View more on these topics

Pointon York platform to support Sipp wrapper

Pointon York is setting up a technology platform to support its Sipp wrapper and will sell it into the IFA market as a white-labelled solution.

The platform is set to be launched at the end of the first quarter next year and will enable IFAs to see all of their clients’ Sipp holdings in a consolidated format.

The platform will also have a dealing account and underlying fund supermarket, which is being built with Investia.

IFAs can rebrand the platform with their own corporate identity and it will carry no Pointon York branding.

Share dealing will also be offered alongside the fund supermarket and the latter will offer a near whole-of-market choice of funds.

Pointon York managing director Christine Hallett says the group is also targeting public companies, particularly FTSE 100 firms, with share-option schemes, promoting the benefits of having shares paid into a Sipp where they will attract tax relief.

She says the market will open up further from April 2006 when share options can be paid into either occupational or personal pensions.

Hallett says: “The technology platform will enable IFAs to see a whole view of their clients portfolios and manage the Sipp from one account.”


Review of 2004: Fund managers

The year has seen the usual moves among fund managers, with one of the highest-profile movers being Clive Beagles, who quit as manager of the Newton higher-income fund in March to join JO Hambro Capital Management’s new UK equity income fund.

Millfield expects significant proportion to multi-tie

Millfield says it expects a significant proportion of its 1800 advisers to opt for multi-tie.It also believes that the proposition will be extremely attractive to other advisers in the industry.Millfield advisers will have the option of staying as IFAs, becoming multi-tie advisers, or taking a dual authorisation approach of multi-tie, with a whole of market […]

Chelsea Building Society – Five Year Fixed Rate

Type: Fixed-rate mortgageFixed term: Until February 28, 2010Fixed rate:5.29%Minimum loan: 25,000Maximum loan: Up to 95% of valuation subject to a maximum of 1mIncome multiples: Up to 95% of valuation – up to 3.5 times principal income plus second or 2.75 times joint, up to 90% of valuation – up to 90% of valuation – up […]

Europe: why persist with value today?

By Rob Burnett, Neptune’s Head of European Equities The Neptune European Opportunities Fund remains committed to a value bias. We see a broadening array of opportunities in diversified industries at compelling valuations today. The most complicated part of the market is the European banks. We are currently overweight in this sub-sector as many banks are […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm