Platforms

FCA's Consumer Duty to turn platforms into gatekeepers over value for money assessments

Regulation

FCA's Consumer Duty to turn platforms into gatekeepers over value for money assessments

Requirement to ‘switch off’ funds

clock 27 July 2022 • 2 min read
Andy Bell to step down as AJ Bell CEO in October

Platforms

Andy Bell to step down as AJ Bell CEO in October

Succeeded by Michael Summersgill

clock 17 June 2022 • 1 min read
Transact pre-tax profits up 10% to £33.7m - H1 results

Platforms

Transact pre-tax profits up 10% to £33.7m - H1 results

£53.5bn on platform

clock 26 May 2022 • 1 min read
Five groups control more than half of advised platform assets - the lang cat

Platforms

Five groups control more than half of advised platform assets - the lang cat

'Some way to go' for smaller players

clock 13 April 2022 • 2 min read
Ukraine crisis panel: Investment experts respond to key questions

Investment General

Ukraine crisis panel: Investment experts respond to key questions

Global challenges

clock 10 March 2022 • 1 min read
Entries open for 16th Schroders UK Platform Awards

Platforms

Entries open for 16th Schroders UK Platform Awards

The Schroders UK Platform Awards will take place on 20 September, the organisers have revealed, as entries have opened for the annual awards.

clock 08 March 2022 • 1 min read
Aviva, Transact and True Potential dominate platform net sales in 2021

Platforms

Aviva, Transact and True Potential dominate platform net sales in 2021

All added £5bn+

clock 08 March 2022 • 2 min read
Outsourcing buy lists offers investor benefit but industry unlikely to follow suit

Platforms

Outsourcing buy lists offers investor benefit but industry unlikely to follow suit

ii says 'time to evolve'

clock 07 February 2022 • 6 min read
Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

Platforms

Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

Ferguson to run Octopus-owned Seccl

clock 20 January 2022 • 3 min read
Nucleus and James Hay PE owner looking to sell stake - reports

Platforms

Nucleus and James Hay PE owner looking to sell stake - reports

Bought companies within last three years

clock 07 January 2022 • 2 min read
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