MAY 2021


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  • Suitability report writing software – useful or not?

    5 May 2021

    The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem with personalised content, the findings of a recent parameters survey from Professional Paraplanner shows. Among those in favour of using the software, time-efficiency, a reduction in human error and the ability to standardise the report...

  • Adviser high technology use to continue

    3 May 2021

    The use of technology among advisers soared during Covid-19, with many expecting virtual communication to become a permanent fixture as we emerge from the pandemic, new research has shown.   According to Vitality, the pandemic prompted more than half (54%) of advisers to reassess their firm’s technological capabilities, with nine in ten (89%) of...

  • Leading pension Cos are transferring in under 12 calendar days

    29 April 2021

    Twenty-seven of the leading pension companies have an average transfer time between them for ceding pensions of under 12 calendar days, latest data from Origo show. The 27 companies voluntarily publish their ceding data (i.e. where they transfer a pension to another provider) in the Origo Transfer Index (OTI), providing transparency and a benchmark...

  • Use of fintech apps soar

    28 April 2021

    The use of fintech apps soared during Covid-19 as the pandemic prompted a shift in the way people engage with their finances. New research from deVere Group found the use of fintech apps increased more than 61% in the past year, marking a “personal finance revolution”. James Green, divisional manager of Europe at deVere...

  • Cyber security attacks – FS firms cannot afford to be complacent

    26 April 2021

    Rising global cyber security attacks threaten the security of all consumers, the chair of the Cyber Security Council has warned. Speaking at PIMFA’s Financial Crime Cyber Resilience Conference, Dr Claudia Natanson said the unprecedented volumes of data created, used and stored, along with the increased use of smart technology and the growth of ransomware...

  • Digitisation of financial advice depends on good user experience

    21 April 2021

    Greater digitalisation will only be adopted by financial advice firms if the user experience for advisers and clients matches expectations, according to Visible Capital chief executive Ross Laurie. The wealthtech CEO said that while technology has played a key role in helping advice firms build their businesses and  improve their services to clients over the...

  • Firms that digitise creating a ‘distinct advantage’ in market

    7 April 2021

    Larger advice firms and platforms are leading the charge when it comes to embracing digitalisation, giving them a “distinct advantage” over their smaller counterparts, new research from NextWealth has found. Almost two thirds of advice firms with assets under administration of £250 million or more are using eSignatures, compared to just a third of...

  • Client numbers and technology use climb for advice firms

    31 March 2021

    Nearly half of advisers (48%) have seen their client numbers increase over the last 12 months, despite the Covid-19 pandemic, and a further 53% anticipate there will be more clients looking for advice going forward. According to the findings from Intelliflo’s Advisory Business Impact Poll, technology has had a key role to play in...

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