View more on these topics

RSM Tenon chooses Cofunds and Standard Life as preferred platforms

RSM Tenon has selected Cofunds as the preferred platform for its online advice proposition and Standard Life Wrap for its full financial planning service.

The national IFA signed a deal for SEI to power its discretionary service in December 2009 and that deal remains in place.

RSM says the three platforms will be suitable for the majority of clients but it will look outside of those platforms where appropriate.

The firm currently has just over 60 private client advisers and around 15 employee benefits advisers.

RSM Tenon head of wealth management John Porteous (pictured) says: “We have spent significant time on due diligence and studying which platforms are suitable for our different client offerings. We are focused on the client proposition with these platforms underpinning that.”

Standard Life industry relationship director Don Wild says: “We are pleased to be chosen to support the RSM Tenon proposition and know the firm has worked hard over the last few months to ensure it has carried out sufficient due diligence to come up with the appropriate solution for its clients.”


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