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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.

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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.

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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 


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”.

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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.


Aviva eyes self-serve hybrid platform

8 September 2014 4:50 pm | By Michael Glenister

Provider consulting with advisers over product development.


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.


Hargreaves backs non-advised guidance as it posts £210m profit

3 September 2014 8:50 am | By Michael Glenister

Company says ‘ability to assist client without increased liability’ set to increase.

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Ascentric appoints Axa Wealth's Sarah Lyons as head of marketing

2 September 2014 10:11 am | By Sam Brodbeck

Lyons joins the platform after 12 years at Axa Wealth.

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Nutmeg eyes pension wrapper as it posts £3.7m loss

1 September 2014 11:54 am | By Michael Glenister

D2C firm plans to target older, wealthier clients.

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Novia takes £250k stake in advice firm

1 September 2014 9:05 am | By Michael Glenister

Wrap platform to provide loan facility up to £750,000.

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Hargreaves Lansdown 'set to apply for banking licence'

1 September 2014 8:45 am | By Natalie Holt

Analysts at Morgan Stanley expect Hargreaves to secure a banking licence in a bid to retain clients and capitalise on Budget reforms.


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.

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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.

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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.

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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.


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.

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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.


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.

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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.


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.


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.

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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.

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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

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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.


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.

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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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