November 2018


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  • Pension Dashboard petition passes 126,000 signatures

    8 August 2018

    The petition launched by 38 Degrees in response to media reports that the Pensions Dashboard might not go ahead has passed 126,000 signatures – and continues to grow. This shows the depth of feeling and the support that the initiative has in the country, said Anthony Rafferty, managing director of Origo (pictured). “The benefits...

  • TISA launches initial phase of digital ID

    22 July 2018

    TISA has launched the initial phase of its industry project to develop a digital ID, designed to give consumers greater control and access over their money. The savings and investments membership organisation said the new project will revolutionise the way people manage their money and make it easier for them to save. The digital...

  • Industry responds angrily to suggestions Pensions Dashboard might be axed

    17 July 2018

    The financial services industry has responded angrily to the suggestion made by Secretary of State for Work and Pensions Esther McVey published in The Times, that the Pensions Dashboard might be scrapped, saying it made “little sense” would ultimately “make people’s retirement planning harder” and would make the industry “legitimately question” whether involvement in...

  • Post pension freedoms: Key recommendations for the industry

    13 July 2018

    Matt Ward, communications director, AKG Financial Analytics draws from the group’s recent paper dealing with the opportunities and challenges of pension freedoms. AKG’s 2018 pension freedoms paper – Grasping the nettle: Working together to achieve better retirement outcomesis a wide-ranging paper which looks at the impact of pension freedoms on key market participants. It...

  • July / August Issue OUT NOW

    28 June 2018

    In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...

  • Pension Dashboard solution scale tested to serve 15 million users

    12 June 2018

    Origo has successfully scale tested its pension dashboard solution to handle anticipated usage by 15 million consumers when launched. The solution provides an underlying engine that enables consumer requests to be sent to pension providers and for pension details to be returned to the consumer-facing dashboard. It also includes advanced features such as Delegated Authority (access)...

  • Invesco acquisition of Intelliflo will see ‘significant investment’ into software

    10 June 2018

    Adviser technology provider Intelliflo, which operates the Intelligent Office (iO) back-office system, has been acquired by Invesco from its current venture capital owners, HgCapital. Launched in 2004, Intelliflo says it currently supports the business of approximately 30% of UK advisers. The Intelligent Office software platform offers functionality including client relationship management, financial planning, client...

  • Focus Solutions launches cashflow planning tool

    3 June 2018

    Adviser software provider Focus Solutions has introduced a new cashflow planning tool, using Moody’s Analytics to build in more informed growth rates. The firm described Now:Plan Cash Flow 2.0 as an interactive, digital cashflow modeller, designed with ease of use and functionality in mind. The new tool will enable advisers and paraplanners to outline...