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Overview
Technical resources
Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change Keeping your business safe
Technical matters
Technical matters
Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change Keeping your business safe
More support
Model portfolio and DFM services for advisory firms
With the increased use of model portfolios and Discretionary Fund Management (DFM) services, we are continually improving the services we provide for advisory firms. Here we explain the following:
- Model portfolios
- Rebalancing portfolios
- Using model portfolios from DFMs
- What your chosen DFM can do with our service
- DFMs available
Model portfolios
You can:
- Use cash options within portfolios
- Use model portfolios with our Quote and Transact service for ISAs, Investment Accounts and our Pension
- Produce a detailed set of reports, supporting control and audit functions
Rebalancing your portfolios
Our rebalancing tool can be used on multiple or individual client accounts once they are assigned to a portfolio.
This allows you to easily adjust portfolios online to react to market volatility or to meet clients' changing needs and goals.
Using model portfolios from DFMs
Our Discretionary Fund Management (DFM) service lets you use defined models from DFMs on ISAs, Investment Accounts and our Pension. We do not charge for the use of this service, however the DFM might.
New enhancements
- To increase efficiencies and reduce administration, we now offer split fees to advisers and DFMs
- With recent industry changes to DFM fees, we can now allow fees to be set up with or without VAT
- DFMs can opt into a service to deliver a quarterly client portfolio statement which also allows them to add their own commentary
- DFMs can now opt into a service that automatically notifies clients of a 10% depreciation in the value of their account(s) managed by the DFM in a reporting period (calendar quarter)
Our service also allows you to:
- Link directly with DFMs to access and use their models
- Generate x-ray reports and download fund disclosure for DFM models
- Invest straight into a model for new business or to realign existing clients
- Single or bulk rebalance clients’ accounts yourself to align to DFM models
- Align other account attributes, such as regular savings plans and regular withdrawal plans
What your chosen DFM can do with our service:
- Create and manage model portfolios
- Publish models to chosen advisory firms
- Bulk rebalance clients’ accounts and align other account attributes, such as regular savings plans and regular withdrawal plans
DFMs available
|
DFM |
Contact | Contact information |
|---|---|---|
| 7IM | Business Account Management Team | E: bams@7im.co.uk T: 0203 823 8829 |
| 8AM Global LLP | Ash Weston | E: ash.weston@8amglobal.com T: +44 (0) 1424 777600 |
| Albemarle Street Partners | Chris Holdoway | E: chris.holdoway@aspim.co.uk T: 020 3951 7361 |
| Albert E Sharp | James Crocker | E: mps@albertesharp.com T: 01789 404000 |
| Alpha Beta Partners Ltd |
Andrew Thompson |
E: at@alphabetapartners.co.uk T: 0208 0590250 or 07968934127 |
| Apollo Multi Asset Management LLP | Ian Willings | E: kim.scudamore@apollomam.co.uk T: 01225 873324 |
| Artless Wealth | Amir Anbouche | E: amir.anbouche@artlesswealth.com T: 01379 777 762 or M: 07548 342 563 |
| Betafolio Limited | Ed Carey | E: info@betafolio.co.uk T: +441268 912 610 |
| Binary Capital | N/A | E: sam.boughton@binarycapital.co.uk T: +44 (0)203 943 5084 |
| Blackfinch | N/A | E: enquiries@blackfinch.com T: 01452 717 070 |
| Bordier & Cie (UK) Plc | N/A |
E: sales@bordieruk.com |
| Bowmore | N/A | E: jws@bowmoream.com T: 0203 617 9206 |
| Brewin Dolphin Limited | Intermediary Sales Support Team | E: SalesSupport@brewin.co.uk T: 0203 201 3520 |
| Brooks Macdonald Asset Management Limited | Gary Stirrup | E: Gary.Stirrup@brooksmacdonald.com |
|
Crossing Point Investment Management Limited |
Carl Hagger |
E: carl.hagger@crossingpoint.co.uk |
| EBI Portfolios Ltd | N/A | E: enquiries@ebip.co.uk T: 01922 472226 |
| EQ Investors | Damien Lardoux | E: positive@eqinvestors.co.uk T: 0207 488 7181 |
| FE Investments | N/A | E: enquiries@fefundinfo.com |
| Fundamental Asset Management Ltd | Derek McLay | E: dmclay@fundamentalasset.com T: 01923 713 895 |
| Fundhouse Bespoke Limited | Chris Proudfoot | E: info@fundhouse.co.uk T: 01737 233979 |
| Fusion Asset Management | James Mitchell |
E: james.mitchell@fusionam.com |
| Hawksmoor Investment Management Ltd | Gary Martin | E: gary.martin@hawksmoorim.co.uk T: 0203 9484 925 |
| HSBC Asset Management | Fay Hendon | E: fay.hendon@hsbc.com T: +44 (0) 20 3359 6750 |
| IBOSS Asset Management Ltd | Kevin Morrison | E: kevin@ibossltd.co.uk T: 07891 814345 |
| Investec Wealth & Investment | Claire Campion | MPSonPlatforms@investecwin.co.uk 020 7597 1723 |
| James Hambro & Partners LLP | Robert Williams Paul Cherry |
T: +44 (0) 7469 148 467 E: RWilliams@jameshambro.com T: +44 (0) 7408 867 447 E: PCherry@jameshambro.com |
| King & Shaxson | Craig Hart | E: ethical@kasl.co.uk T: +44 (0)20 7426 5960 |
| LGT Vestra | N/A |
E: advisersolutions@lgt.com |
| MAIA Asset Management Ltd | Sophie Taylor | E: sophie@maia-am.co.uk T: 07586 347454 |
| Morningstar Investment Management Europe Ltd | Martin Coyle | T: +44 (0)20 3107 2968 direct E: martin.coyle@morningstar.com |
| Oakham Wealth Management Ltd | Richard Morrison | E: richard.morrison@oakhamwealth.com T: 020 3405 2600 |
| OCM Asset Management | Georgina Stone | E: georgina@ocmassetmanagement.co.uk T: 01604 621467 |
| P1 Investment Management | Jonathan Richards | E: Jonathanrichards@p1-im.co.uk T: 07496 362296 |
| PK Wealth Limited | Simeon Downes | E: sim.downes@pkgroup.co.uk T: 0203 8485365 |
| PortfolioMetrix Asset Management Ltd | Dave Chessell | E: dave.chessell@portfoliometrix.co.uk T: 0203 2860876 or 07850 307670 |
| Psigma Investment Management | Lee McDowell | E: Lee.McDowell@psigma.com T: 020 3327 5430 |
| Puma Investments | Karen Sullivan | E: Karen.Sullivan@pumainvestments.co.uk T 020 7468 7955 or 0771 409 7709 |
| Redmayne Bentley | Nick Williams | E: nick.williams@redmayne.co.uk T: Contact Number: 01642 711 020 |
| Rivers Capital Management | Najib El-Rayyes Richard Bonnor-Moris |
E: rbm@riverscm.com or ner@riverscm.com T: 020 3383 0181 or 020 3383 0184 |
| RSMR Portfolio Services | Jon Lycett | E: Jon.Lycett@rsmr.co.uk T: 07715 024378 |
| Sanlam | Sales Support | E: salessupport@sanlam.co.uk T: 0117 975 2093 |
| Sarasin & Partners LLP | Caroline Bond | E: uksales@sarasin.co.uk T: 020 7038 7037 |
| Sparrows | Raymond Backreedy Jason Wong |
E: raymond.backreedy@sparrowscapital.com |
| Square Mile Investment Consulting and Research Ltd | Steve Kenny | T: 0208 830 8056 or M: 07703 642286 |
| Tatton Investment Management | Justine Randall | E: enquiries@tattonim.com T: 0207 139 1470 |
| Thorntons Investments | David Holmes | E: dholmes@thorntons-investments.co.uk T: 01382 797600 |
| Tilney Investment Management | Lucy Minton | E: lucy.minton@tilney.co.uk T: 0121 227 6338 or 07972 931212 |
| Vertem Asset Management | James Flintoft | E: jamesf@vertem.co.uk T: 0191 341 0282 |
| Vintage Asset Management | Edward Hands | E: edward@vintageassetmanagement.co.uk T: 020 7989 3110 |
| Voyager Asset Management | Josh Grootenhuis | E: josh.grootenhuis@voyageram.co.uk T: 0800 160 1608 |
| Walker Crips | Wesley Coultas | E: Model.portfolio@wcgplc.co.uk T: 01904 544326 |
| Waverton Investment Management Ltd | Mark Barrington | T: 07525 965351 or 0207 4842058 |
| WM Capital Management | Nick Welsh | E: nick@wmcapitalmanagement.com T: 0208 1879208 |