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Platforum head of intermediary research Miranda Seath
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Platform focus: Will Parmenion’s bionic approach pay dividends?

Bristol-based platform Parmenion characterises itself as a technology and investment solutions business. Indeed, the platform’s technology was a key driver behind its acquisition by Aberdeen Asset Management, which was completed in January. In this week’s profile, we assess the implications of that acquisition for Parmenion’s future strategy and its plans to stay true to late […]

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The forgotten: FCA exposes how closed-book firms have preyed on clients

The FCA’s explosive review into how firms treat investors in antiquated products has exposed the failure of the treating customers fairly regime and could spark a fresh wave of compensation claims. The regulator’s long-awaited report into the life and pension sector’s closed-book businesses reveals the full extent of firms’ exploitation of long-standing customers. Running in […]

Stephen Gazard SBG MD 700
3

Sesame Bankhall to launch new directly authorised service

Sesame Bankhall is to launch a new service for directly authorised advice firms joining the group, Money Marketing can reveal. Bankhall Pathway will go live in the coming weeks and will work in partnership with Distribution Technology on investments and professional indemnity broker Howden. It will also use Intelliflo’s business management system Intelligent Office. In […]

5

Which Budget levers can Osborne pull after pension tax rethink?

Chancellor George Osborne’s decision to ditch a radical overhaul of pension taxation at the Budget could see him pursue alternative “nuclear” reform options to raise cash, experts warn. Since July, the Treasury has been consulting on a move to either a flat rate of tax relief or a more dramatic change to tax pension contributions […]

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