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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

Your Business| Feb 17, 2015

Nucleus lines up launch of online education hub

“Advisers are seeking more independent information... to share best practice with their peers.”

Feb 13, 2015

National adviser plots remote service ahead of sunset clause

Existing employee benefit capabilities will be rolled out in the run-up to - and beyond - the April at-retirement reforms.

Feb 12, 2015

Provider launches ‘information tree’ for post-April options

Tool signposts people to the government’s guidance guarantee service as well as regulated advice.

From Investments| Feb 06, 2015

Novia launches new client portal

Investor Zone features up-to-date valuations and withdrawals, along with a range of customer documents.

Feb 03, 2015

Defaqto launches 2015 star ratings system

Independent ratings cover general insurance, life and protection, self-invested personal pensions, and investments.

Jan 29, 2015

Mutual rolls out ‘virtual face-to-face’ advice service

Financial consultants could save up to 2.5 hours per meeting by doing things remotely, firm claims.

Analysis & Opinion
Technology: Freedom isn’t free

Feb 23, 2015

Technology: Freedom isn’t free

Advisers don’t value data security as much as they think they do, says Mark Polson

Tech spotlight: It is you who is imperfect

Jan 22, 2015

Tech spotlight: It is you who is imperfect

The weak link in most machinery, isn’t actually in the machinery, says Mark Polson.

Recent Articles
  1. Electronic transfers and re-reg continue to increase
    From Pensions| Jan 22, 2015

    Electronic transfers and re-reg continue to increase

    Fourteen of the top 20 adviser platforms now live with electronic transfers, representing over 80 per cent of assets under administration.

  2. HomeLoan Partnership launches online portal
    Jan 22, 2015

    HomeLoan Partnership launches online portal

    New system will allow advisers and clients to get applications done more quickly and efficiently.

  3. Ipipeline and Openwork launch protection service
    Companies & People| Jan 21, 2015

    Ipipeline and Openwork launch protection service

    Proposition is a new protection quote service.

  4. Intelliflo unveils adviser portal updates
    Jan 21, 2015

    Intelliflo unveils adviser portal updates

    Update due to go live in July for all users of Intelligent Office.

  5. Tax-efficient funds lining up for platform launch
    From Investments| Jan 14, 2015

    Tax-efficient funds lining up for platform launch

    Talks with big name platforms “beyond concept” with first launches due “very shortly”.

  6. LV updates adviser tool to reflect pension reforms
    Jan 14, 2015

    LV updates adviser tool to reflect pension reforms

    App now takes into account managed drawdown and full and partial drawdown options.

  7. Standard Life rolls out platform upgrades
    From Investments| Jan 14, 2015

    Standard Life rolls out platform upgrades

    Wrap planning investment selection tool, adviser dashboard and range of new reporting options over course of 2015.

  8. Exeter now gives instant decision to six out of 10
    From Insurance| Jan 13, 2015

    Exeter now gives instant decision to six out of 10

    Insurer says new technology makes advisers’ life easier.

  9. Lighthouse to launch online advice service
    Jan 09, 2015

    Lighthouse to launch online advice service

    Service will be trialled with selected partners for initial six month period.

  10. Half of advisers do not use social media: Apfa
    Jan 06, 2015

    Half of advisers do not use social media: Apfa

    Survey finds 37 per cent of advisers are not aware of the regulations around financial services and social media.

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