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Aegon hires D2C head

22 August 2014 12:25 pm | By Michael Glenister

Customer services director David Beattie appointed to head up non-advised channel.

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Nucleus posts £1m profits as it explores new adviser stake options

21 August 2014 12:00 pm | By Sam Macdonald

Nucleus saw £965m inflows, up 15 per cent from £837m in 2013 and also moved onto new Bravura Solutions platform Sonata.

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Pru in platform push as part of £100m investment plans

21 August 2014 | By Natalie Holt

Insurer to develop a range of Isas as part of £100m plans to diversify away from annuities.

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Pru in UK platform push

18 August 2014 8:30 am | By Natalie Holt

Insurer to develop a platform and a range of Isas as part of £100m plans to diversify away from annuities.

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Standard Life increases Sipp drawdown charges

15 August 2014 12:09 pm | By Michael Glenister

Rival platforms have recently moved to reduce drawdown charges post-Budget.

Comments (1)

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Zurich recruits Platforum head of adviser platforms

15 August 2014 10:39 am | By Michael Glenister

Freddie Findlater has been with consultancy since 2008.

Comments (2)

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FNZ COO exits in management restructure

13 August 2014 2:10 pm | By Sam Macdonald

Platform provider FNZ chief operating officer David Page has left the firm following a management restructure.

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Woodford tops ATS platform sales in H1

12 August 2014 10:11 am | By Pamela Morris

The star manager’s newly launched equity income fund took the top spot as the most popular actively managed fund on the ATS platform.

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Tisa director general Tony Vine-Lott exits

12 August 2014 8:54 am | By Tom Selby

Vine-Lott leaves his role with immediate effect after 13 years at the trade body.

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Skandia platform profit hits £10m for H1

7 August 2014 8:52 am | By Michael Glenister

Old Mutual Wealth business sees pre tax profit increase 11 per cent.

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Friends Life set for Budget changes as profits drop

6 August 2014 10:20 am | By Tom Selby

Friends Life group chief executive Andy Briggs says the company plans to boost its direct-to-consumer proposition following the Budget announcement.

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L&G plans end of year D2C launch

6 August 2014 9:22 am | By Michael Glenister

Firm elso eyeing equity release launch and will expand drawdown post-Budget

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Hargreaves cuts dividend re-investment charge

1 August 2014 10:21 am | By Michael Glenister

Minimum fee now set at £1 and maximum at £10.

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Axa Elevate assets up 30% to £8.4bn

1 August 2014 8:45 am | By Natalie Holt

Net inflows on the platform are up 8 per cent to £1.1bn.

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Platforms eye post-Budget drawdown price cuts

30 July 2014 9:52 am | By Michael Glenister

Elevate and AJ Bell also seeking to adjust charges.

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Aviva scraps drawdown platform charge following Budget

28 July 2014 4:45 pm | By Michael Glenister

£100 fee removed from platform drawdown cost from September.

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Ascentric appoints new managing director

28 July 2014 11:24 am | By Michael Glenister

Jon Taylor will replace Hugo Thorman in January next year.

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Parmenion profits up 88% to £1.75m

25 July 2014 1:08 pm | By Michael Glenister

Turnover increased 57 per cent to £5.3m in year to March 2014.

Comments (1)

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Ratings agency raises concerns over FundsNetwork transparency

25 July 2014 11:30 am | By Sam Macdonald

The FundsNetwork platform is legally owned by the Bermuda-domiciled FIL Ltd.

Comments (1)

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PFS launches CPD mobile app

25 July 2014 11:03 am | By Michael Glenister

Application designed to allow advisers to record CPD.

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Cyber security

Platforms under cyber security attack

25 July 2014 8:30 am | By Michael Glenister

Money Marketing reveals the vulnerabilities in some platforms’ security systems

Comments (1)

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LV= introduces electronic annuity applications

23 July 2014 3:27 pm | By Michael Glenister

Provider introduces fully paperless process powered by TOMAS.

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Platforms look to tackle re-reg rejections

18 July 2014 11:00 am | By Michael Glenister

Electronic re-registration attempts falter on data mismatch

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Zurich poaches Ascentric sales head

17 July 2014 8:40 am | By Michael Glenister

 Alan Ferguson joins Zurich platform.

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Ascentric cuts drawdown fees following price review

17 July 2014 8:36 am | By Michael Glenister

Price reduction follows overhaul of Sipp fees in June.

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Scottish independence: The great unknown for financial services

17 July 2014 8:30 am | By Pamela Morris

The latest concern over the future of UK customers on Scottish-based platforms reveals why major uncertainties around independence are not just for financial services north of the border.

Comments (27)

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SNP's Stewart Hosie and Labour's Gregg McClymont go head-to-head over Scottish independence

17 July 2014 8:30 am

SNP finance and treasury spokesman Stewart Hosie and Labour shadow pensions minister Gregg McClymont put forward competing arguments for and against a Yes vote.

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Nucleus board member Bruce Wilson steps down

16 July 2014 1:07 pm | By Michael Glenister

Helm Godfrey’s Bruce Wilson leaves platform.

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FCA uncovers price comparison site failings

16 July 2014 8:50 am | By Michael Glenister

Thematic review finds that comparison sites are leading consumers to focus on price over cover.

Comments (7)

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Calastone hires former AOL chief financial officer

15 July 2014 8:48 am | By Pamela Morris

James Colquhoun joins the technology firm from AOL where he held the role of chief financial officer for European operations.

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FCA U-turns on fixed-term deposit Isa proposals

14 July 2014 9:30 am | By Michael Glenister

Final rules dismiss unbreakable FTDs from Isas, forcing platforms to review plans.

Comments (1)

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Hargreaves eyes simplified advice expansion on FCA review

11 July 2014 3:51 pm | By Michael Glenister

“Opportunities for us to develop tools whether it be on a simplified advice basis or on a non-advised basis”.

Comments (2)

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FCA warns over 'potentially misleading' best buy lists

11 July 2014 2:14 pm | By Tom Selby

Regulator also suggests levels of due diligence on potential products was “varied” across the industry.

Comments (2)

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Hargreaves and Charles Stanley defend pre-filled fund choices

11 July 2014 9:30 am | By Michael Glenister

D2C platforms criticised for pre-filling application forms with fund choices.

Comments (5)

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Aviva confirms D2C platform plans

10 July 2014 8:16 am | By Michael Glenister

Direct-to-consumer platform forms part of ongoing strategy shift.

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Zurich cuts charges across platform

10 July 2014 8:06 am | By Michael Glenister

Top two charging tiers merged, meaning assets up to £100,000 will now be charged at 0.35 per cent.

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BBA: The era of bank branches is dead

7 July 2014 8:37 am | By Tessa Norman

Rise of mobile banking means branch numbers will continue to fall, says BBA chief. 

Comments (8)

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Platforms boost cash Isa rates following Budget overhaul

4 July 2014 1:00 pm | By Michael Glenister

New cash savings products and improved rates on cash in Isa wrappers

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Transact eyes further stakes in tech firms

4 July 2014 11:00 am | By Michael Glenister

Platform took a 15 per cent stake in Sprint in May.

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CTC Software to launch retirement planning tool in Budget response

3 July 2014 11:19 am | By Michael Glenister

Planning tool to be tested with advisers.

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