Home truths of re-platforming

Inside the Aegon/Cofunds project

Tom Ellis
clock • 4 min read

Re-platforming is a hugely difficult task but Aegon seems to be finding it easier than most. Tom Ellis spoke to Ray Tubman, whose firm is involved in Aegon's Cofunds re-platforming project, to find out why

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 ...

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

Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read