Suarez, selfies and CIPs: A year in review

        Professional Adviser | 18 Dec 2014 | 12:38

        There was more to 2014 in financial services than pensions freedom, wasn't there? David Thompson looks back on a busy year, and whether the flurry of changes worked.


        TISA Exchange lauds progress as two-minute transfers reported

        TISA Exchange, the ‘contract club’ launched almost two years ago to facilitate the electronic transfer of assets between platforms, has reported on its "incredible" progress, pointing out transfers that previously took up to three months have on occasion completed within two minutes.

        Professional Adviser | 16 Dec 2014 | 09:44

        Aegon to launch guaranteed drawdown product on retirement platform

        Provider Aegon is to launch a drawdown product with combined access to unit-linked guarantees to capitalise on pension freedoms.

        Professional Adviser | 10 Dec 2014 | 12:07

    Other Technology articles


      Model portfolios deter advisers from investment trusts – Ascentric

      Ascentric’s managing director, Hugo Thorman, has argued advisers’ use of model portfolios is hindering the popularity of investment trusts.

      Professional Adviser | 10 Dec 2014 | 10:57

      Under pressure: Will platforms struggle to cope with pension freedom?

      One provider has sounded alarm bells on a platform ‘capacity crunch’ in the wake of pension freedoms. Jenna Towler finds out how platforms plan to keep up with drawdown demand

      Retirement Planner | 09 Dec 2014 | 09:56
      Photo of Nick Hungerford of Nutmeg

      Hornbuckle teams up with Nutmeg on personal pension

      Self-invested personal pension (SIPP) provider Hornbuckle has teamed up with online investment manager Nutmeg to administer a new range of personal pensions.

      Professional Adviser | 08 Dec 2014 | 13:13

      Aviva platform chief targets £10bn AUA by end-2015

      Tim Orton, chief executive of Aviva's platform business, is aiming to double assets under administration (AUA) to £10bn by the end of 2015.

      Professional Adviser | 08 Dec 2014 | 13:07

      Advisers can discover commission switch-off events with new tool

      A tool allowing advisers to discover when providers will switch commission payments off on pre-Retail Distribution Review (RDR) business has been launched.

      Professional Adviser | 08 Dec 2014 | 07:31

      The rules of the game: Clean share class conversions explained

      Aileen Lynch shares her insight on how different parts of the industry will be affected by FCA's clean share class conversion final guidance...

      Professional Adviser | 05 Dec 2014 | 08:33

      The bottom line: Revealing platforms' profitability (and why it matters)

      Abraham Okusanya, author of an eye-opening new report on platform profitability, examines propositions' future viability and explains why advisers must incorporate it into their due diligence...

      Professional Adviser | 04 Dec 2014 | 12:44

      From the editor: Is it important that platforms turn a profit?

      It's easy to misinterpret profit and loss, particularly if one looks only at the headline figures. To the untrained investor, understanding the financials is simple: profit or surplus means ‘good' or ‘buy'; loss or deficit means ‘bad' or ‘sell'.

      Professional Adviser | 04 Dec 2014 | 12:08

      True Potential to launch 15-strong fund range

      Financial services group True Potential is to enter the fund management market with the launch of its own 15-strong fund range, a senior partner has said.

      Professional Adviser | 03 Dec 2014 | 10:17
      London skyscrapers with sun descending and building lights on

      Transact bidders withdraw; CEO Taylor commits future

      The private equity firms eyeing wrap provider Transact have withdrawn their approaches, Professional Adviser's sister title Investment Week understands.

      Professional Adviser | 01 Dec 2014 | 10:55
      clock striking twelve with pound sign

      Axa Elevate blames ‘systems error' for income payments delay

      Axa Elevate has said a ‘systems error' is causing delays in income payments to hundreds of clients on the platform.

      Professional Adviser | 01 Dec 2014 | 10:49

      Advisers' investment processes: A video debate

      As Aviva launches its latest adviser guide, Delivering your investment process, the provider gathered key industry players to discuss the key issues.

      Professional Adviser | 01 Dec 2014 | 07:00 | video

      Connecting the regulatory dots: Working with the FCA just got easier

      Aileen Lynch looks at the revamped FCA Connect application and notification system

      Professional Adviser | 28 Nov 2014 | 15:01

      Axa Wealth to scrap platform drawdown and pension charges

      Axa Wealth is to drop charges associated with drawdown and its Pension Investment Account on its Elevate platform.

      Professional Adviser | 26 Nov 2014 | 11:30

      Simplified advice: How simple should your new model be?

      Thinking of building a simplified advice proposition? Here's what to look out for to minimise the risks to both you and your clients, writes Neil Walkling...

      Professional Adviser | 26 Nov 2014 | 09:55

      Santander in D2C push after advice re-entry

      Santander is planning to set up a direct to consumer (D2C) investment platform months after confirming it is re-entering the investment advice space.

      Professional Adviser | 24 Nov 2014 | 12:01


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