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Money Marketing Cover

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Under the bonnet: The new 'transparent' world of platform rebates

17 April 2014 8:30 am | By Michael Glenister

Money Marketing investigates the myriad ways platforms are administering rebates in the new supposedly ‘transparent’ RDR world.

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F&TRC to launch auto-enrol and protection comparison service

17 April 2014 | By Samuel Dale

The comparison tool will be free to advisers and sold to providers.

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Old Mutual could buy out Henderson in Intrinsic joint venture

17 April 2014 | By Michael Glenister

Investment arm is a 50/50 owned joint venture between Henderson and Intrinsic

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Old Mutual could buy out Henderson in Intrinsic joint venture

14 April 2014 2:02 pm | By Michael Glenister

Remaining 50 per cent stake in Cirilium could be bought by Old Mutual

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Rowan Dartington buys Isle of Man platform for global push

14 April 2014 11:57 am | By Michael Berry

The Bristol-based wealth manager has bought Acordias to allow it to roll out its stockbroking and discretionary management globally.

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Cofunds to offer adviser charging from Sipp wrapper

11 April 2014 3:50 pm | By Michael Glenister

Fees previously paid from cash account.

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Morgan Stanley cuts Hargreaves share price target by 10%

11 April 2014 10:56 am | By Sam Macdonald

Share price target cut by 10 per cent as earnings expectations also cut by 18 per cent.

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Providers slow to sign up to pension transfer standard

10 April 2014 1:00 pm | By Michael Glenister

Tisa pension transfer plans similar to platform asset re-reg guidelines 

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F&TRC to launch auto-enrol and protection comparison service

10 April 2014 11:18 am | By Samuel Dale

The comprison tool will be free to advisers and sold to providers.

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Aegon and Cofunds cut platform charges following Budget reforms

10 April 2014 | By Michael Glenister

Aegon has become the first advised platform to introduce a cap on charges.

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Transact profits up 14% to £16.9m

10 April 2014 | By Michael Glenister

Adviser numbers up to 6,300 from 5,700 in 2012

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MoneySupermarket buys finance app Ontrees

10 April 2014 | By Michael Glenister

Associated Newspapers’ consumer finance software acquired for undisclosed fee

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Skandia in talks with Woodford venture for WealthSelect

10 April 2014 | By Michael Glenister

WealthSelect mandate could include former Invesco fund manager

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1st Software founder buys significant stake in Sammedia

8 April 2014 4:13 pm | By Sam Macdonald

Consortium led by 1st Software founder Mik Cons takes stake in Sammedia.

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Skandia in talks with Woodford venture for WealthSelect

8 April 2014 12:52 pm | By Michael Glenister

WealthSelect mandate could include former Invesco fund manager.

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Moneysupermarket.com buys finance app Ontrees

7 April 2014 4:23 pm | By Michael Glenister

Website and mobile app has been sold by Associated Newspapers for an undisclosed sum.

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Transact profits up 14% to £16.9m

7 April 2014 10:49 am | By Michael Glenister

Adviser numbers up to 6,300 from 5,700 in 2012.

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Axa cuts platform charges on £1m+ portfolios

4 April 2014 10:29 am | By Michael Glenister

Three new charge tiers at £1m, £2.5m and £5m.

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TD Direct takes aim at Fidelity and Axa with further price cut

3 April 2014 5:50 pm | By Michael Glenister

Direct platform seeks to undercut rivals by cutting charges to 0.3 per cent for assets of less than £250,000.

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Skandia to add cash Isa as it increases rates

3 April 2014 2:51 pm | By Michael Glenister

Short-term cash facility to be expanded following the reforms to Isas outlined in the Budget.

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True Potential launches D2C platform and network arm

3 April 2014 | By Michael Glenister

True Potential Investor charges 40 basis points and launches with Isa and general investment accounts

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L&G eyes expansion of D2C platform

3 April 2014 | By Michael Glenister

Insurer in discussions to utilise Cofunds technology to expand on existing IPS platform.

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Tech boost for Nucleus and Aviva as Bravura upgrades

2 April 2014 12:55 pm | By Michael Glenister

Systems set to switch from Talisman to Sonata technology 

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Aegon caps platform charges and plans to add fixed fees

2 April 2014 11:19 am | By Michael Glenister

There will be no charges on assets over £250,000 from May.

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Cofunds blames 'scale of regulatory change' as profits fall to £4.2m

1 April 2014 4:26 pm | By Michael Glenister

Administration expenses at the platform went from £71.9m to £77.8m.

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AJ Bell to bulk-convert to clean in Q4

1 April 2014 3:06 pm | By Michael Glenister

Platform research tool to support 4,000 funds from 6 April 

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Cofunds cuts pension drawdown charges

1 April 2014 2:42 pm | By Michael Glenister

Budget prompts reduction in drawdown fees.

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Capita launches investment and pension switching comparison tool

31 March 2014 5:07 pm | By Michael Glenister

Synaptic Illustror added to Capita Financial Software range.

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L&G eyes expansion of D2C platform

31 March 2014 12:41 pm | By Michael Glenister

Insurer in discussions to utilise Cofunds technology to expand on existing IPS platform 

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Discounted fund deals create re-reg dilemma

28 March 2014 11:00 am | By Michael Glenister

Platforms are adopting different approaches when it comes to re-reg from preferential fund deals.

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Standard Life reveals full discounted fund list

28 March 2014 10:49 am | By Michael Glenister

Platform releases price list for insured and mutual funds

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James Hay posts 25 per cent profit drop despite sales boost

27 March 2014 11:12 am | By Michael Glenister

Results posted by parent IFG Group show 5071 Sipp sales in 2013

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Platforms struggle to meet Budget drawdown reforms

27 March 2014 8:30 am | By Michael Glenister

Some platforms will not be able to support new drawdown rules coming in today.

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True Potential launches D2C platform

26 March 2014 3:59 pm | By Michael Glenister

Platform will charge 40 basis points and support investments from as little as £50.

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Standard Life reveals terms on preferential fund deals

26 March 2014 8:30 am | By Michael Glenister

Platform has secured discounted terms on 291 funds at an average discount of 14 basis points

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Fidelity lobbies FCA to ban exit fees

24 March 2014 3:11 pm | By Michael Glenister

D2C platform head says regulator must ban charges that can be in excess of 1 per cent of portfolio value.

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Trustnet rivals AJ Bell with launch of D2C platform

20 March 2014 | By Michael Glenister

Trustnet Direct caps annual charges at £200.

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Alliance Trust Savings scraps VAT on platform charge

19 March 2014 11:25 am | By Michael Glenister

Move will come into effect on 1 May.

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Trustnet D2C platform gives out incorrect tax info to investors

17 March 2014 4:12 pm | By Michael Glenister

Platform gives out inaccurate guidance on tax relief a week after launch.

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True Potential appoints MAS non-exec to board

14 March 2014 12:16 pm | By Tessa Norman

Nest trustee Edmans joins True Potential board. 

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