Taking the fight to the platform big boys…


WED, 16 APR 2014

The recent slew of stories on platform re-pricing did two things. One, it highlighted that there was a bit of fat there in the first place. And two, it showed that as an industry we do a fair bit of crowing without much foundation.

When we launched Modular iPlan last month we also went out with a pricing structure which we believe will shake up the top end of the platform market.

Available to both advisers and direct clients, our proposition offers one of the widest investment ranges of any platform from cash and funds all the way through to third party DFMs, unquoted shares and commercial property.

Our sophisticated platform solution is now available at market leading rates and offers access to SIPP, ISA and GIA wrappers and the Investment Centre (our funds platform offering clean and bundled funds), from 0.18% for cases above £195,000, gradually reducing for any asset above £500,000 to 0.15% and for assets above £1m to 0.05%.

In short, we’re taking the fight to the platform big boys with a proposition that, frankly, puts most other platforms to shame. With the Modular iPlan you get a fair and flexible way of accessing an extensive range of investments where clients only pay for what they use, when they use it. Couple that with the fact that access to the Investment Centre for cases above £195,000 is from just 0.18% and it puts the crowing about cutting prices from other platforms into context.