May 2019


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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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • AJ Bell calls on FCA to build new framework for point of sale information

    11 July 2017

    Information given to clients is complex, confusing and not fit for purpose, says the platform AJ Bell has written to Christopher Woolard, director of strategy and competition at the FCA, calling for the regulator to address what it describes as “the increasingly complex point of sale disclosure regime which is no longer fit for...

  • Ascentric expands DFM options with addition of Clear Capital Management

    11 July 2017

    Ascentric has added Clear Capital Management LLP’s model portfolios as a new Discretionary Fund Management (DFM) service on the platform. Ascentric said the move was part of its commitment to offer advisers the broadest range of products to meet their clients’ often complex needs. The four model portfolios include: Absolute Return Fixed Weight Portfolios,...