October 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest - TECHNOLOGY

  • Cashcalc launches TVC & APTA tool with help of Rory Percival

    16 October 2018

    Provider of cashflow planning software CashCalc has launched a TVC & APTA tool with the help of former FCA technical specialist Rory Percival. The new tool will act as a standalone module and is designed to aid advisers navigate the complexities of defined benefit pension transfers. Ray Adams, director and in-house chartered financial planner...

    READ ARTICLE
  • FE launches Ex Ante Costs and Charges Calculator for Analytics

    15 October 2018

    Research and ratings provider FE has launched a new tool designed to provide advisers with a transparent view of all the pre-sale charges they must disclose to clients under the MiFID II regulation. The FE Analytics+ Ex Ante Costs and Charges Calculator prepopulates the ex ante investment product charges for all funds in a...

    READ ARTICLE
  • Pensions Dashboard will enable Open Pensions, says Origo

    9 October 2018

    The proposed Pensions Dashboard architecture will enable the financial services industry to deliver Open Pensions for the UK consumer, says Origo. The Fintech has published a paper, Pensions Dashboard to Open Pension’, in which it lays out how the proposals for a Pensions Dashboard architecture will introduce “the firm foundations required for the development of an...

    READ ARTICLE
  • Pension Dashboard opportunity to cut advice costs and help more people

    8 October 2018

    The Pensions Dashboard is an opportunity to help people understand and engage with their retirement planning while also making pension advice more cost effective and so open it up to more people. It could also help put an end to pension scams, says Kay Ingram, director of Public policy at LEBC Group. Ingram, who...

    READ ARTICLE
  • New protection comparison functionality scores policies most likely to pay out

    8 October 2018

    The Finance & Technology Research Centre (F&TRC)  has launched a new functionality within its Quality Analyser system, enabling advisers an paraplanners to compare critical illness policies based on personal circumstances, age, gender and the term of the plan. There are currently over 200 different conditions covered by CI products, making it increasingly difficult for...

    READ ARTICLE
  • PlanPlus Global launches suitability platform

    3 October 2018

    Software producer PlanPlus Global has launched a suitability platform, providing advisers with a suitability score to ensure clients’ personal risk profiles map to their chosen portfolios. PlanPlus Global is the result of a decade-long collaboration between FinaMetrica Pty Ltd and PlanPlus Inc, which culminated in a merger in August 2017. Subscribers to the new...

    READ ARTICLE
  • i4C cashflow tool integrates with Intelliflo

    3 October 2018

    Cashflow modelling application i4C has launched its live integration with financial software specialist Intelliflo. Users of Intelliflo will have the ability to rollout cashflow modelling for their clients across one platform, with inputted data consistent across applications. The company said the software provides “a single unified application, designed to be used across all clients,...

    READ ARTICLE
  • Defaqto Engage now integrated with Intelliflo

    24 September 2018

    Financial information business Defaqto has upgraded integration of its financial planning software solution Engage with back office provider Intelliflo to improve accuracy for adviser firms. The latest update allows two-way integration for users of Engage Core with Intelliflo; bringing advisers’ customer data, fund and product data into Engage Core and then pushing their recommendations...

    READ ARTICLE