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

Trail cover 700x450.jpg

Cofunds hands advisers Q3 2015 sunset clause comms deadline

15 December 2014 4:41 pm | By Sam Brodbeck

Platform will convert unresponsive investors by February 2016. 


SEI appoints commercial director from Cofunds

12 December 2014 11:43 am | By Tessa Norman

Martin Steer was previously head of commercial finance at Cofunds. 


Nucleus compensates hundreds of customers after technical glitch

11 December 2014 11:25 am | By Tessa Norman

Technology upgrade resulted in a series of trades being affected. 


Nutmeg to launch personal pension

11 December 2014 | By Sam Brodbeck

Pension will be administered by Hornbuckle, with launch early next year.


Berkeley Burke demands suitability report for client transfers

10 December 2014 3:25 pm | By Sam Brodbeck

Sipp provider changes process after FCA visit.

Comments (2)


F&TRC adds trail switch-off tool

10 December 2014 11:46 am | By Tessa Norman

Tool aims to help advisers compare providers’ approaches to turning off trail commission. 

Comments (3)


Nutmeg to launch personal pension

8 December 2014 8:30 am | By Sam Brodbeck

Pension will be administered by Hornbuckle, with launch early next year.


Old Mutual: Fund mergers will trigger clean share class conversion

1 December 2014 12:03 pm | By Sam Macdonald

Old Mutual Wealth is to convert clients into clean share classes automatically where they are invested in funds that merge following guidance from the FCA.


Chris Gilchrist's FiveWays links with Parmenion for new proposition

28 November 2014 9:25 am | By Sam Macdonald

Chris Gilchrist’s FiveWays Financial Planning has teamed up with discretionary model platform provider Parmenion for the launch of its new investment proposition.


Axa Wealth scraps pension platform charges

26 November 2014 11:37 am | By Sam Brodbeck

New flexible drawdown product due to launch.

Comments (2)


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.


Square Mile partners with Cofunds for fund research

25 November 2014 12:25 pm | By Michael Berry

Square Mile has partnered with Cofunds to offer fund research.


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.

Comments (4)


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.


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.


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)


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.


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,


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. 


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. 


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)


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.

Richard Bradley - 700

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.

Comments (1)


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.

Ian Taylor

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)


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.


Platforms to launch new industry body

29 October 2014 4:08 pm | By Tessa Norman

All major platforms set to join new industry group.

Comments (1)

Kellard Mike Axa Wealth 2014

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.


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.

Peter Hargreaves 700x450

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.


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)


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.


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)


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.

Steven Levin

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)


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.


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.


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)


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.

AXA Wealth

Fund Data

Editor's Pick


Will providers be forced to pay out compensation over annuity misselling?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments