Date set for Aberdeen UK Platform Awards

Professional Adviser | 17 Apr 2014 | 14:59

Organisers of the Aberdeen UK Platform Awards have set a date for this year's ceremony, and will soon be inviting firms to enter the adviser categories.

HM Revenue and Customs

HMRC issues new rebate tax guidance after raft of enquiries

HM Revenue and Customs (HMRC) has issued fresh guidance on its decision to tax unit rebates after receiving a number of queries from fund groups and platforms.

Professional Adviser | 17 Apr 2014 | 07:52

Hargreaves in talks over Woodford as assets pass £45bn

Hargreaves Lansdown has said Neil Woodford's new fund management venture could provide a further boost to its business after it reported record net inflows of £1.83bn for the first quarter.

Professional Adviser | 16 Apr 2014 | 07:37

Other Wrap/platforms articles

Charles Stanley warns rising costs to 'hit profits by 10%’

Charles Stanley’s pre-tax profits are likely to fall 10% short of market expectations due to rising costs, the wealth manager has warned.

Professional Adviser | 16 Apr 2014 | 07:34

Mark Polson: Why it's time for platforms to start sweating the small stuff

The future for platforms - and everything else in this sector actually - is all in the detail, writes platforms expert Mark Polson...

Professional Adviser | 11 Apr 2014 | 15:57

Nucleus’ Huddart on the preferential fund price ‘smokescreen’

The results of our annual Nucleus census were recently unveiled and, as always, provided a real insight into how advisers view issues in today’s market.

Professional Adviser | 07 Apr 2014 | 11:47
clock striking twelve with pound sign

The end of fund bias? Welcome to the new world for platforms

New rules governing how platforms are paid were introduced on 6 April (a Sunday, somewhat peculiarly). So, what does the new world look like?

Professional Adviser | 06 Apr 2014 | 22:57

Axa Elevate cuts platform charges for high net worth clients

Axa Elevate has cut charges on portfolios valued at £1m or more for new and existing customers.

IFAonline | 04 Apr 2014 | 11:51

Platforum founder Holly Mackay to take sabbatical

Holly Mackay, the founder and MD of platform advice, research and events business The Platforum, is to take a sabbatical later this year, Investment Week can reveal.

IFAonline | 03 Apr 2014 | 16:02

Super clean and others: What drove different approaches to passing on cheaper costs?

Standard Life has completed its first round of negotiations with fund managers, revealing a difference of opinions when it comes to the best approach in delivering fund discounts. Henry Brennan finds out more...

IFAonline | 03 Apr 2014 | 13:03

Independence: Have you got it right on platforms?

As the FCA refocuses its attention on the requirements of independent advice, Rebecca Jones reveals how to select an adequate platform strategy for your business...

Professional Adviser | 03 Apr 2014 | 08:00

Hargreaves' Gorham: We will not scrap exit fees until FCA tightens transfer rules

Hargreaves chief executive Ian Gorham speaks to Nick Paler about why the platform is standing firm on exit fees, its legal battle with HMRC, and the grey area between execution-only offerings and advice.

IFAonline | 02 Apr 2014 | 15:51

'Game changing' - the lang cat's view on Aegon price caps

Aegon's decision to introduce price caps on the Retirement Choices wrap and the One Retirement SIPP is "potentially game changing", according to platform consultancy the lang cat.

IFAonline | 02 Apr 2014 | 12:34
clock striking twelve with pound sign

Aegon: Pricing cap will be industry standard by 2024

Pricing caps on assets under management in the advised platform market will be industry standard within the next ten years, according to Aegon investment director Nick Dixon.

IFAonline | 02 Apr 2014 | 11:49

Aegon caps charges for ARC and One Retirement customers

Aegon is to simplify the charging structures for the One Retirement SIPP and the Aegon Retirement Choices (ARC) wrap, benefiting clients with larger asset pots.

IFAonline | 02 Apr 2014 | 11:34

Cofunds profits fall as L&G splashes cash after 'years of under-investment'

Cofunds' pre-tax profits for 2013 have fallen 16% after a rise in assets under administration was offset by L&G's attempt to reverse 'years of under-investment'.

IFAonline | 01 Apr 2014 | 13:21

AJ Bell reveals clean share class objectives

AJ Bell is aiming to start converting existing fund holdings on the platform to the clean share class equivalents in the final quarter of the year.

IFAonline | 01 Apr 2014 | 07:10

Tech review: Mark Polson reviews Nucleus's social media experiment Speakeasy

Mark Polson, founder of the lang cat, reviews technological things for Professional Adviser. Here, he runs the rule on Nucleus Financial's latest crack at social media...

IFAonline | 28 Mar 2014 | 23:49

Stephen Lansdown offloads £200m Hargreaves stake

Stephen Lansdown has sold off another significant stake in Hargreaves Lansdown, the business he co-founded.

IFAonline | 27 Mar 2014 | 07:13
People in a contract negotiation

Henderson: Why we will not offer super clean share classes

Henderson Global Investors has scrapped plans for the creation of preferential share classes in order to offer intermediaries a "level playing field".

IFAonline | 26 Mar 2014 | 08:19


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