Transact has the best UK platform proposition but the jury is still out on the newly merged Skandia/Selestia offering, according to a new adviser survey.
The CWC Research and BNP Paribas survey of 75 adviser firms with over £1bn turnover shows Transact is the overall highest rated platform, ahead of competitors Standard Life and Cofunds. Clive Waller, CWC Research senior partner, says the adviser-owned Nucleus proposition is also achieving very high ratings, albeit on a small sample, while the “jury is out” on Skandia/Selestia (Selestia Investment Solutions). Transact topped four of the six categories - rating highest in admin capability, scope, the re-registration process and access to staff. Standard Life was voted best in the other are...
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