Home truths of re-platforming

Aegon made one of the personal finance sector's biggest deals of 2016 when it paid Legal & General a whopping £140m for Cofunds, the UK's largest platform. A year or so on, just how smoothly is the insurance giant's project to combine Cofunds with its own Aegon Retirement Choices (ARC) proposition going? Ray Tubman, whose firm FinoComp is deeply involved in this process, is the ideal person to ask. To understand the experience he has in this arena, you just have to glimpse Tubman's CV. He established his first wealth management technology business in the late 1980s. In 2007, this became ...