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wrap platforms

uncategorised

Axa adds Barnett Waddingam SIPP to Elevate

Axa has added Barnett Waddingham's SIPP to its Elevate platform.

clock 22 July 2011 •

Wrap/platforms

Zurich to challenge major platforms with Q4 launch

Zurich set out its ambition to challenge the UK's major retail platforms after revealing its long-awaited proposition will come to market in Q4 this year.

clock 22 July 2011 •

Wrap/platforms

AJ Bell announces launch date for revamped Sippcentre

AJ Bell has announced a launch date for its upgraded Sippcentre platform, which will include a low cost investment ISA and dealing account.

clock 04 July 2011 •

Wrap/platforms

Capita set to launch 'on and off' platform comparison service

Capita Financial Software is developing an ‘on and off' platform comparison service as part of its Synaptic Comparator tool.

clock 30 June 2011 •

Investment

ABI: FSA legacy policy 'fundamentally' changes RDR

The ABI has voiced its concern over the lack of clarity surrounding legacy rules and said the regulator's latest stance marks a "fundamental" change to the Retail Distribution Review (RDR).

clock 29 June 2011 •

RDR

Fears mount for products hit by 'legacy' commission rules

Industry stakeholders are locked in talks in a bid to reach consensus over what constitutes legacy assets as they prepare for life after 2012.

clock 24 June 2011 •

Wrap/platforms

Cash rebate ban 'done deal' as FSA draws up final rules

The FSA has already decided final rules governing platforms ahead of publication of its policy paper in July and will "not budge" on the proposal to ban cash rebates.

clock 21 June 2011 •

Wrap/platforms

The top six areas to consider when selecting a platform

Advisers need to consider the "hugely significant issue" of service standards when undertaking what can be an arduous platform due diligence process, according to Defaqto.

clock 20 June 2011 •

Wrap/platforms

John Moore reappointed Nucleus advisory board chair

Nucleus members have re-appointed John Moore as chairman of its IFA advisory board.

clock 13 June 2011 •

Wrap/platforms

Aviva says platforms face "hell of a job" getting RDR ready

Aviva said it is waiting with "bated breath" for publication of the platform policy paper - something it says could have a "fundamental impact" on how players operate.

clock 09 June 2011 •
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