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  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Standard Life launches cashflow modelling tool

    7 December 2017

    Standard Life has launched a cashflow modelling tool for users of its Wrap. The tool will enable paraplanners and advisers to illustrate real time and future financial events to support the advice process pre and post retirement. The tool is a collaboration between Standard Life Wrap and Focus Solutions, and is described as “data-light”,...

  • Zurich links platform to Dynamic Planner’s AccessAdvice

    21 November 2017

    Platform provider Zurich has teamed up with Dynamic Planner to offer advisers access to its advice product AccessAdvice.  The partnership will enable advisers to deliver personalised, regulated and online advice to clients looking for an alternative way to buy their ISA. Alistair Wilson, Zurich’s head of retail platform strategy (pictured), said adding AccessAdvice to...

  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

  • Nucleus signs to the Women in Finance Charter

    15 November 2017

    Wrap platform Nucleus has signed up to the Women in Finance Charter as part of its effort to promote diversity in the workplace. The charter, introduced by HM Treasury to create a more balanced and fair financial services industry, sets out three principles to improve gender balance; committing firms to support the progress of...

  • Platform looks to ‘disrupt’ market with low cost route for adviser firms to mass affluent

    7 November 2017

    Embark Group has launched a new lost-cost open architecture platform, designed to help close the advice gap. Embark said the platform would “materially disrupt the current platform market”, delivering a cost-effective service to mass affluent consumers with between £25,000 and £150,000 to invest. Users of the platform will have access to over 4,000 mutual...

  • Multi-pot capability across wrappers: Giving clients control and composure

    31 October 2017

    “What are your plans for retirement?” This simple question leads very quickly into a complexity of choice and risk, the landscape in which financial advisers operate, as they solve problems for their clients, says Patrick Ingram, Retirement Specialist at Parmenion. Let us take the everyday situation of a couple approaching their 65th birthdays. They...

  • Standard Life responds to Elevate users’ feedback

    4 October 2017

    Standard Life has simplified its adviser platform Elevate, a year after acquiring it from Axa. Standard Life said the improvements were focused on increasing platform efficiency, ease of use and delivering client value, and came as a direct result of feedback from Elevate users and adviser research carried out following its acquisition. The key...