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Pensions Institute director unveils modelling tool

27 March 2015 1:00 pm | By Sam Brodbeck

Pensions Institute director David Blake launches stochastic software for advisers.


Cofunds reports 83% rise in profit but misses revenue target

27 March 2015 11:38 am | By Tessa Norman

Platform says a business of its scale should be generating more profit. 

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FCA issues warning over 'complex' pension freedoms products

26 March 2015 9:03 am | By Sam Brodbeck

Regulator finds firms developing D2C business limiting customer options

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True Potential launches savings dashboard for pension freedoms

11 March 2015 9:01 am | By Sam Brodbeck

True Potential has launched a pension and savings dashboard to help advisers plan and manage client assets.

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Charles Stanley in talks over securities arm sale

10 March 2015 12:07 pm | By Beth Brearley

Charles Stanley is in talks to sell its securities division, with a US firm set to take ownership.

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Standard Life slashes drawdown charges

5 March 2015 12:21 pm | By Mark Sands

Standard Life is axing set up and depletion charges for customers in drawdown.


FNZ UK chief Martin Jennings to exit

4 March 2015 3:20 pm | By Mark Sands

The UK and Europe chief executive of platform technology firm FNZ is set to depart by 2016.


Praemium acquires Plum Software for £1m

4 March 2015 2:52 pm | By Tessa Norman

Plum Software serves financial advice market.  

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Aon launch marks 'fundamental realignment' of DC pensions market

3 March 2015 5:54 pm | By Sam Brodbeck

Bigblue scheme will cater to active, deferred and retired members.

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Strawberry Invest launches managed portfolios service

25 February 2015 11:01 am | By Philip Scott

Direct-to-consumer platform Strawberry Invest has launched a managed portfolios service which investors can access provided they pay in £100 a month.


Wealth managers and IFAs under threat by tech upheaval

23 February 2015 3:29 pm | By Michael Berry

Asset managers are unlikely to be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky, Create-Research says. 

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Nutmeg sets personal pension charges starting at 0.3%

23 February 2015 10:25 am | By Sam Brodbeck

Discretionary manager launches personal pension with £5,000 minimum investment.


Standard Life pays out £17m refund to with-profits fund

20 February 2015 8:53 am | By Natalie Holt

Provider is also expecting to annuity profits this year to fall by up to £15m.

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Platform Action appoints David Child non-exec chair

19 February 2015 12:13 pm | By Sam Brodbeck

Child was formerly managing director of 1st Exchange.


'Massive disparity' in pension modelling tools risks confusing customers

17 February 2015 1:19 pm | By Sam Brodbeck

Investment returns range from below 1.5 to 7 per cent.

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Cyber security

Banks and financial firms hit by $1bn cyber attack

16 February 2015 8:50 am | By Natalie Holt

Large amounts of cash were transferred in attack that is “still very much active”.


FTSE launches annuity index

12 February 2015 9:33 am | By Sam Brodbeck

Daily series tracks value of pension savings against annuity prices.

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Just 2% of customers take up pensions guidance, warns Royal London

12 February 2015 9:01 am | By Sam Brodbeck

Chief executive Phil Loney says the pension reforms risk “becoming an infamous example of political bungling”.

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The changing shape of distribution: Are new models sustainable?

12 February 2015 8:30 am | By Tessa Norman

As consolidation changes the shape of the advice market, experts are questioning whether clients’ interests are being lost in the battle for assets.  

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Ex-L&G platforms director Danny Wynn joins Fidelity

10 February 2015 12:59 pm | By Sam Brodbeck

Danny Wynn appointed head of fund partners.

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Novia launches client-facing portal

5 February 2015 10:12 am | By Tessa Norman

Portal can be white-labelled by advisers and is mobile and tablet-friendly. 


Pressure grows over exit fees after TD Direct pricing shift

5 February 2015 9:30 am | By Tom Selby

Execution-only broker TD Direct Investing has scrapped exit fees as part of an overhaul of its pricing structure.

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Hargreaves Lansdown profits hit by platform fee cut

4 February 2015 8:55 am | By Sam Brodbeck

But assets under administration hit record £49.1bn

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Ex-Burns Anderson chief appointed head of sales at new Novia platform

3 February 2015 1:47 pm | By Sam Brodbeck

International platform Novia Global due to launch in Q2.


TD Direct scraps exit fees in pricing overhaul

3 February 2015 8:12 am | By Tom Selby

Execution-only broker TD Direct Investing has scrapped exit fees as part of an overhaul of its pricing structure.


Charles Stanley sees 7% rise in group AUM

30 January 2015 11:39 am | By Philip Scott

Total client funds are up 2 per cent year-on year to £20.5bn.


Standard Life targets pension freedoms with retirement-focused DFM launch

29 January 2015 10:31 am | By Tom Selby

Standard Life Wrap has launched a retirement-focused DFM offering for advisers as the platform looks to boost its pension offering following the Budget reforms.

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What lies beneath: FCA to probe platform tech as firms eye major upgrades

29 January 2015 8:30 am | By Tessa Norman

Money Marketing  examines the challenge ahead for platforms which need to take on an increasing number of investors while avoiding falling prey to a technology crash.

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Tisa appoints former FundsNetwork boss as director general

22 January 2015 8:33 am | By Tom Selby

Industry trade body Tisa has named former Fidelity FundsNetwork boss David Dalton-Brown as director general.


Report lays bare model portfolio due diligence concerns

21 January 2015 10:30 am | By Michael Berry

It is impossible for IFAs to do whole-of-market analysis of models portfolios due to opaque and inconsistent data, a Lang Cat and CWC Research report argues.

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'Cradle to grave' target date funds could solve advice gap

21 January 2015 9:10 am | By Michael Berry

The first range of UK target date funds has been launched by the Axa Group and BirthStar.


Intelliflo revamp boosts online contact between advisers and clients

21 January 2015 8:45 am | By Tessa Norman

Developments to Personal Finance Portal “mark a major change of direction” for the back-office provider.

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Transact cuts platform charges

19 January 2015 12:08 pm | By Tom Selby

Transact has set out plans to cut platform charges following a review of its pricing structures.

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UK and US to test cyber attacks on banks

16 January 2015 8:31 am | By Tessa Norman

Attacks to be tested on Bank of England in new joint defence against cyber crime. 

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Ascentric unveils new charging model and cuts fees

15 January 2015 2:06 pm | By Sam Brodbeck

Royal London-owned platform Ascentric has introduced a new “inclusive” charging structure.

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Former Transact marketing head Malcolm Murray joins London & Capital

15 January 2015 1:53 pm | By Tom Selby

Former Transact head of marketing Malcolm Murray has joined wealth management firm London & Capital as a consultant.


Hargreaves under fire over 'portfolio transfer delay'

15 January 2015 1:00 pm | By Michael Berry

Hargreaves Lansdown took four months to transfer a portfolio to another platform, but is refusing to compensate the client’s adviser for hours spent chasing them up, the adviser claims. 

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Old Mutual Wealth launches adviser-led self service option

15 January 2015 10:02 am | By Sam Brodbeck

Service developed to ease adviser fears of execution-only exodus.


Nucleus appoints client relations director from Transact

14 January 2015 2:03 pm | By Tessa Norman

Adam Baker joins Nucleus after 14 years at Transact. 


Fidelity recruits former TD Direct chief ahead of brokerage launch

14 January 2015 10:15 am | By Andrew Knight

Welch appointment to continue Fidelity drive for UK brokerage exposure.

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