March 2019


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  • SIPP/SSAS provider Talbot and Muir adds online functionality

    23 April 2018

    SIPP and SSAS specialist Talbot and Muir has unveiled a suite of website upgrades to provide advisers with better functionality. These include improved online applications, including expanded data entry and validation; additional data feeds from fund managers; video guides to assist with online applications; updated technical content; improved navigation and additional due diligence information...

  • Standard Life Wrap awarded A rating by AKG

    16 April 2018

    Standard Life has been awarded the first A rating for the financial strength of its Wrap platform by ratings and consultancy group AKG. The rating was based on a detailed assessment of publically available information as well as face-to-face meetings and additional confidential market material. In addition to rating its financial strength, AKG also...

  • 5 minutes with… Glen Sweet, Transact

    11 April 2018

    Glen Sweet, head of sales, Transact will be presenting at selected Technical Insight Seminars this year, focussing on choice and use of platforms and in particular, determining long term suitability of the various platform choices, for the benefit of the client. Here we asked him to describe the support Transact provides to paraplanners. Platform...

  • AIC launches platform comparison tool

    4 April 2018

    The Association of Investment Companies (AIC) has launched a new tool on its website, allowing users to research and compare platforms. Based on research by platform consultancy the lang cat, the new tool will enable users to research the availability of investment companies on platforms, as well as the costs of holding and transacting...

  • Standard Life platform offers two-way integration with back-office

    20 March 2018

    Standard Life has launched the next phase of two-way integration on its wrap platform with the delivery of Intelliflo’s business management system, Intelligent Office. Mike Hogg, head of proposition for Standard Life, said that with over a quarter of its wrap partners using Intelliflo, the collaboration is a “great next step” in delivering a...

  • 7IM marks 5 years of the 7IMagine app

    12 March 2018

    Jamie Evans, Business Development Manager, Seven Investment Management celebrates the launch of the 7IMagine app, factfind, cashflow tool, risk discussion tool – free to download and use with clients.  A long time ago in a galaxy far far away…Okay, so it was only five years ago – although it feels a lot further in the...

  • Platforms still under-serving advice sector, says Defaqto

    26 February 2018

    Financial information business Defaqto said platforms are still falling short when it comes to servicing financial advisers, despite a rise in the number of advisers using platforms.  Defaqto reported a 45% rise in the number of advisers putting all their business on platforms in the last year to 16%, while 91% of advisers put...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...