March 2018


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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...

  • 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...

  • 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...

  • Paraplanners Powwow North West

    18 July 2016

    Paraplanners in the North West came together to discuss the issues most pertinent to their role, in the first Paraplanner Powwow held in Liverpool. Editor Rob Kingsbury joined the discussion. The Paraplanner Powwow North West was a sold out event with 25 paraplanners signed up to it, representing a range of business structures: small,...

  • Powwow Down South discusses due diligence – where to start?

    27 June 2016

    The recent Powwow Down South took place in London in June. In the Question & Discussion session, a key point raised tackled the issue of due diligence.  The Question and Discussion session at the June Powwow Down South, organised by Dan Atkinson of EQ Investors and Alan Gow of Argonaut Paraplanning (pictured), brought out a...

  • Key areas for paraplanners to challenge when conducting research and due diligence

    31 May 2016

    At the CISI annual Paraplanner conference, Chris Hewitt, lead associate at the FCA, provided pointers arising from the regulator’s recent thematic review paper TR16/1:Assessing suitability: Research and due diligence and how paraplanners could use the results to inform the way that they work. Rob Kingsbury reports. Advisory firms reviewed by the FCA under its...

  • Comment: Cost is just one part of the platforms due diligence picture

    27 May 2016

    Can we be too fixated on price when it comes to platform? You have to factor in clients’ potential future needs too, says Zurich’s Alistair Wilson. We all know the importance of looking at costs in pounds and pence when making comparisons. In the recent Platforms are dead report, the Lang Cat did the hard...

  • Due diligence prompt as Standard Life acquires AXA Elevate

    4 May 2016

    FCA expects market events such as acquisitions to spark reviews of the suitability of the products and services used, Rory Percival recently told paraplanners. News that Standard Life has acquired the AXA Elevate platform will see adviser firms using the platforms begin to initiate ad hoc review processes to take into account the changes brought about...