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Latest - WRAPS / PLATFORMS

  • Nucleus signs to the Women in Finance Charter

    15 November 2017

    Wrap platform Nucleus has signed up to the Women in Finance Charter as part of its effort to promote diversity in the workplace. The charter, introduced by HM Treasury to create a more balanced and fair financial services industry, sets out three principles to improve gender balance; committing firms to support the progress of...

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  • Platform looks to ‘disrupt’ market with low cost route for adviser firms to mass affluent

    7 November 2017

    Embark Group has launched a new lost-cost open architecture platform, designed to help close the advice gap. Embark said the platform would “materially disrupt the current platform market”, delivering a cost-effective service to mass affluent consumers with between £25,000 and £150,000 to invest. Users of the platform will have access to over 4,000 mutual...

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  • Multi-pot capability across wrappers: Giving clients control and composure

    31 October 2017

    “What are your plans for retirement?” This simple question leads very quickly into a complexity of choice and risk, the landscape in which financial advisers operate, as they solve problems for their clients, says Patrick Ingram, Retirement Specialist at Parmenion. Let us take the everyday situation of a couple approaching their 65th birthdays. They...

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  • Standard Life responds to Elevate users’ feedback

    4 October 2017

    Standard Life has simplified its adviser platform Elevate, a year after acquiring it from Axa. Standard Life said the improvements were focused on increasing platform efficiency, ease of use and delivering client value, and came as a direct result of feedback from Elevate users and adviser research carried out following its acquisition. The key...

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  • New industry body launched to ‘revolutionise’ data movement and automation processes

    26 July 2017

    Criterion, an independent, not-for-profit industry body for Standards and Governance has been launched to take forward and expand upon the existing work undertaken over the past 25 years by Origo in the UK’s long-term savings, investment and protection markets. Caroline Mansley has been named as managing director and said that keeping the consumer front-of-mind...

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  • Platforms due diligence: The big question that needs asking

    24 July 2017

    While the level of information that is being asked for by adviser firms in their due diligence processes over the past two to three years has been improving all the time, says Alastair Wilson, head of Retail Platform Strategy at Zurich, “the one question that we still find is missing and which I think...

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  • Switching multi-member SIPPs

    19 July 2017

    Nigel Bennett, sales and marketing director at InvestAcc, talks about the increasing number of established professional firms who are reviewing their pension arrangements, switching to new SIPPs and transferring commercial property from legacy plans. Recently, there has been a pronounced spike in enquiries for multi-member SIPP arrangements, where a review of their existing scheme...

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  • FCA highlights three key areas for Platform Market Study

    18 July 2017

    The Financial Conduct Authority (FCA) has published the Terms of Reference for its Investment Platforms Market Study, which sets out the scope and topics that will be covered. The Regulator said the increased use of platforms by consumers and financial advisers to access retail investment products and to manage investments had seen a rise...

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