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The Platforum appoints Emma Napier as head of adviser relations

The Platforum has appointed Emma Napier as head of adviser relations.

Napier has formerly worked with Origen and most recently as Regent IFA Services chief operations officer.

The Platforum managing director Holly Mackay says: “We have been seeing a dramatic increase in the number of advisers talking to us about how they pick a  platform, how they embed that platform into their business and how this fits into the bigger picture of getting RDR-ready.”


How yield delivers

A strategy of buying the higher-yielding 50 of the 100 biggest stocks crushes buying the lower-yielding 50

Perspective secures £10.6m funding for acquisitions

Perspective Financial has received a multi million pound boost to its ‘buy and build’ strategy after raising £10.6m. Mosaic Private Equity has invested £7.1m in the IFA group with a further Lloyds Banking Group providing a further acquisition facility totalling £3.5m. Perspective Financial has acquired 20 businesses since it was established in April 2008 and […]

Phoenix Life reveal aggressive acquisition strategy

Phoenix says it is pursuing an aggressive acquisition strategy and predicts a number of companies running closed funds will look to offload their books. The firm’s results for 2010 show an £81m drop in pre-tax operating profits, from £469m to £388m. However, the firm says its 2009 figures were inflated due to longevity assumptions which, […]

Balls says sorry for Labour’s bank errors

Labour Shadow Chancellor Ed Balls has apologised for his failings and those of the Labour party in the run-up to the financial crash, saying they should have been more stringent in regulating the banks. In his Budget response broadcast, Balls dismissed Conservative claims that the deficit is down to wasteful spending by Labour, instead blaming […]


Guide: how to change your auto-enrolment support

As we approach the two-year milestone of auto-enrolment, employers have had the opportunity to truly assess the capabilities of their chosen support. They are also now realising that getting to the staging date was the easy part, and that support is required for almost every aspect of the day to day running of their scheme. With the three-year re-enrolment window coinciding for many with the total removal of commission and Active Member Discounts from pension-related products and services, as well as the introduction of the pension charge cap in April 2015, many employers will have no choice but to review their support options. But, what is involved in transitioning your auto-enrolment scheme away from your current support options? This guide from Johnson Fleming aims to outline some of these key areas and provide information and discussion points on what you need to consider.


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