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Latest - WRAPS / PLATFORMS

  • YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

    1 July 2020

    CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF: Inside our biggest issue yet you’ll find: All the winners from our 2020 AWARD The Paraplanner Awards Winners of the six Paraplanner awards including interviews The Provider Awards The companies nominated by you as the best in their category Paraplanner profile...

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  • lang cat Platform Analyser adds AKG ratings

    14 June 2020

    The lang cat Platform Analyser now includes AKG ratings as part of the due diligence tool for advisers. AKG assesses financial services companies, producing capital adequacy and platform ratings, among others. Its ratings provide an independent assessment of a company’s financial strength at an operational level. See Professional Paraplanner’s Research Focus: AKG. Within the...

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  • Royal London to sell Ascentric to M&G

    27 May 2020

    Royal London has announced the sale of its platform business, Ascentric, to M&G, subject to regulatory approval. The sale of the wrap and wealth management platform  follows the completion of Ascentric’s re-platforming in 2019 and the conclusion of a comprehensive strategic review led by Royal London chief executive, Barry O’Dwyer. Ascentric has assets under...

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  • Zurich investment platform becomes Advance by Embark

    1 May 2020

    Embark Group has completed its acquisition of part of Zurich’s wealth business, including the Zurich platform. The investment platform will now go under the name Advance by Embark. Commenting on the acquisition, Mike Morrow, Wealth & Platform director of the Openwork network, said it was retaining Advance by Embark as its primary wealth platform,...

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  • Platform satisfaction increase

    23 April 2020

    Adviser platform satisfaction increased in 2019, with the number of advisers using platforms to place the majority of their pension and investment business on the rise. According to Defaqto’s latest platform service review, all but two categories reported increased satisfaction levels or remained the same as the previous year. Only technical assistance and platform...

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  • AKG updates on industry’s capability to weather current storm

    1 April 2020

    Insurers are well positioned to weather the recent turbulence in the financial markets, according to ratings and assessment firm AKG.  The group said the rules and structures imposed by Solvency II and equivalent regimes in offshore jurisdictions would offer greater protection, and said the medium to longer term outlook for the sector was “relatively...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    26 March 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • TEST YOUR KNOWLEDGE QUESTIONS

    26 March 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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