July/Aug 2019


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Newsletter, Jobs & Event Alerts


  • News in brief: SSAS cost and transfer delay warning

    22 August 2019

    Talbot and Muir has warned that some SSAS arrangements are facing significant costs and delays on transfers to a more suitable vehicle, such as a SIPP. The independent SIPP and SSAS specialist, says that while SSAS arrangements continue to be popular with advisers and their clients, at times it can be necessary  to transfer...

  • Octopus wealthtech acquisition looks to disrupt platform market

    18 August 2019

    Octopus Group has agreed a deal to acquire Seccl Technology Limited for £10 million, with the aim of disrupting the platform technology market, which Octopus Group CEO Simon Rogerson said is “crying out for change”. Seccl says it aims to help financial advisers, wealth managers, discretionary fund managers and fintechs deliver faster, cheaper and...

  • Opinion: Digital connectivity needed for intergenerational wealth management

    15 August 2019

    Niral Parekh, managing principal at Capco, comments on the FCA’s discussion on intergenerational differences Whether we like it or not, we’re all getting older. More people will wait until their 50s, 60s and even 70s before they inherit their parents’ wealth, and inheritance is also leapfrogging generations with gifts straight into the hands of millennial...

  • Intelliflo acquires cashflow modelling businessi4C Technology

    6 August 2019

    Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers. Bath-based i4C Technology launched in 2017 to provide cashflow modelling software to the UK financial adviser community. The cashflow modelling application has been set up to provide a client-friendly interface into Intelliflo’s Intelligent Office (iO) open architecture business...

  • Hear from Rory Percival at this autumn’s Technical Insight Seminars

    31 July 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We will be joined once again at selected venues by ex-regulator Rory Percival. Hear what Rory will be talking about in his session.  The seminars...

  • SIPP provider launches new client portal

    25 July 2019

    SIPP provider Curtis Banks has launched a new client portal to give advisers and clients access to their data ‘on the go’. The new portal is designed to complement Curtis Banks’ latest SIPP product, Your Future SIPP, launched earlier this year. The SIPP was introduced to replace the group’s previous range of products, bringing...

  • Social media increasing as marketing tool

    23 July 2019

    Social media has become a popular marketing tool for adviser firms, with LinkedIn ranking the number one platform to promote their business, according to Intelliflo’s annual social media survey. In a poll of over 200 users of Intelliflo’s Intelligent Office, 59% of respondents actively use LinkedIn, up from 57% last year, with twice as...

  • MiFID II biggest headache for advice firms – while biggest opportunity is…

    17 July 2019

    The majority of advisers continue to find MiFID II requirements a challenge, a new poll by Intelliflo has found. At Intelliflo’s recent ‘Change the Game’ conferences in London and Manchester, 129 delegates were asked which regulations were giving their firm the biggest headache. Two thirds (66%) cited MiFID as the most challenging legislation, while...