Platforms – In Advisers Own Words

Every quarter, as part of the Adviser Platform Guide, Platforum takes the temperature on what advisers really think of platforms. A number of issues have been getting advisers’ goats but there are some gold stars in areas where platforms are getting it right (or in...

Platforum’s view on Aegon’s acquisition of Cofunds

Aegon’s acquisition of Cofunds would create a combined entity with £87.7 billion in assets under administration (AUA). If we include the assets from the BlackRock acquisition, AUA stands at circa £97.9 billion. Taking into account retail assets only, the combined...

Zurich platform review

This week we take a look at Zurich’s intermediary platform proposition, which the Swiss insurer launched in 2013. The platform has a mix of workplace and advised assets on it, with 89 per cent sitting in the pension wrapper. Read the full article on MoneyMarketing...

Are platforms ready for action on retirement?

Yesterday I went for coffee with a senior contact from the asset management arm of a major pension provider. It’s always interesting to chat to a fellow pensions geek but I was really struck by one comment that he made. In his view, pensions are really just an...