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UK investment platforms commit to improving transfers


By Jack Gray

Some of the largest investment platforms in the UK have signed up to The Platforms Association’s Transfers Charter, committing to improve the speed, efficiency and transparency of investment transfers


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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FCA publishes guidance on new crypto regime

The Financial Conduct Authority (FCA) has published guidance on how the laws underpinning the UK’s cryptoasset regime will apply to firms

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Advisers see ‘alignment of client interests’ as biggest advantage for boutique asset managers

Financial advisers view the alignment of interests with clients and employee ownership as the greatest advantage for boutique asset managers, a study by Censuswide for Nedgroup Investments has found

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Tufton becomes investment manager of CQS Natural Resources Growth and Income PLC

Tufton Investment Management has become the investment manager of CQS Natural Resources Growth and Income PLC, which has been renamed City Natural Resources Growth and Income PLC

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HNW investors reviewing wealth plans amid rising tax concerns

High net worth (HNW) investors are increasingly reviewing how they structure, protect, and pass on wealth as uncertainty around potential tax reforms in the upcoming Budget grows, according to Rathbones

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Evelyn Partners expands MPS availability with onshore bond wrappers launch

Evelyn Partners has expanded the availability of its model portfolio service (MPS), with its Core and Index ranges now accessible through onshore bond wrappers across several adviser platforms

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The Lang Cat’s Analyser adds STAR transfer data and accreditation

The Lang Cat’s due diligence and research tool for advice professionals, Analyser, has added STAR transfer participation and accreditation data to strengthen adviser due diligence

Neuberger launches on Wealth Club

The Neuberger Global Private Equity Access Fund has been added to Wealth Club’s Private Markets Investment Platform

AI models giving incorrect financial advice over half the time

Artificial intelligence (AI) models are giving out incorrect financial advice 57 per cent of the time, research from fintech Saturn has shown
Investment platforms’ operational resilience ‘maturing’ as focus turns to complex dependencies

The UK investment platform industry’s operational resilience is maturing, as firms move past baseline regulatory compliance towards developing a greater understanding of how they will perform under stress, according to a report from The Platforms Association

St. James’s Place adds three appointed representatives to its partnership

St. James’s Place (SJP) has announced the addition of three financial services professionals to its partnership as appointed representatives to build their own advice businesses

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