Wrap/platforms

Ascentric has introduced an inclusive platform charge as it moves to give advisers more charging options for their clients.

Maximising retirees' tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich's Alistair Wilson has said.

Ascentric managing director Hugo Thorman is to leave the firm this summer following Royal London's buyout of the platform's minority shareholding in the business.

Cheap as (soggy) chips: Assessing the superclean paradox

Advisers could lose thousands of pounds in probate fees as platform funds are being converted to clean share classes, which don't support ongoing trail payments upon client death.

Transact has stated its intention to float following its failure to secure a buyer last year.

Suarez, selfies and CIPs: A year in review

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...

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

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