Tech review: Mark Polson tucks into Money on Toast

TECH REVIEW

clock

Money on Toast, as well as many other things, offers consumers automated advice. Mark Polson takes a bite (and kinda likes it)…

One consequence of the accessibility of new technology and the pressures of the Retail Distribution Review is that some advisers are coming up with new propositions to serve new customers in new ways. Such a one is CPN Investment Management from Chichester, which has graciously submitted its Money On Toast service for the traditional probing. Money On Toast is a fascinating hybrid of a lot of different trends in the industry right now. It offers an execution-only, direct-to-customer trading platform. It tries to interest customers requiring advice in new forms of taking that advice...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Poor platform service 'significantly' affects 54% of advisers

Poor platform service 'significantly' affects 54% of advisers

Exclusive: Down from 80% the previous year

Jenna Brown
clock 02 December 2025 • 2 min read
Mark Sanderson: Getting to the point of platforms

Mark Sanderson: Getting to the point of platforms

'Platforms are there to serve investors'

Mark Sanderson
clock 28 November 2025 • 4 min read
How is tech changing platform asset migration?

How is tech changing platform asset migration?

'Every transfer should be compliant, transparent, and in the client's best interest'

Tom Mullaly
clock 17 November 2025 • 4 min read