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Wrap/platforms

Wrap/platforms

The key storms advisers must weather in 2013

CLOUDING OVER

clock 22 January 2013 •

Wrap/platforms

Platforms consider FSA complaint over Cofunds re-reg policy

Some of the UK's major platforms are considering writing to the Financial Services Authority (FSA) to complain about Cofunds, arguing the largest fund platform in the country is prohibiting easy re-registration.

clock 18 January 2013 •

Wrap/platforms

Alliance Trust raids Skandia for platform expansion

Alliance Trust Savings (ATS) has boosted its intermediary sales team from one to eight members as part of a push into the advised market.

clock 17 January 2013 •

Wrap/platforms

Platforms: why one size does not fit all

PLATFORMS

clock 17 January 2013 •

Pensions

James Hay extends low-cost SIPP

Wrap and pension provider James Hay has launched additional options on its low-cost self-invested personal pension (SIPP) aimed at mass market clients.

clock 14 January 2013 •

Wrap/platforms

Cofunds extends lead as UK's biggest platform

Cofunds has extended its lead as the UK's largest platform, with assets rising to £45bn, according to the Platforum's latest pricing guide.

clock 11 January 2013 •

Wrap/platforms

Capita adds Zurich to platform comparison tool

Capita has added Zurich's newly-launched platform to its comparison and due diligence service.

clock 10 January 2013 •

Wrap/platforms

Cofunds CGT tool hit by another bug

Cofunds is continuing maintenance on its capital gains tax (CGT) calculator following fresh complaints from advisers.

clock 04 January 2013 •

Investment

OCM Wealth Management launches DFM platform

A wealth manager has launched a platform centred on discretionary fund management that claims to reduce costs for advisers by about 1%.

clock 02 January 2013 •

Wrap/platforms

Axa reduces Architas and Elevate 'loyalty offer'

Axa is to continue to offer its Elevate platform at a discount in order to entice advisers into its Architas fund range, albeit at a reduced rate.

clock 18 December 2012 •
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