Exchange-traded fund use on the up, but many IFAs unconvinced by benefits over traditional passives.
Threesixty Services deems new service “the best risk profiling solution currently available”.
Simulator designed to help advisers easier explain guaranteed income options to at-retirement clients.
Tisa estimates industry costs from pension transfers and consolidation will amount to tens of millions of pounds during 2015.
Firm’s head of retail warns against dangers of cash saving and relying on property price inflation.
The organisation has 23 IFAs on the portal and another 20 waiting for approval.
Analysis & Opinion
Most companies have spam policies but 79 per cent of them rely on their employees not opening malicious emails that have got past the filter
The safe and speedy electronic transfer of clients’ pension assets is worth fighting for
A decade ago, the UK modelled its platforms on Australian examples. It’s time we learned from them again, says Mark Polson.
The provision of automated advice will find little progress until regulatory hurdles are overcome
From Pensions| Oct 13, 2014
Transfer volumes up by 10 per cent since the start of the second quarter.
Oct 09, 2014
Uncertainty around costs is one of the biggest barriers to advice, says PFS chief executive.
Oct 08, 2014
Managing director predicts half of adviser population will be in some sort of restricted deal in next few years.
Oct 08, 2014
Tax relief misclaims now being corrected.
Oct 02, 2014
Firm also plans to launch tool to help advisers complete all appropriate forms by entering details only once.
From Investments| Sep 23, 2014
Platform currently “testing and learning” to create tool advisers can use to lure future customers.
From Insurance| Sep 19, 2014
UnderwriteMe boss claims adoption of his softwawre by insurers should make buying process easier.