February 2019


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Newsletter, Jobs & Event Alerts


  • What will 2019 hold for the financial advice industry?

    18 December 2018

    Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns...

  • Origo celebrates 10 years of reducing pensions transfers times

    16 December 2018

    Origo’s Options Transfers service is celebrating its 10-year anniversary, having transferred over £160bn in pensions, ISA and GIAs for consumers and the industry over the past decade.  Options Transfers, which has close to 120 financial services users, was launched in 2008 to tackle what the company describes as the “inordinately lengthy time frames” for...

  • IRESS opens up XPLAN to more integrations through APIs

    5 December 2018

    IRESS has opened its XPLAN software to allow third party software providers to directly access and integrate with it. It is part of the IRESS Open initiative, designed to grow the number of integrations available to clients through IRESS by making access to its existing APIs simpler and easier. IRESS said clients would be...

  • DWP publishes proposals to make Pensions Dashboards a reality from 2019

    3 December 2018

    The Department for Work and Pensions has published its long awaited Feasibility Study into the Pensions Dashboards, enabling the industry to start preparing for what’s necessary to make the project happen, with the first schemes onboarding in 2019. Guy Opperman Parliamentary Under Secretary of State for Pensions & Financial Inclusion said the proposed pensions...

  • Dynamic Planner strikes bespoke deal with threesixty

    2 December 2018

    Dynamic Planner, is to offer the 900 clients of compliance support provider threesixty services a bespoke version of Dynamic Planner. The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list,...

  • December Issue OUT NOW

    28 November 2018

    Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

  • Companies start lining up to commit to improved transfers and re-registration via STAR

    22 November 2018

    The first seven companies are set to join STAR, a joint venture launched to help deliver the framework and methods used to deploy the Transfers and Re-registration Industry Group (TRIG) framework. The companies, including Standard life, Aviva, Aegon, Fidelity, Old Mutual, Janus Henderson and DST Funds, with others in the pipeline, have registered their...

  • New tools from Architas look to help clients better understand risk

    19 November 2018

    Asset manager Architas has launched two new tools designed to help clients understand what they are investing in and break down the barriers some may feel about investing. Architas, part of the global AXA Group, said it had developed the new understanding risk and explore funds tools in partnership with advisers it works with,...