June 2018
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Latest - WRAPS / PLATFORMS

  • Platforms – it’s not just about price

    12 June 2017

    With the FCA’s value for money review pending for the industry, it’s easy to question whether platforms are broken and in need of fixing. But while platforms may not be perfect, let’s not take them for granted, says Alastair Wilson, head of retail platform strategy at Zurich UK Life. You only need to glance...

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  • Blame game over transparency is not constructive

    4 June 2017

    FCA focus on transparency is good for platforms and DFMs alike, says Lawrence Cook, Director of Marketing and Business Development at Thesis Asset Management April’s announcement by the Financial Conduct Authority (FCA) that it plans to study the UK platform market to investigate competition sparked lively debate within the investment community. However, this discussion revealed...

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  • Due Diligence Hub launched by AJ Bell

    15 May 2017

    AJ Bell has launched an online Due Diligence Hub that outlines the key areas adviser firms should focus on when selecting the right investment platform for their clients’ needs. The new Due Diligence Hub has been set up to help firms research and conduct due diligence, uses a slightly tongue-in-cheek approach but offers a variety of views on what robust due...

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  • Transact integrates with Voyant cashflow modelling tool  

    11 May 2017

    Transact has now integrated with Voyant software. The platform is also intergrated to CashCalc, Prestwood’s Truth and Paraplanning Online ppolCALCS. These integrations mean paraplanners and advisers are able to use information about their clients’ Transact Portfolios in their chosen cash flow modelling software.  This helps minimise duplication of data entry and to ensure that client plans...

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  • DYNAMIC PLANNER provides white-LABEL SOLUTION TO THE UK ADVICE GAP

    1 March 2017

    Dynamic Planner has launched AccessAdvice, a white-labelled, online advice application for financial advice firms.  The service enables firms to deliver their own personalised, regulated ISA advice from across the whole of market online. Commenting on the launch of the service, Ben Goss Dynamic Planner CEO, said: “According to the FAMR, a 2016 survey showed...

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  • Novia Financial launches free Pension Transfer Value Analysis System

    15 February 2017

    Novia Financial has launched its own Transfer Value Analysis System (TVAS service) which is free to use for adviser firms on the platform making transfers to the Novia SIPP. The service provides a way of comparing the pension benefits under defined benefits schemes (the ceding scheme) to the Novia SIPP. Built in-house by Novia, it...

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  • Defaqto service ratings 2017 show providers are improving

    7 February 2017

    Defaqto’s research among 15,000 financial advisers about their views on the service they receive from over 200 providers covering DFMs, platforms, pension and bond providers, and protection insurers, shows a marked improvement in service year on year. Under Defaqto’s service ratings service, product providers are rated Bronze, Silver or Gold based on their overall...

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  • Transact integrates with Prestwood and reduces charges

    13 October 2016

    Transact has announced the integration with Prestwood’s Truth cashflow modelling software. This follows Transacts integration with CashCalc announced in August 2016. Prestwood said the integration allows Truth users to use information about their clients’ Transact portfolios in the cashflow modelling software. The service is available to users of both Truth and Prestwood Professional. Managing...

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