January 2019


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  • FSCS ‘best practice’ proposal gets provider backing

    20 March 2018

    Aegon has backed the development of ‘best practice’ communications material by the Financial Services Compensation Scheme (FSCS) to provide consumers with a better understanding of the protection the scheme offers. The pension specialist said an industry best practice standard will create “greater consumer confidence” in retirement products and advice. Aegon’s support follows the results...

  • CII calls for industry action to help improve women’s financial security

    14 March 2018

    The Chartered Insurance Institute (CII) is calling upon the insurance and financial planning profession to help improve women’s financial security.  A new report by the CII has shown that a combination of growing debt, lower earnings and a lack of confidence about financial matters is putting millennial women at greater risk of poverty in...

  • Understanding the new annuity rules

    27 February 2018

    The new rules around annuity purchase should make shopping around easier. Dave Miller, executive general Manager (Commercial), IRESS, explains how the company has made the process as simple as possible for advisory firms via IRESS The Exchange. New rules requiring the best open market rates to be provided alongside provider annuity quotes seem straightforward,...

  • 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...

  • 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...

  • iPipeline acquisition increases ‘digital experience’ for consumers

    7 January 2018

    iPipeline has announced its acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies. TCP LifeSystems provides an end-to-end software solution, underpinning insurance policy administration, underwriting, and acting as a central communication exchange point between customers, advisers, providers and reinsurers. It allows customers and intermediaries to manage policies and iPipeline says...

  • Dispelling the Common Law ‘rights’ myth

    12 December 2017

    Incorrect assumptions around the ‘rights’ of the common law spouse continue to abound and need to be addressed in financial planning, says Kay Ingram, director of public policy at national IFA LEBC. The myth of the common law spouse lives on and it’s a fantasy which can have devastating consequences for one or both...

  • 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...