“Advisers are seeking more independent information... to share best practice with their peers.”
Existing employee benefit capabilities will be rolled out in the run-up to - and beyond - the April at-retirement reforms.
Tool signposts people to the government’s guidance guarantee service as well as regulated advice.
Investor Zone features up-to-date valuations and withdrawals, along with a range of customer documents.
Independent ratings cover general insurance, life and protection, self-invested personal pensions, and investments.
Financial consultants could save up to 2.5 hours per meeting by doing things remotely, firm claims.
Analysis & Opinion
From Pensions| Jan 22, 2015
Fourteen of the top 20 adviser platforms now live with electronic transfers, representing over 80 per cent of assets under administration.
Jan 22, 2015
New system will allow advisers and clients to get applications done more quickly and efficiently.
Jan 21, 2015
Update due to go live in July for all users of Intelligent Office.
Jan 14, 2015
App now takes into account managed drawdown and full and partial drawdown options.
From Insurance| Jan 13, 2015
Insurer says new technology makes advisers’ life easier.
Jan 09, 2015
Service will be trialled with selected partners for initial six month period.
Jan 06, 2015
Survey finds 37 per cent of advisers are not aware of the regulations around financial services and social media.