This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.


Ex-Ashcourt Rowan boss sets simplified advice charges at 0.75%

26 August 2014 11:21 am | By Michael Glenister

Wealth Horizon to charge 0.25 per cent for initial advice and 0.5 per cent ongoing.


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.


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.


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.


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.

Comments (6)


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)

Freddie Findlater

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)


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.


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.


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.


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.

Comments (7)


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.


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


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.

Comments (1)

Kellard Mike Axa Wealth 700x450

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.


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.

Spotlight on charges 700x450.jpg

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.


Ascentric appoints new managing director

28 July 2014 11:24 am | By Michael Glenister

Jon Taylor will replace Hugo Thorman in January next year.


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)


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)


PFS launches CPD mobile app

25 July 2014 11:03 am | By Michael Glenister

Application designed to allow advisers to record CPD.

Comments (1)

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)


LV= introduces electronic annuity applications

23 July 2014 3:27 pm | By Michael Glenister

Provider introduces fully paperless process powered by TOMAS.


Platforms look to tackle re-reg rejections

18 July 2014 11:00 am | By Michael Glenister

Electronic re-registration attempts falter on data mismatch


Zurich poaches Ascentric sales head

17 July 2014 8:40 am | By Michael Glenister

 Alan Ferguson joins Zurich platform.

Spotlight on charges 700x450.jpg

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.

Scotland cover

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)


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.


Nucleus board member Bruce Wilson steps down

16 July 2014 1:07 pm | By Michael Glenister

Helm Godfrey’s Bruce Wilson leaves platform.

Adamson-Clive-FCA-2013 700 x 450.jpg

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)


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.


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)


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)


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)


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)


Aviva confirms D2C platform plans

10 July 2014 8:16 am | By Michael Glenister

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

Spotlight on charges 700x450.jpg

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.


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)


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


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.

Fund Data

Editor's Pick


Do you think interest rates will rise before the end of the year?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments