Transact is top but jury out on Skandia / Selestia - IFAs

clock •

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 ...

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 Technology

Compliant by design: Why assurance transcends compliance...

Compliant by design: Why assurance transcends compliance...

... and belongs embedded within the advice process

Brian Wagner
clock 29 September 2026 • 4 min read
Forget calendar-bound catch ups - AI has turned advice into an ongoing conversation

Forget calendar-bound catch ups - AI has turned advice into an ongoing conversation

'AI means good conversations with clients no longer wait for a scheduled moment to happen'

Alan Crook
clock 28 September 2026 • 3 min read
Nick Eatock: Is this the end of the annual review as we know it?

Nick Eatock: Is this the end of the annual review as we know it?

Value comes from continuity of service

Nick Eatock
clock 25 September 2026 • 3 min read