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Technology and AI cited as a serious threats to paraplanners

Nucleus to 'actively manage' cash on platforms

Nucleus will be changing the way it pays interest on cash held on the James Hay and Nucleus platforms in a bid to provide a “clear and fair” approach, Money Marketing understands.

James-hay
Nathan-fryer
Alex-kovach
Money-marketing
Interactive-investor
Richard-rowney
Simon-kucher

Platforms must step up amid slow in-specie transfer times

Platforms have been urged to step up their game on in-specie pension transfers to make platform switching easier and quicker for investors.

Nathan-fryer
Financial-conduct-authority
Ben-cocks
Money-marketing
Pensions-regulator

Platforms should be doing due diligence on advisers

Platforms have been urged to do due diligence on advisers and IFA firms before buying them. Langcat principal Mark Polson made the call at the monthly Langcat Homegames yesterday (6 April).

Verona-kenny
Mark-polson
Andy-bell
Nathan-fryer
Lang-cat-homegames
Plan-works

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