July/Aug 2019


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  • New Selectapension tool to help expedite data collation for client reviews

    18 April 2019

    Selectapension is to launch a new “Rapid Reviewer” tool, designed to make client reviews of pensions and investments more efficient and cost effective. Annual client reviews, a mandatory requirement for MiFID II regulated products provides an opportunity for advisers to reassess previous recommendations against clients’ current circumstances and review the performance of investments. Selectapension...

  • New software from O&M tackles compliant DB transfer reporting

    16 April 2019

    O&M Systems has launched a new TVC tool to support advice firms in the defined benefit transfer market. The firm said it has identified three key reports as part of this launch: 1. A client facing report containing the mandatory TVC, which runs to just 8 pages. 2. An adviser/file report, containing all the...

  • STAR initiative to improve transfer times receives boost from FCA

    3 April 2019

    STAR reports a growing community of firms is signing to its initiative, which was highlighted in the latest FCA Investment Platforms Market Study report. STAR is aimed at delivering an industry standard for the transfer and reregistration of consumer’s money and investments from one financial company to another, thereby significantly improving the transfer performance...

  • Industry escapes FCA imposition of mandatory transfer times – for now

    14 March 2019

    The FCA has said it will not set enforceable switching and transfer times as yet, as a result of the industry undertaking self-improvement through launch of the STAR initiative. In its Investment Platforms Market Study Final Report, the regulator set out its final position on improving switching and transfer times, as well as relevant...

  • March Issue OUT NOW

    27 February 2019

    In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

  • Legal & General launches client applications tracker

    20 February 2019

    Legal & General has launched Track My Apps, a new system that allows adviser firms to monitor the progress of client applications for the assurer’s retirement income range of products from fixed term annuities to lifetime annuities. The tracking service, the first of its kind in the market, comes from industry FinTech company Origo...

  • Dynamic Planner begins roll out of £5m ‘Elements’ software

    7 February 2019

    Dynamic Planner has announced a three year, £5m technology investment into the next generation of its software – Dynamic Planner Elements – which the company is rolling out over two years. The new iteration of the software is intended to help adviser firms deliver annual suitability reviews and charges disclosure under MiFIDII without leaving...

  • Origo and Beyond Encryption launch new secure email messaging service – Unipass Mailock

    6 February 2019

    Origo has partnered with encryption and ID authentication specialist Beyond Encryption® to launch a secure email messaging system for advisers, clients, platforms and providers. Origo said the new service, Unipass Mailock, is GDPR-compliant and enables adviser firms to securely communicate with clients from their desktop, laptop, tablet and mobile phone. The secure messaging de-risks...