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


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.


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)


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)


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. 

Cover 2

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)


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”.

Comments (2)


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.

danny cox 700x450

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.

Comments (5)


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.

Comments (1)


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.

Comments (4)


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.

Peter Hargreaves 500x320

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.

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)

Fund Data

Editor's Pick


Have you heard of cases of advised sales being disguised as execution-only?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments