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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

Aug 28, 2014

National Audit Office criticises HMRC tech contracting

NAO estimates a £6.3bn overspend during the life of the contract.

Aug 26, 2014

Technology Spotlight: The appliance of science to clients

In this month’s Technology Spotlight, Mark Polson highlights why more attention should be paid by technology providers to how their products are used.

Aug 14, 2014

Skandia creates technical info site for advisers

Hub replaces previous publication and will shortly be available as a mobile app.

Aug 13, 2014

Advisers must move on from baby boomer bias: Vanguard

Better communication with middle-aged savers and discussions over baby boomer client heirs deemed necessary.

From Pensions| Aug 08, 2014

Providers play down barriers to pension freedom

L&G says an estimated 97 per cent of customers will not have penalty for encashment or transfer after age 55.

Aug 08, 2014

Former adviser launches suitability report app

New firm responds to increased report writing regulatory burden with software solution.

Analysis & Opinion
FCA must get up to speed on social media

Aug 28, 2014

FCA must get up to speed on social media

The FCA needs to get with it online

The appliance of science to clients

Aug 26, 2014

The appliance of science to clients

Technology providers would do well to pay attention to how their products are used, says Mark Polson.

‘Caveat emptor’ should surely apply to Twitter

Jon Cudby| Aug 21, 2014

‘Caveat emptor’ should surely apply to Twitter

The FCA’s consultation on social media reveals an urge to tinker, despite the area being impossible to regulate

Aug 13, 2014

Solutions for our ecosystem

Technology can play a role in driving a nationwide savings culture

Recent Articles
  1. Five anti-social messages from FCA social media rules
    FTAdviser Blog| Aug 06, 2014

    Five anti-social messages from FCA social media rules

    The Financial Conduct Authority clarifies what you should and should not do online.

  2. From Investments| Aug 06, 2014

    Comparing bond funds

    How to better position portfolios

  3. Friends Life changes commission policy
    Aug 06, 2014

    Friends Life changes commission policy

    Pension provider adopts two phase approach to new charging rules.

  4. Advisers split on post-RDR report writing burden
    Companies & People| Jul 25, 2014

    Advisers split on post-RDR report writing burden

    Suggestion that client reports take significantly longer to compile post-RDR not shared by all advisers.

  5. Technology spotlight: Fear factory
    Jul 24, 2014

    Technology spotlight: Fear factory

    The FCA’s latest thematic review could encourage innovation in a platform market in danger of stagnating, says Mark Polson.

  6. LV pioneers automated annuity applications
    From Pensions| Jul 23, 2014

    LV pioneers automated annuity applications

    Paperless system simplifies the application process for advisers and clients.

  7. Are ‘virtual’ advisers passing on or pocketing savings?
    Jul 22, 2014

    Are ‘virtual’ advisers passing on or pocketing savings?

    IFA suspects any cost savings an adviser achieves by operating ‘virtually’ will be used to increase profit.

  8. First UK peer-to-peer lending portal for advisers launches
    Jul 17, 2014

    First UK peer-to-peer lending portal for advisers launches

    The new portal is the first company worldwide to be risk-rated by data company FE.

  9. Jul 17, 2014

    Talkwaker targets social media

    A free social media search and analytics engine has been made available to advisers in an effort to help them “engage with” and better “understand”...

  10. Portfolio software part of Beacon’s growth plans
    Jul 16, 2014

    Portfolio software part of Beacon’s growth plans

    Chartered financial planning firm anticipates funds under administration to double within five years.

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