May 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest - TECHNOLOGY

  • 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....

    READ ARTICLE
  • 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”,...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • iPipeline’s SolutionBuilder integrated with Time4Advice’s Curo

    16 November 2017

    iPipeline has integrated its client-centric portal SolutionBuilder with Time4Advice’s client management system Curo, focused on helping advisers build their protection business. The integration will allow advisers to research and compare both single and multi-benefit protection products on one screen. Paul Yates, product strategy director at iPipeline (pictured), said the partnership demonstrated the role technology...

    READ ARTICLE
  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

    READ ARTICLE
  • Platform looks to ‘disrupt’ market with low cost route for adviser firms to mass affluent

    7 November 2017

    Embark Group has launched a new lost-cost open architecture platform, designed to help close the advice gap. Embark said the platform would “materially disrupt the current platform market”, delivering a cost-effective service to mass affluent consumers with between £25,000 and £150,000 to invest. Users of the platform will have access to over 4,000 mutual...

    READ ARTICLE
  • Fraud victims too embarrassed to report incidents

    2 November 2017

    Barclays is encouraging victims of fraud to report the incident, as new research reveals more than one in four fraud victims were too ashamed to tell their partner, and victims are often targeted more than once. Barclays has launched the Embarrassing Fraud Clinic, designed to reduce the stigma surrounding fraud and encourage people to...

    READ ARTICLE
12345