Latest - WRAPS / PLATFORMS

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  June Issue OUT NOW

  3 June 2018

  For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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  FinTech Scotland appoints David Ferguson CEO of Nucleus as first chair

  23 May 2018

  FinTech Scotland has appointed David Ferguson, Nucleus founder and chief executive, as the first chair of its board. The appointment was confirmed this week at the joint Scottish Government and Financial Services Advisory Board (FiSAB) meeting chaired by the First Minister, Nicola Sturgeon and Chair of Scottish Financial Enterprise and CYBG, Jim Pettigrew. Ferguson was...

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  Standard Life unveils development plans for Wrap and Elevate platforms

  14 May 2018

  Standard Life has unveiled new development plans for its Wrap and Elevate platforms, which it says are designed to strengthen and improve the support and end-to-end experience the platforms offer advisers and their clients. Standard Life said the Wrap platform will continue to focus its enhancements on the tailoring and presentation of holistic financial...

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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...

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  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...

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  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...

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  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...

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  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...

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