June 2019


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Newsletter, Jobs & Event Alerts


  • Winners of the Professional Paraplanner Provider Awards 2019

    14 June 2019

    We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. For these awards we asked our readers to nominate...

  • New Dynamic Planner review service provides support re MiFID II

    12 June 2019

    Dynamic Planner has launched a new client review service to support adviser firms in meeting MiFID II requirements. Dynamic Planner Elements, designed in close partnership with advice firms, will deliver better informed client review meetings and significantly reduce the time spent on annual client reviews, the firm said. The new service has been in...

  • PlanPlus Global launches software to evidence ongoing suitability

    11 June 2019

    PlanPlus Global has launched new suitability software designed to enable advisers to evidence ongoing investor suitability, in line with regulatory requirements and best practice.  SuitabilityPro: FineMetrica Profiler, generates a suitability score that then maps to an investment portfolio in line with an investor’s risk profile. Advisers can adjust the ‘risk score’ by taking into...

  • IRESS XPLAN extends offering to simplified and online advice

    5 June 2019

    Financial technology firm IRESS has upgraded its XPLAN software to allow advisers to offer automated, simplified advice to clients.  XPLAN Prime will provide a scalable, objectives-based guided advice service designed to meet the differing needs and budgets of clients and saving advisers considerable time, the group said. It will use XPLAN’s client management, calculation, portfolio...

  • CashCalc looks to integration hub for ‘more seamless system’, says founder Adams

    3 June 2019

    Cashflow planning software provider CashCalc has signed to the Origo Integration Hub to provide a more seamless service to adviser firms, including forthcoming access to real-time valuations. Fiona Bond spoke to founder Ray Adams about the move. Ray Adams, founder of CashCalc, said the decision to use the Origo Integration Hub will allow it...

  • Legal & General’s ‘Track My Apps’ saves one firm 60% of calls

    28 May 2019

    Specialist retirement firm Retirement Line says using the ‘Track My Apps’ transfer tracking service implemented by Legal & General has seen the company’s administration team cut the number of calls on customer applications by 60%. The Track My Apps digital service went live in January and Retirement Line says it is already seeing the...

  • O&M Systems automates DB transfers checklist

    27 May 2019

    Software provider O&M Systems has automated its defined benefit transfers checklist functionality in line with FCA rules. To complement its TVC and APTA functionality, O&M has made it possible to print FCA rules COBS 19 Annex 4A, 4B and 4C from its systems, which were introduced by the regulator last October. O&M said the...

  • Digital vault for life important documents launching for adviser clients

    23 May 2019

    A new digital platform to help clients of adviser firms to securely organise, store and share their most important life information is currently under beta testing with a view to launch in June.   The SecureTheFile platform will be offered through professional services – first to financial advisers and then to accountants and solicitors –...