February 2019


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  • Legal & General launches client applications tracker

    20 February 2019

    Legal & General has launched Track My Apps, a new system that allows adviser firms to monitor the progress of client applications for the assurer’s retirement income range of products from fixed term annuities to lifetime annuities. The tracking service, the first of its kind in the market, comes from industry FinTech company Origo...

  • Dynamic Planner begins roll out of £5m ‘Elements’ software

    7 February 2019

    Dynamic Planner has announced a three year, £5m technology investment into the next generation of its software – Dynamic Planner Elements – which the company is rolling out over two years. The new iteration of the software is intended to help adviser firms deliver annual suitability reviews and charges disclosure under MiFIDII without leaving...

  • Origo and Beyond Encryption launch new secure email messaging service – Unipass Mailock

    6 February 2019

    Origo has partnered with encryption and ID authentication specialist Beyond Encryption® to launch a secure email messaging system for advisers, clients, platforms and providers. Origo said the new service, Unipass Mailock, is GDPR-compliant and enables adviser firms to securely communicate with clients from their desktop, laptop, tablet and mobile phone. The secure messaging de-risks...

  • Defaqto launches suitability report templates

    28 January 2019

    Financial information group Defaqto has teamed up with Eversheds Sutherland to make suitability report templates available through Defaqto Engage Core.  The suitability report templates cover a wide range of content including pension switching and contributions, pension drawdown, lifetime annuities, investment switching and contributions, IHT planning using investment bonds, individual life and critical illness, income...

  • GDPR has been tech driver amongst adviser firms

    23 January 2019

    The General Data Protection Regulation has led to growing demand for new technology, according to back-office provider Intelliflo. The software company said the introduction of the stringent data rules last May prompted an increased number of advisers to look at ways to communicate with clients in a more secure way. Over the course of...

  • Leading names commit to STAR to improve transfer and re-reg process

    9 January 2019

    11 organisations have committed to join STAR since the joint venture between Criterion and TeX launched in November. STAR’s aim is to drive up commitment to the Transfers and Re-registration Industry Group (TRIG) framework across the industry, and so improve the transfer and re-registration experience for consumers. STAR was launched to help deliver the...

  • Paraplanners and technology key to adviser business success

    21 December 2018

    Paraplanners and the introduction of new technologies will ensure the long-term success of advisory firms, says Mark Harman, CEO at cashflow modelling provider i4C It is not news to the profession that the numbers of advisers in the UK is relatively static but that the number of people needing financial advice in the next...

  • 50 Not Out – January Issue of Professional Paraplanner OUT NOW

    19 December 2018

    This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...