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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Jul 22, 2014

Platform View: Playing the field

Savers are looking outside their pension plans when it comes to funding their retirement.

Jul 15, 2014

Platform View: Changing with the times

The platform market will continue to adapt and evolve to meet investors’ needs.

Jul 14, 2014

Cofunds insists it is not competing with IFAs

“We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.

Property| Jul 11, 2014

Skandia sees spike in property fund sales

The second quarter net sales data from the Skandia Investment Solutions platform reinforces the market wide spike in property fund sales.

Jul 10, 2014

Zurich prices had been out of step with rivals

Platforms suggest Zurich’s new pricing structure is now in harmony with the rest of the market.

Jul 10, 2014

Aviva to launch execution-only platform in 2015

The new platform will include support and guidance for consumers, and will also be available to advisers.

Analysis & Opinion
Can you be independent if you use one platform?

10:30

Can you be independent if you use one platform?

We ask advisers if it is possible to be classified as truly independent if you only use the one platform.

Mix and match

From Special Report: Platforms - July 2014| Jul 17, 2014

Mix and match

The steady rise of direct to consumer platforms has been mainly attributed to the effects of the retail distribution review.

When margins are fat

From Special Report: Platforms - July 2014| Jul 17, 2014

When margins are fat

Tell, me, does the advent of super clean fund share prices mean that so-called clean prices are, in fact, slightly soiled?

Raising the bar higher

From Special Report: Platforms - July 2014| Jul 17, 2014

Raising the bar higher

The FCA has started to express concern over the fact that disclosure is not working as well as expected.

More on Wraps & Platforms
Special Reports

Platforms - July 2014

RDR has forced platforms to move to unbundled charging, so cosy behind-closed-doors deals will no longer exist.

FTAdviser Blog

Adviser Rant: Platforms’ ‘smoke and mirrors’

My take is that some platforms are content to do the bare minimum allowed by the regulator.

Growth in Exchange-Traded Funds - April 2014

Passive investing is nothing new, and exchange traded products (ETPs) are just one part of the asset class – but they are certainly a growing part.

FTAdviser Blog

Will inducement paper really stymie adviser education?

Week in Brief: More ‘unintended consequences’ caused by regualtory action and Aegon puts its money where your mouse is.

Special Reports

Platforms - April 2014

Most platforms are making money – and Budget reforms mean the market is set for further growth.

Recent Articles
  1. Platforms - July 2014
    From Our Publications| Jul 17, 2014

    Platforms - July 2014

    RDR has forced platforms to move to unbundled charging, so cosy behind-closed-doors deals will no longer exist.

  2. Zurich cuts platform fees following Budget changes
    Jul 10, 2014

    Zurich cuts platform fees following Budget changes

    A customer with less than £50,000 invested will benefit from a reduction of almost a quarter of their ongoing platform cost.

  3. Platform View: Finance on the go
    Jul 08, 2014

    Platform View: Finance on the go

    Why it’s time to abandon the paper chase and embrace mobile technology

  4. Calls grow to add Paifs to platforms
    Property| Jul 07, 2014

    Calls grow to add Paifs to platforms

    ‘Feeder funds’ listed on platforms do not provide investors with the tax advantages of Paifs.

  5. From Special Report: Mid-Year Review - July 2014| Jul 07, 2014

    Small players will survive – bigger is not always better

    Smaller platforms can move faster, offer a wider range of investment vehicles and adapt to the market more efficiently.

  6. Should we be worried about the industry’s puppet masters?
    John LappinonYour Industry| Jul 07, 2014

    Should we be worried about the industry’s puppet masters?

    Only 150 gatekeepers control funds in the UK, but this isn’t necessarily bad news

  7. Cofunds offers bespoke pricing on L&G Multi-Index funds
    Multi-Asset Funds| Jul 01, 2014

    Cofunds offers bespoke pricing on L&G Multi-Index funds

    Platform will get a discount on Multi-Index fund range run by parent company.

  8. Industry View: Advisers need to embrace ‘big data’
    Jul 01, 2014

    Industry View: Advisers need to embrace ‘big data’

    Advisers need to copy Google if they want to stay relevant to the next generation of savers.

  9. Platform View: Who’s ready for ‘guidance’?
    Jul 01, 2014

    Platform View: Who’s ready for ‘guidance’?

    After the furore over ‘advice’ or ‘guidance’ on retirement, will anyone actually be ready for it?

  10. Property leads way with retail sales of £491m
    Property| Jul 01, 2014

    Property leads way with retail sales of £491m

    The IMA reports fund net retail sales were £1.9bn in May, close to the £2bn average of the last 12 months.

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