November 2017
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Latest - TECHNOLOGY

  • Helping clients visualise pension transfer risks and rewards – cashflow over stochastic modelling

    22 August 2017

    Julie Lord, director of Prestwood and chief executive of Magenta FP, says she shares the FCA’s concerns around simple use of stochastic modelling when advising on DB transfers. It requires a more rounded approach, she argues. In its recent consultation paper on pensions transfers – CP17/16 – the FCA expressed concerns about consumers’ ability to...

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  • 7IM integrates 7IMagine App with Intelliflo’s Intelligent Office

    10 August 2017

    Seven Investment Management’s (7IM) App, 7IMagine, is now integrated with Intelliflo’s Intelligent Office, enabling clients’ personal and financial information to populate 7Imagine, removing the need for rekeying. Details of a client’s family, any properties held, as well as any financial or physical assets are able to be systematically loaded into 7IMagine to enable the use...

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  • Industry disconnect seen as cause of DB pension transfer delays

    10 August 2017

    Standard data set and automated transfer solutions would formalise the information required and help speed up DB transfer process, says Origo. New research from Origo has highlighted how the significant increase in demand for DB transfers has led to processing issues throughout the transfer process, creating delays for pension scheme members and frustrations for...

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  • DB Pension Transfers – The Value of Doing Nothing

    31 July 2017

    I’m not known for quoting the great British philosophers, but Pooh Bear once said, “Don’t underestimate the value of doing nothing.” Without doubt, occupational transfers are risky business and the riskiest occupational transfer of all has to be when a brand-new client tells you they want to transfer their DB scheme. Just what do...

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  • New industry body launched to ‘revolutionise’ data movement and automation processes

    26 July 2017

    Criterion, an independent, not-for-profit industry body for Standards and Governance has been launched to take forward and expand upon the existing work undertaken over the past 25 years by Origo in the UK’s long-term savings, investment and protection markets. Caroline Mansley has been named as managing director and said that keeping the consumer front-of-mind...

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  • CashCalc integrates with Plum Software back-office system

    17 July 2017

    CashCalc has integrated with back-office provider Plum Software following the development and publishing of API documentation, allowing software providers to seamlessly push client data into CashCalc.   The integration enables financial advice firms that use the Plum Software system to import data directly from their back-office account into their CashCalc account. Ray Adams, director...

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  • Origo MD Paul Pettitt to exit not-for-profit after 28 years

    26 June 2017

    Origo managing director Paul Pettitt has announced he is to retire, stepping down from his role at the end of February 2018 after 28 years with the company, including 14 years as MD. Working with the Origo Board, Pettitt has driven the strategy that has resulted in Origo successfully transforming itself from its roots...

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  • Risk profiling tools – ‘none are perfect’, says Percival

    13 June 2017

    Rory Percival, ex FCA technical specialist, has provided some preliminary findings from his soon to be published report on risk profiling tools. Percival is taking six of the most commonly used tools and analysing their performance against the guidance provided by the FCA. Speaking at a seminar hosted by Thesis Asset Management, Percival referred to...

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