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MMTV: The Platforum grills Standard Life on fund discounts

The Platforum managing director Holly Mackay grills Standard Life head of platform propositions David Tiller after the provider announced its fund discount plans earlier this week.



L&G eyes expansion of D2C platform

Legal and General has held talks with Cofunds to explore expanding its D2C platform offering. L&G is keen to expand its existing D2C bancassurance platform, Investor Portfolio Services.  Cofunds was acquired by L&G last year. The insurer previously held a 25 per cent stake in the platform. The platform provider’s technology is already white-labelled by […]


‘8% commission is irrelevant’: How Santander investment advisers failed customers

Santander investment advisers told customers that commission of almost 8 per cent was “irrelevant” and classed investors who said they “did not want anything risky” as high risk, an FCA investigation has found. The FCA has fined Santander £12.4m after finding “significant deficiencies” in the bank’s suitability processes, communications and training of advisers following a […]


Discounted fund deals create re-reg dilemma

Platforms are adopting different approaches when it comes to re-registering away from preferential fund deals, raising concerns about whether platforms are creating unnecessary obstacles for clients that want to leave. The FCA has recently raised concerns that platforms are still falling short of expectations on efficient re-reg of assets. Meanwhile advisers have told Money Marketing the […]

Allianz Technology Trust – April 2017

Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]


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