Platforms
Building society transfers financial planning service to UK pension firm
With employees directly supporting the service also being transferred
UK platform market set for consolidation
Door is ‘well and truly open for larger players to potentially acquire distressed platforms at knockdown prices’
Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
Embark Group launches Scottish Widows platform for advisers
As part of Lloyds Banking Group’s £150m investment
Alternatives | 31 Jul 23
Copia Capital Management launches retirement portfolios
They will be available across 17 platforms