Every year, the lang cat publishes the State of the Platform Nation report – our annual deep dive into platforms in the UK. The 2023/24 report is the 12th edition and reviews the previous year and sets out what we think the future holds for platforms. 2023 will go down as one of the toughest
Category Archives: Platforms
02
Apr
Apr
AJ Bell has made changes to its charging structure including a new tier and scrapping certain SIPP-related charges, and Analyser has been updated to reflect this.
07
Dec
Dec
The new platform from fund group Marlborough is now available to research and assess in Analyser.
01
Dec
Dec
Nucleus has made changes to its standard pricing with effect from 1 December 2023, and Analyser has been updated to reflect this.
20
Nov
Nov
When the Transact – BlackRock MPS launched over a year ago, it marked a couple of ‘firsts’.
20
Nov
Nov
We often say that no two advice firms are the same, and that’s definitely the case when it comes to reviewing your platforms. We carried out a straw poll recently to gauge how often advice professionals refresh their platform due diligence. Respondents had the option of either quarterly, half yearly, yearly or ‘we don’t, once
01
Aug
Aug
Embark becomes Scottish Widows and Analyser has been updated to reflect this change
28
Jul
Jul
Wealthtime platform has now rebranded to Wealthtime Select. The move is part of a wider rebranding exercise which will see Novia rebrand to Wealthtime later this year. Wealthtime Select and Novia are both owned by private equity firm AnaCap. The ownership structure remains the same, with Wealthtime Select and Novia continuing to operate as separate
24
Jul
Jul
Join Terry Huddart and Chris Bredin as they show how you can compare platform functionality in a matter of minutes. This is especially useful if you need to export the results into a spreadsheet to share with colleagues or include in reports. Experience it for yourself and start your 14 day free trial.
03
Jul
Jul
You might remember that Novia introduced a new charging structure this year. The first phase was rolled out in January and applied to firms with over £10m in assets on the platform. This saw the number of standard charging tiers go from five to three, with the charge for the lower tiers going from a starting
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