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  • Compliance: Research and due diligence – not the same thing

    18 February 2020

    Research and due diligence form part of the requirements to ensure good client outcomes, but they are separate requirements that need their own robust systems and controls, says ATEB’s Steve Bailey The FCA undertook a thematic review back in 2016 (TR16/1), which set out their findings on the research and due diligence processes carried...

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  • Technology quick wins – Tracking time spent in Xplan

    18 February 2020

    In our new series of articles highlighting quick wins when using adviser firm technology, Iress Community Manager, Sara Row, looks at tracking capabilities within Xplan and how these can help with efficiencies, profitability and charging.  Many businesses want to track time. There are different reasons why a firm might track the time their people spend on...

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  • Zurich adds Clever MPS to platform

    18 February 2020

    Zurich has added Clever MPS to its intermediary platform, taking its total number of platform partnerships to 13. Through CleverMPS, advisers can offer their clients the choice of five investment portfolios according to their appetite for risk and investment objectives, with exposure to at least six asset classes. The technology behind CleverMPS analyses and...

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  • Dynamic Planner preps cashflow planning tool for launch

    17 February 2020

    Dynamic Planner is launching a cashflow forecasting tool, as it looks to develop the software system as a one-stop-shop approach to risk-based research and financial planning. Talking at DP’s annual conference, founder and CEO Ben Goss flagged the disconnect between a typical advice firm’s systems and tools. He said research by the company shows...

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  • 76% of people have no idea of their retirement income

    17 February 2020

    New research has revealed that three out of four (76%) of over-55s couples do not have an approximate figure in mind when it comes to how much they will receive in retirement income. The survey, a nationwide study by Openwork amongst over 1,000 adults, also revealed 64% of over-55s couples have not sought advice...

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Latest Development

AF1 revision: Discounted Gift Trusts

Discounted Gift Trusts are useful IHT planning schemes and...

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2020 Technical Insight Seminars – Registration Open

We are delighted to announce that registration for our Technical Insight Seminars 2020 is now open. For 2020 Professional...

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