February 2018
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Latest - TECHNOLOGY

  • Dynamic Planner redesigns risk profiler for MiFID II

    3 February 2018

    Dynamic Planner has redesigned its risk profiling process in an effort to help financial planners address Mifid II requirements regarding suitability. The new process, launched at Dynamic Planner’s annual conference, includes a 15-question psychometric attitude to risk questionnaire based on research conducted in close conjunction with academics from the International Capital Market Association Centre...

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  • SimplyBiz launches new financial planning system

    24 January 2018

    SimplyBiz has launched an end-to-end financial planning system, which will bring all its existing planning tools into one integrated system. The new system, Centra, which aims to provide a “one stop shop” for advisers supporting every step of the advice process, will be free to SimplyBiz members via a staged roll-out. The system has...

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  • GDPR: Adviser firms must make staff training a priority

    17 January 2018

    Training staff about the new GDPR rules ahead of its implementation date on 25 May 2018 should be a top priority to ensure firms mitigate the risks of expensive data breach claims, according to a GDPR industry working party set up by Intelliflo. Rob Walton, chief operating officer at Intelliflo (pictured), who chairs the...

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  • New standards body set to help industry deal with evolving market  

    16 January 2018

    Criterion, the newly formed industry body, has appointed four non-executive directors to the board, as it looks to help the industry deal with changes arising from the ongoing impact of the pensions freedoms, fintech innovation and implementation of the ambitions of government and the regulator. The body is focussed on the development of sustainable...

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  • Origo Options community looks to publish ceding and receiving performance data

    13 December 2017

    Origo’s Options Transfers community is looking to publish more detailed data on transfer performance to help further reduce transfer times for consumers. Currently the 60+ organisations that form the Options Transfers community receive generalised data on the transfers they make, measured on an end-to-end basis, as the measurement that makes most sense to consumers....

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  • Standard Life launches cashflow modelling tool

    7 December 2017

    Standard Life has launched a cashflow modelling tool for users of its Wrap. The tool will enable paraplanners and advisers to illustrate real time and future financial events to support the advice process pre and post retirement. The tool is a collaboration between Standard Life Wrap and Focus Solutions, and is described as “data-light”,...

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  • DECEMBER 2017 ISSUE OUT NOW!

    29 November 2017

    Welcome to the December 2017 issue of Professional Paraplanner – our final issue of the year. We have a cracker of an issue for you. CLICK HERE to read the digital version. Within its pages are: Paraplanner profile Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law...

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  • Zurich links platform to Dynamic Planner’s AccessAdvice

    21 November 2017

    Platform provider Zurich has teamed up with Dynamic Planner to offer advisers access to its advice product AccessAdvice.  The partnership will enable advisers to deliver personalised, regulated and online advice to clients looking for an alternative way to buy their ISA. Alistair Wilson, Zurich’s head of retail platform strategy (pictured), said adding AccessAdvice to...

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