September 2017
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Latest - TECHNOLOGY

  • ABI announces Pensions Dashboards prototype built and delivered on time

    31 March 2017

    Proof that technology to connect everyone in the UK with all their pensions in one place can be built has been proven by the delivery of the Pensions Dashboards prototype on time, says the Association of British Insurers (ABI). The project, which should one day allow people to see all of their pension savings...

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  • SIPPs biggest recipients of DC pension transfers since Pensions Freedoms, Origo data reveals

    30 March 2017

    Data released by Fintech company Origo has revealed where pension transfers were being made from and where they were going to pre and post Pensions Freedoms. The not-for-profit company operates the Options Transfers service, which since 2008 has handled the industry’s contract pension transfers. There are more than 90 brands – pension providers, administrators...

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  • 13 March 2017: Live web debate on current financial landscape

    10 March 2017

    13 March 2017, from 10am, SimplyBiz Group is hosting a live web debate on the current financial landscape. Participating in the debate are Sir Steve Webb of Royal London, John Lawson of Aviva and Phil Rickards of BM Solutions.  The broadcast, will address major issues currently affecting the investment, pensions, regulation and mortgage markets, as well as...

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  • DYNAMIC PLANNER provides white-LABEL SOLUTION TO THE UK ADVICE GAP

    1 March 2017

    Dynamic Planner has launched AccessAdvice, a white-labelled, online advice application for financial advice firms.  The service enables firms to deliver their own personalised, regulated ISA advice from across the whole of market online. Commenting on the launch of the service, Ben Goss Dynamic Planner CEO, said: “According to the FAMR, a 2016 survey showed...

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  • Novia Financial launches free Pension Transfer Value Analysis System

    15 February 2017

    Novia Financial has launched its own Transfer Value Analysis System (TVAS service) which is free to use for adviser firms on the platform making transfers to the Novia SIPP. The service provides a way of comparing the pension benefits under defined benefits schemes (the ceding scheme) to the Novia SIPP. Built in-house by Novia, it...

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  • Paraplanner firm to launch back-office system

    2 February 2017

    Outsourced paraplanning firm Svensoni Paraplanning is to launch a back-office and CRM system ‘built by paraplanners for paraplanners’. The system will be jointly developed by Svensoni Paraplanning and Home Buyer Systems. The software design will be a ground-up development based on the Home Buyer Systems Mi-Zone software platform, bespoked specifically by Svensoni “to be...

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  • First four companies live on Origo’s Integration Hub

    31 January 2017

    Fintech company sees first four users of the Hub, designed to make integration between platforms, providers and back-office software, and the delivery of key elements like valuations data, easier and faster to effect.  Four companies are live and using the Integration Hub Origo has announced. The first four joiners are JCS, MetLife, LV= and...

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  • O&M Systems adds new suitability-friendly functionality to pension switching software

    28 October 2016

    Executive summary automatically gathers key advice points in cut and paste format for inclusion in suitability reports O&M Systems has added an executive summary facility to its pension switching software, making it easy for financial planners and paraplanners to extract the key points of the advice and present them in a client-friendly way in suitability reports, says the company’s...

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