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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

13:50

Standard Life amends self-service proposition

Non-advised service preferred to self-service setup.

Jul 20, 2015

Axa and Fidelity defend ‘superclean’ conversion stance

Axa Wealth and Fidelity hit back at critics questioning why they do not facilitate superclean re-registration onto rival platforms.

From Pensions| Jul 17, 2015

Pensions and platforms: This week’s five key themes

Advisers also react to compensation scheme fees and figures published in its annual report.

Jul 17, 2015

Standard Life wrap boss labels price cuts unsustainable

Other industry experts agree that price is not everything in the wrap market.

Jul 16, 2015

SEI calls out platforms not offering 7 day re-registration

Wealth platform says rivals need to upgrade technology if they want to keep customers.

From Pensions| Jul 16, 2015

Insurers must follow online banking lead: ABI

Pensions communications need to get simpler for consumers to be fully engaged, says savings policy director.

Analysis & Opinion

InterviewfromDiscretionary Management| Jul 20, 2015

‘I call it the perfect storm that’s happening right now’

Graham Dow, head of wealth manager propositions at Standard Life, tells Ellie Duncan about how the firm ‘came knocking’ for him again years later.

Jul 09, 2015

Standard Life package targets paraplanners

Savings and investment firm has high hopes for new adviser support programme

From Special Report: Investment Trusts - June 2015| Jun 01, 2015

When will we get a level playing field?

The retail distribution review (RDR), which came into effect at the end of 2012, was supposed to usher in a new dawn for investment trusts.

More on Wraps & Platforms
Adviser Guides

Guide to the Sunset Clause

Implementation of the Retail Distribution Review rules on adviser charging and platforms have resulted in new unit classes.

FTAdviser Blog

Elusive pensions dashboard could be within our grasp

Consultancy calls on industry to “quit the centralised monopolistic technology infrastructure that is crippling the industry’s attempts to modernise”.

FTAdviser Blog

Time to retire the pension?

One thing is clear: pensions are at a crossroads.

FTAdviser Blog

Delivering value means industry must keep innovating

Some platforms have spent little time evolving propositions and are ill-equipped to respond to advisers’ changing needs.

Recent Articles
  1. Elusive pensions dashboard could be within our grasp
    FTAdviser BlogonYour Industry| Jul 14, 2015

    Elusive pensions dashboard could be within our grasp

    Consultancy calls on industry to “quit the centralised monopolistic technology infrastructure that is crippling the industry’s attempts to modernise”.

  2. Lang Cat names and shames least competitive platforms
    Jul 13, 2015

    Lang Cat names and shames least competitive platforms

    Platforms singled out respond that not all platforms are the same and cannot be compared just on price.

  3. Zurich doubles platform specialists team for advisers
    From Your Industry| Jul 09, 2015

    Zurich doubles platform specialists team for advisers

    The team, which is based in its Leeds branch, has grown from eight to 17.

  4. Thesis concludes platforming push with Transact deal
    Jul 02, 2015

    Thesis concludes platforming push with Transact deal

    Manager’s model portfolio already available on six adviser wraps.

  5. James Hay poaches Skipton advice arm chairman
    From Your Industry| Jul 02, 2015

    James Hay poaches Skipton advice arm chairman

    New appointment will make the move at the end of this month.

  6. UK equity income sector knocks property off top spot
    Equities| Jul 02, 2015

    UK equity income sector knocks property off top spot

    Woodford’s equity income fund was the most popular in terms of gross sales over May.

  7. Novia to launch offshore platform in August
    Jul 01, 2015

    Novia to launch offshore platform in August

    Around £6.5m is invested in the development of Novia Global.

  8. Novia results reveal £271,000 loss
    From Your Industry| Jun 30, 2015

    Novia results reveal £271,000 loss

    Increased revenue and firm cost control ensures the underlying business remains in line with plan, boss says.

  9. Platforms defend decision to charge Isa exit fees
    Savings & Isas| Jun 26, 2015

    Platforms defend decision to charge Isa exit fees

    Leading Isa providers claim their exit fee methods are fairer than the rest of the market.

  10. Time to retire the pension?
    FTAdviser BlogonPensions| Jun 26, 2015

    Time to retire the pension?

    One thing is clear: pensions are at a crossroads.

More on FTAdviser
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