July/Aug 2019


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  • Defaqto launches suitability report templates

    28 January 2019

    Financial information group Defaqto has teamed up with Eversheds Sutherland to make suitability report templates available through Defaqto Engage Core.  The suitability report templates cover a wide range of content including pension switching and contributions, pension drawdown, lifetime annuities, investment switching and contributions, IHT planning using investment bonds, individual life and critical illness, income...

  • GDPR has been tech driver amongst adviser firms

    23 January 2019

    The General Data Protection Regulation has led to growing demand for new technology, according to back-office provider Intelliflo. The software company said the introduction of the stringent data rules last May prompted an increased number of advisers to look at ways to communicate with clients in a more secure way. Over the course of...

  • Leading names commit to STAR to improve transfer and re-reg process

    9 January 2019

    11 organisations have committed to join STAR since the joint venture between Criterion and TeX launched in November. STAR’s aim is to drive up commitment to the Transfers and Re-registration Industry Group (TRIG) framework across the industry, and so improve the transfer and re-registration experience for consumers. STAR was launched to help deliver the...

  • Paraplanners and technology key to adviser business success

    21 December 2018

    Paraplanners and the introduction of new technologies will ensure the long-term success of advisory firms, says Mark Harman, CEO at cashflow modelling provider i4C It is not news to the profession that the numbers of advisers in the UK is relatively static but that the number of people needing financial advice in the next...

  • 50 Not Out – January Issue of Professional Paraplanner OUT NOW

    19 December 2018

    This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...

  • 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...