Wrap/platforms

Wrap/platforms

Why advisers ignore platform culture at their peril

Five things advisers should be thinking about

clock 13 April 2016 • 3 min read

Income

Aegon off-loads two-thirds of annuity book to Rothesay Life

Rest of back book still up for sale

clock 11 April 2016 • 1 min read

Wrap/platforms

2016 UK Platform Awards to recognise 'Platform of the Decade'

One-off award celebrates event's 10th year

clock 23 March 2016 • 2 min read

Wrap/platforms

Advisers warned on provider due diligence 'spin'

Firm published list of questions to be asked

clock 22 March 2016 • 3 min read

Regulation

Platform and process due diligence: What does the FCA want to see?

Due diligence review was published in February

clock 22 March 2016 • 3 min read

Wrap/platforms

Sunset clause: Don't forget about the 'Dickensian' orphans

Charles Dickens meets the sunset clause

clock 22 March 2016 • 4 min read

Wrap/platforms

OMW re-platforming delay to cause 'adviser problems', consultant warns

No access to most modern technology

clock 11 March 2016 • 4 min read

Charging

Smoke and mirrors: Seven charging transparency fails

Charges are unclear in many areas, advisers say

clock 08 March 2016 • 5 min read

Adviser tips

Why engaging with younger clients makes sense now

Tips for advisers on working with younger people

clock 02 March 2016 • 3 min read

Wrap/platforms

Due diligence review: Big things come in small packages

The FCA's latest due diligence paper was unusually succinct

clock 01 March 2016 • 4 min read