wrap platforms

Standard Life CEO Paul Matthews said he is excited about the roll-out of the retail distribution review (RDR) next year, as he expects more advisers to use its fee-ready wrap and investment solutions.

Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users.

The Financial Services Authority (FSA) will allow advisers to continue to take trail commission after 2012 on fund switches within life policies set up pre-RDR.

Axa Wealth is launching its direct platform proposition - Axa Self Investor - this summer, which will be backed by a UK-based telephone support team.

JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.

Platforms are yet to make the national press but, when they do, threesixty's Phil Young fears it'll likley be due to another sorry tale of behind-the-scenes money exchange between manufacturer and adviser...

Friends Life has launched an online workplace savings platform.

Charles Stanley has appointed product aggregator All My Plans (AMP) to assist in the launch of a direct-to-consumer (D2C) platform later this year.

Aegon has appointed Martin Coyle, previously business development director at Axa Wealth, as head of platform sales as the insurer gears up to launch its workplace proposition in the first half of the year.

The FSA will release a platform consultation paper within the next couple of months setting out draft rules on rebates and regulations for execution-only platforms, after Deloitte completed its research into the sector.