Alliance Trust completes 4,000 Close ISA/PEP transfers
ALLIANCE Trust Savings has successfully transferred the administration of over 4,200 Close Investments Limited (Close) ISAs, PEPs and share plan wrappers to its open architecture investment platform.
Close investors will now benefit from the greater versatility of Alliance Trust's industry-leading investment service that allows them to choose from more than 3,000 investments, as well as to trade online,...
More on Technology
'Kill your darlings' and embrace tech to serve lower value clients, advisers told
Speaking at PA360
PA360: Advisers must ask providers for the 'tech they want'
'Advice will be delivered in new exciting ways' - Iress
Schroders UK Platform Awards 2018 - Two adviser categories
Win free places at the awards
Terry Huddart: Full STP on platforms is a matter of when, not if
Straight-through processing
Aviva platform crashes as re-platforming bugs continue
Three months on
More news
PA360: Advisers must ask providers for the 'tech they want'
'Advice will be delivered in new exciting ways' - Iress
Kate Elliot: Combatting wage inequality and insecure work
Engagement and influence
Adviser noticeboard: Post-it note size stuff for IFAs
Our weekly heads-up for advisers
Dan Brocklebank: Behave yourself
Beware ‘investor behaviour penalty’