March 2018


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  • Technology has helped industry ‘tell the truth’, says Nucleus’ Ferguson

    25 February 2018

    Nucleus CEO David Ferguson says when reviewing the impact of technology on financial services, the focus should be upon how it has transformed transparency, rather than the way it has altered the interaction between customers and companies. Addressing advisers at Nucleus’ annual conference, ‘Disruption 2018’, Ferguson said talking about “mobile, apps and uberisation misses...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Intelliflo and Brookland Computer launch GDPR toolkit

    21 February 2018

    Intelliflo has joined forces with Brookland Computer Services to create a GDPR toolkit, designed to help advisers and paraplanners meet the requirements of the new regulation. The toolkit provides a detailed overview of all aspects of GDPR, which will come into force on 25 May 2018, and offers advice and checklists to guide adviser...

  • Hands off our pension freedoms, say consumers

    15 February 2018

    Pension savers do not want the government to curb pension freedoms, according to new research by Aegon.  In response to the Work and Pensions Select Committee hinting at recommendations to restrict the pension freedoms, 72% of people said they believe the freedoms help the transition into retirement. Only one in four said they would...

  • Pensions Dashboard can deliver significant benefits ‘if we lay firm foundations’, says new Origo MD

    14 February 2018

    Pensions Dashboard is an exciting prospect for UK financial services and FinTech providers like Origo, that are able to deliver the technology to make Dashboard happen and to help develop it further in the years to come. But the industry first has to lay the firm foundations on which to build the service, says...

  • Regulatory changes to annuity quote requirements

    13 February 2018

    ATEB Consulting director Steve Bailey looks at recent changes required by the FCA when providing annuity quotes to clients – effective from 1 March 2018. The FCA has been carrying out a series of reviews and enhancements to the annuity market that started in 2014 with the thematic review of annuities. The review work...

  • Online directory offers free listing for 2018

    12 February 2018

    AdviserBook, the online directory for advisory firms, is offering a listing free of charge throughout 2018, as founder Ray Adams looks to develop a community of “engaged advisers” and help prevent the public being duped by scammers posing as advisers. Adams, director of Newport-based Niche IFA, founded the service in 2017. AdviserBook describes itself...

  • Paperwork… tell me honestly, do we actually need it all?

    6 February 2018

    Richard Philbin, chief investment officer, Wellian Investment Solutions, says he understands the need for compliance and appreciates the role of his compliance officer but he bemoans the mountain of paperwork under which the financial services industry suffers.  My daily commute consists of a short walk to the local train station, a 25 minute train...