We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

Oct 15, 2014

Aegon launches adviser guaranteed income tool

Simulator designed to help advisers easier explain guaranteed income options to at-retirement clients.

From Pensions| Oct 15, 2014

Pension cash transfers to treble in 2014

Tisa estimates industry costs from pension transfers and consolidation will amount to tens of millions of pounds during 2015.

Oct 15, 2014

Blackrock launches adviser tool to drive income investment

Firm’s head of retail warns against dangers of cash saving and relying on property price inflation.

From Investments| Oct 13, 2014

Ratesetter launches adviser portal

The organisation has 23 IFAs on the portal and another 20 waiting for approval.

From Pensions| Oct 13, 2014

Electronic transfers and re-registrations continue to rise

Transfer volumes up by 10 per cent since the start of the second quarter.

Companies & People| Oct 10, 2014

Nest set to open doors to advisers

Upgrade will mean intermediaries can set themselves up and view all of their employer relationships.

Analysis & Opinion

Oct 15, 2014

’Pot-follows-member’ challenges ahead

The safe and speedy electronic transfer of clients’ pension assets is worth fighting for

Utterly buttery

Sep 24, 2014

Utterly buttery

A decade ago, the UK modelled its platforms on Australian examples. It’s time we learned from them again, says Mark Polson.

Scepticism reins over automated advice

From Regulation| Sep 10, 2014

Scepticism reins over automated advice

The provision of automated advice will find little progress until regulatory hurdles are overcome

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

Recent Articles
  1. Cost uncertainty is biggest barrier to advice: PFS
    Oct 09, 2014

    Cost uncertainty is biggest barrier to advice: PFS

    Uncertainty around costs is one of the biggest barriers to advice, says PFS chief executive.

  2. Restricted national backs outsourcing to boost growth
    Oct 08, 2014

    Restricted national backs outsourcing to boost growth

    Managing director predicts half of adviser population will be in some sort of restricted deal in next few years.

  3. Hornbuckle digital move will uncover legacy errors
    Oct 08, 2014

    Hornbuckle digital move will uncover legacy errors

    Tax relief misclaims now being corrected.

  4. Novia partners with Iboss investment service
    From Investments| Oct 07, 2014

    Novia partners with Iboss investment service

    White-labelled portfolio management service will be available on wrap from November.

  5. Sipp and Ssas provider updates website for advisers
    Oct 02, 2014

    Sipp and Ssas provider updates website for advisers

    Firm also plans to launch tool to help advisers complete all appropriate forms by entering details only once.

  6. Zurich platform cuts re-reg time by 50%
    From Investments| Sep 30, 2014

    Zurich platform cuts re-reg time by 50%

    Slashed re-registration times follows the adoption of Origo’s Options Transfers service.

  7. Another wrap to launch white label DIY service for advisers
    From Investments| Sep 23, 2014

    Another wrap to launch white label DIY service for advisers

    Platform currently “testing and learning” to create tool advisers can use to lure future customers.

  8. Protection comparison software to tackle difficulties
    From Insurance| Sep 19, 2014

    Protection comparison software to tackle difficulties

    UnderwriteMe boss claims adoption of his softwawre by insurers should make buying process easier.

  9. Ascentric sees profits plummet due to tech upgrade
    Companies & People| Sep 17, 2014

    Ascentric sees profits plummet due to tech upgrade

    Wrap spends £1.6m last year on back office systems revamp with Bravura.

  10. IG Group slams ‘basic and opaque’ trading platforms
    Sep 15, 2014

    IG Group slams ‘basic and opaque’ trading platforms

    Online trading firm criticises rival’s “outdated and under-invested technology”.

More on FTAdviser
FTA jobs