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Nucleus rolls out annuity portal after pilot

25 November 2014 2:46 pm | By Sam Macdonald

Adviser-owned wrap Nucleus has launched it annuity portal to the wider market on its platform following a pilot.

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Square Mile offers fund research through Cofunds platform

25 November 2014 12:25 pm | By Michael Berry

Square Mile has partnered with Cofunds to offer fund research on the adviser platform.

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Telegraph defies own exit fees campaign with D2C wrap

25 November 2014 10:20 am | By Sam Macdonald

The Daily Telegraph appears to have gone against its own editorial stance on exit charges by charging transfer fees on its new direct platform proposition.

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Santander to launch D2C platform

24 November 2014 9:05 am | By Natalie Holt

Bank is reportedly looking at platform launch next year for new and existing customers.

The Platforum hosts Female Investment Forum

20 November 2014

The Platforum is hosting its annual Female Investment Forum to bring together women from across financial services to network and discuss their perspective on the world of investment.

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Intelliflo replaces Nick Eatock as chief exec

18 November 2014 2:08 pm | By Tom Selby

Hamish Purdey replaces Nick Eatock, who has been named executive chairman, in the role.

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Axa Elevate COO Andrew Smith returns to Nucleus as CTO

17 November 2014 1:39 pm | By Michael Berry

Former Axa Elevate chief operating officer Andrew Smith is returning to Nucleus as chief technology officer.

Comments (1)

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The Platforum hires Fidelity's Rohit Vaswani

12 November 2014 9:27 am | By Natalie Holt

Vaswani joins The Platforum as head of adviser distribution relationships after seven years at Fidelity.

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Ulster Bank fined £2.7m for 'unacceptable' IT failings

12 November 2014 8:45 am | By Michael Berry

RBS subsidiary Ulster Bank has been fined for IT failings that left 600,000 customers without essential services for a month,

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F&TRC launches adviser charging comparison tool

11 November 2014 3:22 pm | By Tessa Norman

Free online tool allows advisers to compare various platforms and providers’ approaches to adviser charging. 

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IFDS appoints director of product innovation

10 November 2014 10:17 am | By Tessa Norman

Philip Goffin joins from Calastone to take up newly-created role. 

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Platforms: We must do more to help advisers on due diligence

7 November 2014 11:42 am | By Tessa Norman

Major platforms say they need to be more open and consistent in the information they give advisers. 

Comments (1)

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Ascentric makes two senior hires from Axa

5 November 2014 12:29 pm | By Sam Macdonald

Royal London-owned wrap Ascentric has appointed two senior Axa Wealth staff to head up its institutional sales and business development arms.

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Platform price squeeze could lead to poor service

31 October 2014 11:04 am | By Michael Berry

Advisers are increasingly picking platforms based on cost, creating a risk of poor quality service instead of value for money, The Platforum says.

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Platforms raise concerns over Iress data loss

31 October 2014 8:42 am | By Tessa Norman

Data loss issues with Iress’s back office system have been left unresolved for over a year.

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Private equity firms circle Transact

30 October 2014 10:15 am | By Tessa Norman

Sale moves closer as private equity firms circle the platform.

Comments (3)

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Nucleus appoints CFO from Adam & Co

30 October 2014 9:07 am | By Sam Macdonald

Doug Heron takes up the role of CFO in January and will be responsible for overseeing finance, risk and compliance at the platform provider.

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Platforms to launch new industry body

29 October 2014 4:08 pm | By Tessa Norman

All major platforms set to join new industry group.

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Axa Wealth assets hit £27bn as platform AUA jumps 28%

24 October 2014 8:47 am | By Michael Berry

Axa Wealth grew its assets under management by 10 per cent to £27bn in the year to 30 September.

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Cofunds launches self-direct Sipp product

17 October 2014 12:51 pm | By Sam Macdonald

The platform says the move has been made to offer its self-directed intermediaries a Sipp product.

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Hargreaves warns low interest rates and deposit restrictions hit margins

14 October 2014 8:49 am | By Sam Macdonald

Hargreaves Lansdown has warned that continued low interest rates and the prevention of platforms to offer fixed term deposits is having a continued affect on revenues.

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Old Mutual Wealth axes platform drawdown charge and minimum investment fees

9 October 2014 10:00 am | By Sam Macdonald

The changes will come in on 1 January.

Comments (1)

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Hargreaves could cut Wealth 150 to 50 funds

9 October 2014 9:57 am | By Sam Macdonald

Hargreaves Lansdown head of investment research Mark Dampier cites lack of good quality funds and fund managers.

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IFDL sales director exits for sunset clause-tackling venture

8 October 2014 8:42 am | By Sam Macdonald

IFDL institutional sales director Rob Beverley has left the platform provider to join newly launched firm Sentinel alongside Succession co-founder Andrew Smith.

Comments (3)

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Axa Wealth executive changes spark more senior departures

3 October 2014 4:02 pm | By Pamela Morris

Axa Elevate head of operations Mark Links and former Elevate chief operating officer Andrew Smith are set to leave the firm by the end of 2014.

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Old Mutual Wealth eyes D2C launch following Skandia rebrand

3 October 2014 9:30 am | By Michael Berry

Old Mutual is considering launching a direct-to-consumer proposition after the firm ditched the adviser-focused Skandia brand last month.

Comments (5)

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Intelliflo director exits as David Child takes on COO role

1 October 2014 8:50 am | By Sam Macdonald

Chessell joined the firm in July 2012 and was formerly Skandia UK sales director.

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Annuity providers eye platform technology for post-Budget decumulation

26 September 2014 9:30 am | By Michael Glenister

Annuity providers are in talks with investment platform technology providers to power retirement income propositions from April next year.

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Old Mutual Wealth scraps Skandia brand

22 September 2014 8:38 am | By Natalie Holt

The Skandia brand, which launched in the UK in 1979, disappears from today.

Comments (2)

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The Platforum announces new management team

17 September 2014 8:57 am | By Natalie Holt

The Platforum has announced a number of management changes following the resignation of founder and managing director Holly Mackay.

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Ascentric posts loss after £1.6m tech spend

17 September 2014 8:55 am | By Michael Glenister

Spend on new Bravura system pushes platform into £567k loss

Comments (1)

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Octopus hires Elevate's Shaun Sandiford in IHT platform push

15 September 2014 10:17 am | By Sam Macdonald

News comes as Octopus signs an agreement with Novia to offer Octopus Inheritance Tax Service on the platform.

Comments (2)

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Nucleus CFO to leave for Zurich

12 September 2014 9:47 am | By Michael Glenister

Nucleus chief financial officer Aileen Mathieson is to join Zurich as chief investment officer. 

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Banks and fund managers prepare assault on UK platform market

12 September 2014 8:30 am | By Michael Glenister

Money Marketing understands a number of banks and even fund managers are exploring options to build on their ability to deal direct with investors.

Comments (3)

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Standard Life eyes D2C investment with Canada sale cash

11 September 2014 | By Michael Glenister

Advisers warn that providers widening their D2C presence must avoid overlap with advised client business 

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Platforms in talks to resume fixed-term deposits after FCA rule change

10 September 2014 9:31 am | By Michael Glenister

James Hay expecting to find “workable solution that fits within the new rules”.

Comments (2)

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Calastone takes on BNY transfer head

9 September 2014 8:32 am | By Sam Macdonald

Fund re-registration firm Calastone has appointed BNY Mellon head of transfer agency for EMEA and Asia Pacific Jon Willis as chief commercial officer.

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Aviva eyes self-serve hybrid platform

8 September 2014 4:50 pm | By Michael Glenister

Provider consulting with advisers over product development.

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Standard Life eyes D2C investment with Canada sale cash

5 September 2014 8:52 am | By Michael Glenister

The £2.2bn deal with Manulife saw the firm pay £1.75bn to shareholders.

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Hargreaves set to unveil D2C discretionary service

3 September 2014 12:59 pm | By Pamela Morris

Head of financial planning Danny Cox says the proposition will carry a TER below 2 per cent.

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