding of Finance (PUFin) (B-13-017-AC)Not SetTrue Potential LLP
Keywords: risk; investment; personal finance; financial advice; consumer behaviour
Academic Unit/School: Faculty of Business and Law (FBL) > Business > Department for Accounting and Finance
Faculty of Business and Law (FBL) > Business
Faculty of Business and Law (FBL)
Faculty of Arts and Social Sciences (FASS) > Politics, Philosophy, Economics, Development, Geography > Economics
Faculty of Arts and Social Sciences (FASS) > Politics, Philosophy, Economics, Development, Geography
Faculty of Arts and Social Sciences (FASS)
Research Group: Innovation, Knowledge & Development research centre (IKD)
Item ID: 46163
Depositing User: Will Brambley
Date Deposited: 29 Apr 2016 15:07
Last Modified: 11 Apr 2019 04:30
URI: http://oro.open.ac.uk/id/eprint/46163
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