Wraps & Platforms

Technical news for Financial Advisers and Paraplanners - FundsNetwork's tax and pension technical materials

To help your discussions with clients at this time of year, our range of client-facing guides explain the more complicated aspects of pensions and allowances, in simple terms more...

Retirement News for Financial Advisers and Paraplanners - Aviva: When it comes to drawdown is your tech acting as friend or foe?

The lang cat’s research made it clear – giving your clients what they want is paramount, but every client is different. We’re offering flexible solutions on our platform to help fulfil all requirements and make life easier for you too. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Illuminate learn – your online learning portal

Illuminate learn was launched as part of our illuminate hub in 2016. We partnered with Redmill Advance to launch an online learning portal. The portal allows people to choose from a range of courses, from personal development or studying for diploma or chartered level exams. The content is created by real world practitioners and is designed to suit the busy lives of our adviser community. The courses are regularly updated, competitively priced and CPD accredited. Each course is broken down into manageable chunks allowing for complete flexibility and making the learning process much more efficient. more...

Platform news for Financial Advisers and Paraplanners - Aegon: What every DFM wants from a platform

As DFMs become a more prevalent and important part of platform offerings, providers and advisers need to make sure they ask their chosen DFMs what they want from a platform. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: October is Cybersecurity Awareness Month

What’s your firm’s cybersecurity strategy? How do you assess the security of your platform partners? Would you know how to spot a phishing attack? more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Be illuminated

We’ve been running our successful illuminate proposition since 2015. It’s an online hub designed to help advisers build and share knowledge in areas that are vital to the successful development of their business. It’s designed to complement illuminate live events that we held across the country each year. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Is your firm ready for the SM&CR?

The senior managers and certification regime (SM&CR) is due to come in to force for all solo-regulated firms on 9 December. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Adviser firms looking to the future – results from the Nucleus Census

The Nucleus Census is our annual temperature check of our platform users, tracking how they and their businesses progress from year to year. Although focused on users of the Nucleus platform, the census always gives useful insight into the challenges and opportunities faced by the industry as a whole. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Take a closer look at due diligence

Due diligence requirements continue to mature and evolve for advice firms, especially as we see regulation increase in the form of Mifid II, Prod rules and the FCA’s Investment platform market study. more...

Platform News for Financial Advisers and Paraplanners - FundsNetwork: The 12 security-related questions firms should be asking their platform partner

FundsNetwork have created a checklist to help your due diligence around keeping your clients' data and assets safe. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What does the future hold for the advised platform space?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - What scores are coming through on the service offered by FundsNetwork?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - Defaqto: Platforms see increased volume of business despite dropping satisfaction levels

With numerous different platform providers offering similar products, service is now one of the key differentiators for advisers when choosing a partner. In our platform service survey we asked financial advisers about their views on the service they receive from platform providers. more...

Platform news for Financial Advisers & Paraplanners - Which way is pricing heading in the future?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Demystifying the technical aspect of pensions

With incessant industry change from a regulatory, legislative and technical perspective, FundsNetwork offers advisory firms comprehensive support including client-facing guides. Topics covered include carry forward, income drawdown, the annual allowance and much more more...

Pension news for Financial Advisers & Paraplanners - Defaqto: Master trusts have to shape up

Over 1m employers and 10m employees are now using workplace pension schemes. Opportunities for advisers have been created by the new standards for master trusts and the triennial re-declarations of compliance every employer must complete. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What criteria is used to rate platforms?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What is the importance of price?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What chance is there of a platform being selected when not towards the top of a charge comparison?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: What chance is there of a platform being selected when not towards the top of a charge comparison?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: How are advisers reacting to the changing platform market?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Are there any signs that advisers think the platform market is going to settle down?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform news for Financial Advisers & Paraplanners - FundsNetwork: Is the level of choice fuelling advisers to switch platforms?

Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market. more...

Platform update for Financial Advisers and Paraplanners - Standard Life: Innovative products and platforms offer competitive advantages for advisers

Steve Owen, Head of Elevate Platform Proposition at Standard Life, discusses how more competitively priced funds, investment solutions and platforms can help advisers combat downward pressure on investment returns and focus on total cost. more...

Platform News for Financial Advisers & Paraplanners - Standard Life: Choosing a platform isn't a once in a lifetime decision

Steve Owen, Head of Elevate Platform Propositions at Standard Life discusses what really matters when coming to a decision on what platform is right for advisers and their clients. more...

Platform News for Financal Advisers and Paraplanners - Aegon: Key adviser takeaways from FCA’s platform market study

While the final report gave the platform market a clean bill of health, we take an in-depth look at the key points for advisers. more...

Technical update for Financial Advisers and Paraplanners - Defaqto: Platform service review 2019

The results of our annual platform service review are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers. more...

Retirement news for Financial Advisers & Paraplanners - Aegon: Consolidating your clients' assets into one place

Using our Aegon Retirement choices (ARC) platform could be the right move for you and your clients. more...

Tax update for Financial Advisers and Paraplanners - FundsNetwork: Tax tables 2018/19

Find all the tax rates and thresholds you need in FundsNetwork's 2018/19 tax tables. Also included are the Scottish income tax rates. more...

Learning & Development for Financial Advisers and Paraplanners - FundsNetwork: Top pension topics for your CII exam revision

With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. T more...

Platform news for Financial Advisers and Paraplanners - Aviva Platform upgrade: important dates and information

Platform availability and trading restrictions As you know, we’re upgrading the Aviva Platform to give you and your clients the best experience possible. The upgrade will take place on the 22 January 2018. more...

investment update for Financial Adviser and Paraplanners - FundsNetwork: Multi asset investments continue to lead sales but defensive assets rise in popularity

The Mixed Investment 40-85% Shares sector continued to cling on to the top spot in the sector sales chart in March. However, there was strong demand for investments within the Short Term Money Market and UK Money Market sectors, which climbed to second and fourth place respectively, the latest FundsNetworkTM data has revealed. more...

Investment news for Financial Advisers and Paraplanners - James Hay February Masterclasses - last chance

Register today for the James Hay regional Masterclasses which start next week, running throughout February at eight locations across the UK. more...

Pension and Tax news for Financial Advisers and Paraplanners - James Hay: Proposed changes to the Money Purchase Annual Allowance

Don’t wait around for changes in pension tax relief, understand changes to the MPAA before they happen. more...

Partner Masterclass for Financial Advsiers and Paraplanners - James Hay February Masterclasses – Register Now

James Hay is holding its next series of Technical Masterclasses throughout February. These are small, regional events, which focus on technical issues that could affect your clients this year. more...

Pension News for Financial Advisers and Paraplanners - New FundsNetwork pension technical videos

FundsNetwork has extended their series to cover six more topics including calculating the cash equivalent transfer value, Pension Commencement Lump Sum (PCLS) and transitional protection, and understanding a Transfer Value Analysis System (TVAS). These are a great source of information if you want to top up your technical knowledge or if you’re taking CII exams. more...

Partner announcement for Financial Advisers and Paraplanners - Architas launches discounted share classes on Standard Life wrap

Architas, the AXA owned multi-manager, has now launched its discounted (‘superclean’) share classes on the Standard Life Wrap platform. These share classes were previously only available on the Elevate wrap but have been extended to the platform following Standard Life’s purchase of the Elevate business from AXA. more...

Investment news for Financial Advisers and Paraplanners - Multi asset investments lead the way in October, FundsNetwork reveals

The Mixed Investment 40-85% Shares sector topped the sales chart in October, the latest FundsNetworkTM data has revealed. more...

Autumn statement comment for Financial Advisers and Paraplanners - James Hay Partnership: Autumn Statement

Philip Hammond’s first Autumn Statement contained little in the way of headline grabbing news. However, there were a few throw away lines that may have serious implications for you and your clients. This Tech Talk picks up on some of these proposed changes and when more details become available, we will produce further Tech Talks. more...

Autumn statement comment for Financial Advisers and Paraplanners - FundsNetwork: Autumn Statement

Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork, provides his views on tax and personal allowances as a result of yesterday’s Autumn Statement. more...

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