Tag Archives: Update

Quick update

Please be aware that when using the Research Centre, you’ll notice a change to the Morningstar OBSR research ratings for the funds from the A, AA and AAA to a new Gold, Silver and Bronze classification system.

OBSR’s previous ratings scale of AAA, AA and A directly maps to the new positive ratings of Gold, Silver and Bronze and are based on Morningstar OBSR’s convictions in a fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term.

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Help is at hand this tax year end

Moira was right, tax doesn’t have to be taxing, but it can severely try your patience when trying to engage clients in tax year end investment conversations with confidence in equities as low as it is at the moment – it must be like nailing jelly to a wall. So in response to your comments and suggestions we’ve produced a brand new Tax Year End web page.

It contains the ISA Support Kit, showing you how to create professional, tailored mailings to your clients, encouraging them to make full use of their ISA limits this year and next.

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Using the postal service this Christmas

With Christmas fast approaching, we just wanted to give you a seasonal reminder of the deadlines for those with app forms and/or documentation which need to be sent before Christmas.

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Update: Calling the contact centre

We’re currently experiencing technical difficulties which are affecting calls to our Contact Centre. However dealing and other online services are unaffected.

We’re working to resolve this as quickly as possible and are sorry for any inconvenience this may cause.

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Your views on a clear and transparent pricing strategy

Platform pricing has had something of a grand appearance in the media, and indeed on the blogs, over the last few weeks and so here’s an overview of what we’re up to and what to watch out for.

For 10 years, we’ve operated a simple bundled pricing model where the cost of our platform services are automatically met out of the charges on the funds we host.

But 2012 will see the introduction of a new pricing model for advised business
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