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Sale rumours swirl adviser platform tech firm

The private equity owners of platform technology firm FNZ are reportedly eyeing a £2bn sale of the company. FNZ powers the Zurich, Standard Life Wrap, Elevate, Embark and Aviva platforms. Quilter is currently replatforming the Old Mutual Wealth platform from DST technology to FNZ. According to Sky News, FNZ’s two private equity backers General Atlantic […]

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VouchedFor: FCA directory could see more ‘bad’ advisers being picked

The proposed FCA directory that will include advisers’ details could see more people finding “bad advisers”, according to adviser review site VouchedFor. A LinkedIn article by VouchedFor chief executive Adam Price says this is because the regulator’s consultation paper pitching the directory suggested little around underlying adviser checks being substantively improved. In the article, Price says: […]

Businesswoman

Why you should not use past performance for decision making

Devising a successful fund selection strategy is not easy and many advisers fall into the trap of using recent past performance data in their decision-making process. Unfortunately, explicit performance screens or implicit ones such as reliance on quartile ranking, crowns or star ratings provide virtually no help in the search for funds that outperform. The […]

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Defined benefit schemes: Part 2

Justin Corliss, business development manager In defined benefit (DB) schemes part 1, we looked at recent guidance aimed at DB scheme trustees and sponsors. In part 2 we will look at guidance available to pension transfer specialists (PTS). In the first instance, PTS should familiarise themselves with COBS 19. All guidance below is designed to […]

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