September Issue


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  • Pension Dashboard solution scale tested to serve 15 million users

    12 June 2018

    Origo has successfully scale tested its pension dashboard solution to handle anticipated usage by 15 million consumers when launched. The solution provides an underlying engine that enables consumer requests to be sent to pension providers and for pension details to be returned to the consumer-facing dashboard. It also includes advanced features such as Delegated Authority (access)...

  • Invesco acquisition of Intelliflo will see ‘significant investment’ into software

    10 June 2018

    Adviser technology provider Intelliflo, which operates the Intelligent Office (iO) back-office system, has been acquired by Invesco from its current venture capital owners, HgCapital. Launched in 2004, Intelliflo says it currently supports the business of approximately 30% of UK advisers. The Intelligent Office software platform offers functionality including client relationship management, financial planning, client...

  • Focus Solutions launches cashflow planning tool

    3 June 2018

    Adviser software provider Focus Solutions has introduced a new cashflow planning tool, using Moody’s Analytics to build in more informed growth rates. The firm described Now:Plan Cash Flow 2.0 as an interactive, digital cashflow modeller, designed with ease of use and functionality in mind. The new tool will enable advisers and paraplanners to outline...

  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

  • FinTech Scotland appoints David Ferguson CEO of Nucleus as first chair

    23 May 2018

    FinTech Scotland has appointed David Ferguson, Nucleus founder and chief executive, as the first chair of its board. The appointment was confirmed this week at the joint Scottish Government and Financial Services Advisory Board (FiSAB) meeting chaired by the First Minister, Nicola Sturgeon and Chair of Scottish Financial Enterprise and CYBG, Jim Pettigrew. Ferguson was...

  • UK could lead the world with Pensions Dashboard architecture, says Origo

    22 May 2018

    The UK has the opportunity to implement a world-leading Pensions Dashboard architecture that will enable consumers to access all of their pensions data and at the same time control who can get access to this data.  Combining assured citizen and delegate digital identity with Application Programming Interfaces (APIs) and the User-Managed Access (UMA) open...

  • Warning for firms on security and procedures around taking data out of office

    21 May 2018

    Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines. The company recently took 50 adviser firms through its free technology audit service to find out if there are propositional and procedural gaps that could be holding firms...

  • GDPR sparks 33% increase in advisers registering for secure email

    7 May 2018

    Growing data security awareness in the lead up to GDPR has seen advisers and their staff signing up to Origo’s Unipass Securemail service rise to 2,000 new registrations per month in March and April, a 33% rise on the normal number of sign-ups, the Fintech said.  Origo said the encrypted email service is provided free to...