by Miranda Seath | 01 February 2016 | Archive
The combination of Friends Life’s workplace savings book and Aviva’s consumer brand strength has the makings of a dominant force in the sector. We estimate that Aviva Friends Life has £45bn in workplace savings AUM, making it the largest player in the sector by asset...
by Miranda Seath | 14 January 2016 | Archive
James Hay’s ‘Modular iPlan’ – the SIPP provider’s platform proposition – had a strong 2015. This looks set to continue in 2016, with James Hay betting on attracting assets into its on-platform discretionary fund management proposition....
by Miranda Seath | 16 December 2015 | Archive
Fidelity FundsNetwork had a busy 2015: completing the conversion to clean shares, pushing ahead with re-platforming to Bravura’s Sonata solution and introducing a wider range of third-party investment products. We look ahead to where the platform is investing...
by Miranda Seath | 04 December 2015 | Archive
Cofunds found itself in choppy waters in Q2 2015, following rumours of a sale. Significant institutional outflows stunted net sales as a result but, as we approached the end of 2015, there were signs that the platform had steadied its ship. Uncertainties over...
by Miranda Seath | 20 November 2015 | Archive
After a tough 2014, Axa Wealth’s Elevate appears to have turned a corner. It is receiving investment, gathering assets at pace and seeing strong flows into pension wrappers. This is in spite of uncertainty over its future ownership. The platform’s gross and net sales...