July/Aug 2019


Register with PP

Newsletter, Jobs & Event Alerts


  • 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 –...

  • New income fund research service from Dynamic Planner

    23 May 2019

    Dynamic Planner has launched a new research service focused on income funds, aimed at helping advisers to make sustainable, risk-adjusted fund recommendations to their clients.  The service will look at income funds from seven asset managers. It will provide information on their philosophy and process and risk management controls as well as additional details...

  • New Criterion MD prioritises improving industry transfer and re-registration processes

    21 May 2019

    Well-known industry figure Billy Burnside will join Criterion Tec Limited as managing director on 17th June 2019. Burnside has prioritised Criterion’s work in improving transfer and re-registration times across the pensions, savings and investment markets, through STAR, its joint venture with TeX. Criterion was formed in July 2017, as an independent, not-for-profit industry body...

  • NS&I launches new online service for financial advice firms

    8 May 2019

    NS&I has launched a new online service for financial advice firms, providing advice firms with secure online access to information on their clients’ NS&I holdings via a purpose-built portal. The service, previewed by Andrew Pike, head of Intermediary Relationships at NS&I at the Professional Paraplanner Technical Insight Seminars last year, is available via secure...