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Technology

Wrap/platforms

Ascentric extends tax wrapper offering

Ascentric has extended its choice of tax wrappers with the addition of Sanlam's Transfer Pension Portfolio (TPP), a self invested Section 32.

clock 08 July 2011 •

Wrap/platforms

Nucleus nears profitability after strong Q2

Nucleus saw nearly £400m of new business in the second quarter of 2011 as the IFA-owned wrap nears sustained profitability.

clock 07 July 2011 •

Wrap/platforms

FundsNetwork revamps website

FundsNetwork has launched a new website home page on the back of adviser feedback.

clock 07 July 2011 •

Technology

Tech review: Dynamic Planner

Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.

clock 07 July 2011 •

Wrap/platforms

Advisers pan platform service levels

Platforms are falling short on service levels despite this being one of the main reasons advisers switch between providers, research suggests.

clock 07 July 2011 •

Wrap/platforms

Elevate adds Evercore model portfolios

Axa Elevate has partnered with Evercore Pan-Asset Capital Management and Collins Stewart Wealth Management to add a further range of discretionary portfolios to its offering.

clock 06 July 2011 •

Wrap/platforms

AJ Bell announces launch date for revamped Sippcentre

AJ Bell has announced a launch date for its upgraded Sippcentre platform, which will include a low cost investment ISA and dealing account.

clock 04 July 2011 •

Wrap/platforms

Capita set to launch 'on and off' platform comparison service

Capita Financial Software is developing an ‘on and off' platform comparison service as part of its Synaptic Comparator tool.

clock 30 June 2011 •

Wrap/platforms

Skandia platform sees 2011 sales hit £2.5bn

Skandia UK has announced gross sales via Skandia Investment Solutions (SIS) have reached £2.5bn this year with the platform now accounting for nearly 80% of the group's sales.

clock 30 June 2011 •

Investment

Tech review: A closer look at Selectapension

Mark Loosmore of AT8 Group looks at pension transfer offerings from Selectapension, including a specific QROPS analyis tool.

clock 30 June 2011 •
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