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  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Intelliflo and Brookland Computer launch GDPR toolkit

    21 February 2018

    Intelliflo has joined forces with Brookland Computer Services to create a GDPR toolkit, designed to help advisers and paraplanners meet the requirements of the new regulation. The toolkit provides a detailed overview of all aspects of GDPR, which will come into force on 25 May 2018, and offers advice and checklists to guide adviser...

  • O&M Systems ‘Smart Paste’ tool launched to help find and move fund data

    19 February 2018

    O&M Systems managing director Graham Miller explains how the firm is making it easier for paraplanners to find fund data and move it between systems. Fund selection was easy when O&M started producing software, as pensions were either invested in Managed or With Profits. Shortly afterwards, we thought we’d reached the height of sophistication...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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....