September 2017
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Latest - WRAPS / PLATFORMS

  • Due Diligence Hub launched by AJ Bell

    15 May 2017

    AJ Bell has launched an online Due Diligence Hub that outlines the key areas adviser firms should focus on when selecting the right investment platform for their clients’ needs. The new Due Diligence Hub has been set up to help firms research and conduct due diligence, uses a slightly tongue-in-cheek approach but offers a variety of views on what robust due...

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  • Transact integrates with Voyant cashflow modelling tool  

    11 May 2017

    Transact has now integrated with Voyant software. The platform is also intergrated to CashCalc, Prestwood’s Truth and Paraplanning Online ppolCALCS. These integrations mean paraplanners and advisers are able to use information about their clients’ Transact Portfolios in their chosen cash flow modelling software.  This helps minimise duplication of data entry and to ensure that client plans...

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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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  • Defaqto service ratings 2017 show providers are improving

    7 February 2017

    Defaqto’s research among 15,000 financial advisers about their views on the service they receive from over 200 providers covering DFMs, platforms, pension and bond providers, and protection insurers, shows a marked improvement in service year on year. Under Defaqto’s service ratings service, product providers are rated Bronze, Silver or Gold based on their overall...

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  • Transact integrates with Prestwood and reduces charges

    13 October 2016

    Transact has announced the integration with Prestwood’s Truth cashflow modelling software. This follows Transacts integration with CashCalc announced in August 2016. Prestwood said the integration allows Truth users to use information about their clients’ Transact portfolios in the cashflow modelling software. The service is available to users of both Truth and Prestwood Professional. Managing...

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  • New Selectapension software aimed at bridging the advice gap

    14 September 2016

    Selectapension has launched its Pension Monster software, an online retirement guidance tool for consumers, aimed at helping financial advice firms to provide a service for those with smaller pension provisions or less complex needs, which is affordable for the client and cost effective for the firm. To use the service customers enter basic information...

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  • Case study: Benefits of a family business pooling pensions in a SSAS

    20 July 2016

    Claire Trott, head of Pensions Technical, Talbot and Muir, presents an example of how a family business can use its pension assets for the benefit of the firm and protect the assets in the event of a holder’s death. Running a family business can be very rewarding but protecting the business in case the...

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