November 2018


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  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

  • FinTech Scotland appoints David Ferguson CEO of Nucleus as first chair

    23 May 2018

    FinTech Scotland has appointed David Ferguson, Nucleus founder and chief executive, as the first chair of its board. The appointment was confirmed this week at the joint Scottish Government and Financial Services Advisory Board (FiSAB) meeting chaired by the First Minister, Nicola Sturgeon and Chair of Scottish Financial Enterprise and CYBG, Jim Pettigrew. Ferguson was...

  • UK could lead the world with Pensions Dashboard architecture, says Origo

    22 May 2018

    The UK has the opportunity to implement a world-leading Pensions Dashboard architecture that will enable consumers to access all of their pensions data and at the same time control who can get access to this data.  Combining assured citizen and delegate digital identity with Application Programming Interfaces (APIs) and the User-Managed Access (UMA) open...

  • Warning for firms on security and procedures around taking data out of office

    21 May 2018

    Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines. The company recently took 50 adviser firms through its free technology audit service to find out if there are propositional and procedural gaps that could be holding firms...

  • GDPR sparks 33% increase in advisers registering for secure email

    7 May 2018

    Growing data security awareness in the lead up to GDPR has seen advisers and their staff signing up to Origo’s Unipass Securemail service rise to 2,000 new registrations per month in March and April, a 33% rise on the normal number of sign-ups, the Fintech said.  Origo said the encrypted email service is provided free to...

  • Rebecca Lucas: Systems, software and technology I can’t do without

    26 April 2018

    In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the systems and software she uses in her business and the technology she says she can’t do without. Rebecca recently celebrated the fifth anniversary of Lime. You can read the story of how she set up the business and the...

  • Pensions Dashboard could face requests from 15 million consumers

    18 April 2018

    Origo has calculated that the Pensions Dashboard could be used by up to 15 million consumers. Accordingly, the infrastructure underpinning the Pensions Dashboard must be built from the outset to support significant volumes of consumers from day one, cope with peaks and troughs in usage and scale to the target of 15 million consumers,...

  • Standard Life platform offers two-way integration with back-office

    20 March 2018

    Standard Life has launched the next phase of two-way integration on its wrap platform with the delivery of Intelliflo’s business management system, Intelligent Office. Mike Hogg, head of proposition for Standard Life, said that with over a quarter of its wrap partners using Intelliflo, the collaboration is a “great next step” in delivering a...