Professional Adviser www.professionaladviser.com Defaqto CEO: We want to understand advisers' needs even more <img alt="Defaqto CEO: We want to understand advisers&#39; needs even more" src="https://www.professionaladviser.com/api/v1/wps/27183bf/2b61dce3-8492-4e7e-b849-1a1283b36476/4/John-Milliken-CEO-Defaqto-185x114.jpg" /> <p><!--summary start--> Ahead of Defaqto’s 30th birthday in April, chief executive John Milliken reflects with Hope Coumbe on the firm’s successes and challenges and outlines bold plans for its future in the financial planning world… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/27183bf/2b61dce3-8492-4e7e-b849-1a1283b36476/4/John-Milliken-CEO-Defaqto-185x114.jpg https://www.professionaladviser.com/feature/4158423/defaqto-ceo-understand-advisers https://www.professionaladviser.com/feature/4158423/defaqto-ceo-understand-advisers https://www.professionaladviser.com/feature/4158423/defaqto-ceo-understand-advisers Wed, 20 Dec 2023 08:01:34 +0000 Robo advice market predicted to hit £4.6trn in the next four years <img alt="Robo advice market predicted to hit £4.6trn in the next four years" src="https://www.professionaladviser.com/api/v1/wps/a4e87f3/2962f39d-46ba-4417-a21f-5773286865d0/4/iStock-1480076178-185x114.jpg" /> <p><!--summary start--> Assets managed by robo-advisers are set to reach $5.9trn (£4.6trn) by 2027, according to latest market predictions from PwC. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a4e87f3/2962f39d-46ba-4417-a21f-5773286865d0/4/iStock-1480076178-185x114.jpg https://www.professionaladviser.com/news/4119772/robo-advice-market-predicted-hit-gbp-6trn https://www.professionaladviser.com/news/4119772/robo-advice-market-predicted-hit-gbp-6trn https://www.professionaladviser.com/news/4119772/robo-advice-market-predicted-hit-gbp-6trn Mon, 10 Jul 2023 11:16:18 +0000 ChatGPT means each firm could only need one human adviser <img alt="ChatGPT means each firm could only need one human adviser" src="https://www.professionaladviser.com/api/v1/wps/5b81c75/1fb6f672-1a9c-4c43-bf95-4dece1babe62/1/iStock-1462024468-185x114.jpg" /> <p><!--summary start--> Integration of fintech that uses ChatGPT and artificial intelligence (AI) into advice theoretically means each firm would need just one human adviser in the future, according to AdviceBridge. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5b81c75/1fb6f672-1a9c-4c43-bf95-4dece1babe62/1/iStock-1462024468-185x114.jpg https://www.professionaladviser.com/news/4118006/chatgpt-means-firm-human-adviser https://www.professionaladviser.com/news/4118006/chatgpt-means-firm-human-adviser https://www.professionaladviser.com/news/4118006/chatgpt-means-firm-human-adviser Thu, 15 Jun 2023 06:00:22 +0000 Artificial intelligence a disruption not a threat to advisers' jobs <img alt="Artificial intelligence a disruption not a threat to advisers&#39; jobs" src="https://www.professionaladviser.com/api/v1/wps/6d940b2/445f7687-9b09-4806-b9d6-0eb6e681303e/3/iStock-1463261378-185x114.jpg" /> <p><!--summary start--> Artificial intelligence (AI) “does not pose a threat” to financial advisers’ jobs, delegates heard. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6d940b2/445f7687-9b09-4806-b9d6-0eb6e681303e/3/iStock-1463261378-185x114.jpg https://www.professionaladviser.com/news/4116001/artificial-intelligence-disruption-threat-advisers-jobs https://www.professionaladviser.com/news/4116001/artificial-intelligence-disruption-threat-advisers-jobs https://www.professionaladviser.com/news/4116001/artificial-intelligence-disruption-threat-advisers-jobs Fri, 19 May 2023 07:00:25 +0000 PA360: Solid third party relationships crucial for tackling cyber risks <img alt="PA360: Solid third party relationships crucial for tackling cyber risks" src="https://www.professionaladviser.com/api/v1/wps/ff92c88/ed1cdecf-2eb9-49ad-806f-6bf1e9bd9bd1/2/cyber-185x114.jpg" /> <p><!--summary start--> Working with third parties to improve cybersecurity can be an essential way to improve operation resilience, especially for smaller firms, according to Saunderson House. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ff92c88/ed1cdecf-2eb9-49ad-806f-6bf1e9bd9bd1/2/cyber-185x114.jpg https://www.professionaladviser.com/news/4112851/pa360-solid-party-relationships-crucial-tackling-cyber-risks https://www.professionaladviser.com/news/4112851/pa360-solid-party-relationships-crucial-tackling-cyber-risks https://www.professionaladviser.com/news/4112851/pa360-solid-party-relationships-crucial-tackling-cyber-risks Wed, 26 Apr 2023 11:16:39 +0000 FNZ and Virgin Money launch digital investment platform <img alt="FNZ and Virgin Money launch digital investment platform" src="https://www.professionaladviser.com/api/v1/wps/6097460/7beadb61-c9bc-47fd-b506-64a776a74149/5/iStock-958487764-roi-1-185x114.jpg" /> <p><!--summary start--> Global wealth management platform FNZ and Virgin Money have partnered to launch a new digital investment solution for UK retail investors. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6097460/7beadb61-c9bc-47fd-b506-64a776a74149/5/iStock-958487764-roi-1-185x114.jpg https://www.professionaladviser.com/news/4112087/fnz-virgin-money-launch-digital-investment-platform https://www.professionaladviser.com/news/4112087/fnz-virgin-money-launch-digital-investment-platform https://www.professionaladviser.com/news/4112087/fnz-virgin-money-launch-digital-investment-platform Thu, 13 Apr 2023 11:23:22 +0000 Open Advice eyes venture capital backing and secures £150,000   <img alt="Open Advice eyes venture capital backing and secures £150,000  " src="https://www.professionaladviser.com/api/v1/wps/2a864c8/8a8c4979-7c92-4ea0-be8a-3e39239ccd77/4/iStock-1183384612-1-roi-1-185x114.jpg" /> <p><!--summary start--> Hybrid advice platform Open Advice has secured a £150,000 investment from London-based technology venture capital fund manager Symvan Capital. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2a864c8/8a8c4979-7c92-4ea0-be8a-3e39239ccd77/4/iStock-1183384612-1-roi-1-185x114.jpg https://www.professionaladviser.com/news/4111904/open-advice-eyes-venture-capital-backing-secures-gbp150 https://www.professionaladviser.com/news/4111904/open-advice-eyes-venture-capital-backing-secures-gbp150 https://www.professionaladviser.com/news/4111904/open-advice-eyes-venture-capital-backing-secures-gbp150 Tue, 11 Apr 2023 10:41:27 +0000 GBST rebrands as part of business transformation project <img alt="GBST rebrands as part of business transformation project " src="https://www.professionaladviser.com/api/v1/wps/c9a07c8/299dc20e-3537-4a61-9d1b-62c307f9a2d0/2/iStock-1463237788-185x114.jpg" /> <p><!--summary start--> Technology provider GBST has rebranded itself by coming up with new words for its acronym – Global Business Solution Technology. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c9a07c8/299dc20e-3537-4a61-9d1b-62c307f9a2d0/2/iStock-1463237788-185x114.jpg https://www.professionaladviser.com/news/4080645/gbst-rebrands-business-transformation-project https://www.professionaladviser.com/news/4080645/gbst-rebrands-business-transformation-project https://www.professionaladviser.com/news/4080645/gbst-rebrands-business-transformation-project Thu, 16 Mar 2023 12:29:44 +0000 Are small advice firms about to be wiped out by ChatGPT? <img alt="Are small advice firms about to be wiped out by ChatGPT?" src="https://www.professionaladviser.com/api/v1/wps/c6453df/51e66a50-7722-4051-a9d4-1e8f6598b467/2/1200px-Skynet-Terminator-logo-185x114.png" /> <p><!--summary start--> Bruce Ely-Johnston explores the potential of ChatGPT in the advice world and warns small firms they need to be on their guard... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c6453df/51e66a50-7722-4051-a9d4-1e8f6598b467/2/1200px-Skynet-Terminator-logo-185x114.png https://www.professionaladviser.com/opinion/4080516/small-advice-firms-about-wiped-chatgpt https://www.professionaladviser.com/opinion/4080516/small-advice-firms-about-wiped-chatgpt https://www.professionaladviser.com/opinion/4080516/small-advice-firms-about-wiped-chatgpt Thu, 16 Mar 2023 07:08:43 +0000 Swipe right: Matching pensions to dashboard users <img alt="Swipe right: Matching pensions to dashboard users " src="https://www.professionaladviser.com/api/v1/wps/66940f1/e78651d2-0408-4d39-90be-e3941d4ae988/3/iStock-850583632-185x114.jpg" /> <p><!--summary start--> Andrew Martin looks at the pensions dashboard project through the lens of data matching and dating apps... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/66940f1/e78651d2-0408-4d39-90be-e3941d4ae988/3/iStock-850583632-185x114.jpg https://www.professionaladviser.com/news/4077026/swipe-matching-pensions-dashboard-users https://www.professionaladviser.com/news/4077026/swipe-matching-pensions-dashboard-users https://www.professionaladviser.com/news/4077026/swipe-matching-pensions-dashboard-users Mon, 6 Mar 2023 14:16:57 +0000 Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023 <img alt="Defaqto to add cashflow modelling to &#39;Engage&#39; adviser tool in 2023" src="https://www.professionaladviser.com/api/v1/wps/524edaa/1f95ccc3-39ed-4a43-b5b6-c73a23b56443/1/iStock-1353233965-185x114.jpg" /> <p><!--summary start--> Defaqto will add cashflow modelling to its ‘Defaqto Engage’ tool from next year in a bid to offer a “fully integrated” financial planning service. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/524edaa/1f95ccc3-39ed-4a43-b5b6-c73a23b56443/1/iStock-1353233965-185x114.jpg https://www.professionaladviser.com/news/4061361/defaqto-add-cashflow-modelling-‘engage-adviser-tool-2023 https://www.professionaladviser.com/news/4061361/defaqto-add-cashflow-modelling-‘engage-adviser-tool-2023 https://www.professionaladviser.com/news/4061361/defaqto-add-cashflow-modelling-‘engage-adviser-tool-2023 Wed, 7 Dec 2022 15:32:17 +0000 Dunstan Thomas promotes Ihab El-Saie to CEO <img alt="Dunstan Thomas promotes Ihab El-Saie to CEO" src="https://www.professionaladviser.com/api/v1/wps/013342d/9ae18068-7a9e-4328-9167-e94516e93ef3/9/Left-to-Right-Chris-Read-and-Ihab-El-Saie-New-CEO-of-Dunstan-Thomas-roi-1-185x114.jpg" /> <p><!--summary start--> Retirement technology provider Dunstan Thomas has promoted its chief operating officer Ihab El-Saie to chief executive as long-standing CEO Chris Read moves to a senior position at parent company Curtis Banks. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/013342d/9ae18068-7a9e-4328-9167-e94516e93ef3/9/Left-to-Right-Chris-Read-and-Ihab-El-Saie-New-CEO-of-Dunstan-Thomas-roi-1-185x114.jpg https://www.professionaladviser.com/news/4052281/dunstan-thomas-promotes-ihab-el-saie-ceo https://www.professionaladviser.com/news/4052281/dunstan-thomas-promotes-ihab-el-saie-ceo https://www.professionaladviser.com/news/4052281/dunstan-thomas-promotes-ihab-el-saie-ceo Mon, 4 Jul 2022 09:15:29 +0000 1.5m UK adults retire with outstanding home loans - LV= <img alt="1.5m UK adults retire with outstanding home loans - LV=" src="https://www.professionaladviser.com/api/v1/wps/67a2926/a5e6dfdd-3282-494a-9cf1-8226f9763308/3/Home-loans-185x114.jpg" /> <p><!--summary start--> Over one in ten retirees still had mortgage debt when they retired, of which 9% were on a repayment mortgage and 4% had an interest-only mortgage, according to recent research from LV=. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/67a2926/a5e6dfdd-3282-494a-9cf1-8226f9763308/3/Home-loans-185x114.jpg https://www.professionaladviser.com/news/4051806/uk-adults-retire-outstanding-home-loans-lv https://www.professionaladviser.com/news/4051806/uk-adults-retire-outstanding-home-loans-lv https://www.professionaladviser.com/news/4051806/uk-adults-retire-outstanding-home-loans-lv Fri, 24 Jun 2022 10:10:22 +0000 Aviva Financial Advice expands into annuities <img alt="Aviva Financial Advice expands into annuities" src="https://www.professionaladviser.com/api/v1/wps/67f948f/0eabcc34-6f3b-494c-80fc-615befa7f9cb/15/Rob-Barker-2-185x114.jpg" /> <p><!--summary start--> Aviva Financial Advice has launched a whole of market advice panel for annuities replacing the previous "referral model". <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/67f948f/0eabcc34-6f3b-494c-80fc-615befa7f9cb/15/Rob-Barker-2-185x114.jpg https://www.professionaladviser.com/news/4043721/aviva-financial-advice-expands-annuities https://www.professionaladviser.com/news/4043721/aviva-financial-advice-expands-annuities https://www.professionaladviser.com/news/4043721/aviva-financial-advice-expands-annuities Mon, 24 Jan 2022 10:03:05 +0000 End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter <img alt="End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter" src="https://www.professionaladviser.com/api/v1/wps/324bbf5/c657453e-879c-4305-b3a8-ef1fcae2de0c/12/nhs-185x114.jpg" /> <p><!--summary start--> In fear of facing a financial penalty, thousands of nurses and doctors who gave up retirement to help out during the Covid-19 crisis could leave the NHS in March 2022, according to new data obtained by Quilter. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/324bbf5/c657453e-879c-4305-b3a8-ef1fcae2de0c/12/nhs-185x114.jpg https://www.professionaladviser.com/news/4043346/end-covid-pension-rules-nhs-staff-retire-march-quilter https://www.professionaladviser.com/news/4043346/end-covid-pension-rules-nhs-staff-retire-march-quilter https://www.professionaladviser.com/news/4043346/end-covid-pension-rules-nhs-staff-retire-march-quilter Mon, 17 Jan 2022 10:22:22 +0000 Government's plans to raise pension age by 2039 'blown out of the water' - LCP <img alt="Government&#39;s plans to raise pension age by 2039 &#39;blown out of the water&#39; - LCP " src="https://www.professionaladviser.com/api/v1/wps/56fae55/6a57e43f-900e-482a-942b-bd83a568b01b/8/age-2814935-960-720-185x114.jpg" /> <p><!--summary start--> Twenty million adults could be in line for "state pension age reprieve" as life expectancy improvements "collapsed" even before the pandemic, according to an analysis of population projections by consultants LCP. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/56fae55/6a57e43f-900e-482a-942b-bd83a568b01b/8/age-2814935-960-720-185x114.jpg https://www.professionaladviser.com/news/4042254/government-plans-raise-pension-age-2039-blown-water-lcp https://www.professionaladviser.com/news/4042254/government-plans-raise-pension-age-2039-blown-water-lcp https://www.professionaladviser.com/news/4042254/government-plans-raise-pension-age-2039-blown-water-lcp Fri, 17 Dec 2021 13:01:19 +0000 PLSA launches dashboard guide with 26 urgent issues <img alt="PLSA launches dashboard guide with 26 urgent issues" src="https://www.professionaladviser.com/api/v1/wps/7c9ce5c/2f0312af-004a-4bbe-a461-925c3973a923/5/speed-ge1008ca12-1920-185x114.jpg" /> <p><!--summary start--> The Pensions and Lifetime Savings Association (PLSA) has launched a pensions dashboards guide to assist with decisions required for initial dashboards. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7c9ce5c/2f0312af-004a-4bbe-a461-925c3973a923/5/speed-ge1008ca12-1920-185x114.jpg https://www.professionaladviser.com/news/4042205/plsa-launches-dashboard-guide-26-urgent-issues https://www.professionaladviser.com/news/4042205/plsa-launches-dashboard-guide-26-urgent-issues https://www.professionaladviser.com/news/4042205/plsa-launches-dashboard-guide-26-urgent-issues Thu, 16 Dec 2021 15:01:19 +0000 Altus and ITM partner to deliver pensions dashboard <img alt="Altus and ITM partner to deliver pensions dashboard" src="https://www.professionaladviser.com/api/v1/wps/a6ff389/c7ac52cd-316a-4f96-8e55-82c17d069adf/11/Cocks-Ben-2-colour-185x114.jpg" /> <p><!--summary start--> Financial services consultancy and software provider Altus and pension data specialist ITM have joined forces to become a commercial pensions dashboards Integrated Service Provider (ISP). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a6ff389/c7ac52cd-316a-4f96-8e55-82c17d069adf/11/Cocks-Ben-2-colour-185x114.jpg https://www.professionaladviser.com/news/4040877/altus-itm-partner-deliver-pensions-dashboard https://www.professionaladviser.com/news/4040877/altus-itm-partner-deliver-pensions-dashboard https://www.professionaladviser.com/news/4040877/altus-itm-partner-deliver-pensions-dashboard Tue, 23 Nov 2021 11:56:03 +0000 Falling gilt yields drive DB transfer values to record high - XPS <img alt="Falling gilt yields drive DB transfer values to record high - XPS" src="https://www.professionaladviser.com/api/v1/wps/2819741/ad852aeb-446e-4485-9d05-d3fe6fe0653a/10/Mark-Barlow-roi-1-185x114.jpeg" /> <p><!--summary start--> XPS Pension Group’s transfer value index rebounded during the month, with DB pension transfer values hitting a new record high of £265,200 on 28 October, before falling back to end the month at £260,000, according to the group. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2819741/ad852aeb-446e-4485-9d05-d3fe6fe0653a/10/Mark-Barlow-roi-1-185x114.jpeg https://www.professionaladviser.com/news/4040636/falling-gilt-yields-drive-db-transfer-values-record-xps https://www.professionaladviser.com/news/4040636/falling-gilt-yields-drive-db-transfer-values-record-xps https://www.professionaladviser.com/news/4040636/falling-gilt-yields-drive-db-transfer-values-record-xps Thu, 18 Nov 2021 11:42:09 +0000 ESG calculators launch to increase investor sustainability insight <img alt="ESG calculators launch to increase investor sustainability insight" src="https://www.professionaladviser.com/api/v1/wps/78f5a26/6af46822-6e51-4b1d-8ede-f44204aab178/14/esg-sustainability-markets-185x114.jpeg" /> <p><!--summary start--> Pension provider Scottish Widows and platform 7IM have launched separate ESG calculators to give clients greater insight into their funds’ sustainability performance. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/78f5a26/6af46822-6e51-4b1d-8ede-f44204aab178/14/esg-sustainability-markets-185x114.jpeg https://www.professionaladviser.com/news/4039926/esg-calculators-launch-increase-investor-sustainability-insight https://www.professionaladviser.com/news/4039926/esg-calculators-launch-increase-investor-sustainability-insight https://www.professionaladviser.com/news/4039926/esg-calculators-launch-increase-investor-sustainability-insight Tue, 9 Nov 2021 11:44:34 +0000 Annuities could get boost from interest rate rise - Hargreaves <img alt="Annuities could get boost from interest rate rise - Hargreaves" src="https://www.professionaladviser.com/api/v1/wps/359540e/46a2c9ab-b21f-4aa9-8d82-bb245ce250a8/8/morrissey-helen-oct10-185x114.jpg" /> <p><!--summary start--> The Bank of England will meet to discuss interest rates tomorrow (Nov 4) with any potantial increase resulting in more attractive annuity rates. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/359540e/46a2c9ab-b21f-4aa9-8d82-bb245ce250a8/8/morrissey-helen-oct10-185x114.jpg https://www.professionaladviser.com/news/4039720/annuities-boost-interest-rate-rise https://www.professionaladviser.com/news/4039720/annuities-boost-interest-rate-rise https://www.professionaladviser.com/news/4039720/annuities-boost-interest-rate-rise Wed, 3 Nov 2021 16:07:30 +0000 Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax <img alt="Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax" src="https://www.professionaladviser.com/api/v1/wps/3fed8fd/88c7257c-86f7-4e29-bb46-ffe703603b38/7/nhs-doctor-using-a-computer-185x114.jpg" /> <p><!--summary start--> Quilter has uncovered through a Freedom of Information (FOI) request that around 400 NHS doctors have paid more than £11m in unnecessary Lifetime Allowance (LTA) charges. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3fed8fd/88c7257c-86f7-4e29-bb46-ffe703603b38/7/nhs-doctor-using-a-computer-185x114.jpg https://www.professionaladviser.com/news/4039535/quilter-foi-reveals-hundreds-doctors-overpaid-gbp11m-pension-tax https://www.professionaladviser.com/news/4039535/quilter-foi-reveals-hundreds-doctors-overpaid-gbp11m-pension-tax https://www.professionaladviser.com/news/4039535/quilter-foi-reveals-hundreds-doctors-overpaid-gbp11m-pension-tax Mon, 1 Nov 2021 12:36:40 +0000 TenetConnect to compensate client despite belief it did not offer advice <img alt="TenetConnect to compensate client despite belief it did not offer advice" src="https://www.professionaladviser.com/api/v1/wps/792b1da/3c514e71-7ac1-4944-9dcc-f7e0160d0217/14/pa-compensation-1-definition-185x114.jpeg" /> <p><!--summary start--> The Financial Ombudsman Service (FOS) has sided with a client who claimed that adviser firm TenetConnect failed to give her suitable advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/792b1da/3c514e71-7ac1-4944-9dcc-f7e0160d0217/14/pa-compensation-1-definition-185x114.jpeg https://www.professionaladviser.com/news/4038850/tenetconnect-compensate-client-despite-belief-offer-advice https://www.professionaladviser.com/news/4038850/tenetconnect-compensate-client-despite-belief-offer-advice https://www.professionaladviser.com/news/4038850/tenetconnect-compensate-client-despite-belief-offer-advice Mon, 1 Nov 2021 08:24:56 +0000 PDP seeks three dashboard technology testers <img alt="PDP seeks three dashboard technology testers" src="https://www.professionaladviser.com/api/v1/wps/de20efd/bb0d0f57-d988-4a84-958a-679ad4dafa3b/6/office-g255725be7-1920-185x114.jpg" /> <p><!--summary start--> The Pensions Dashboards Programme (PDP) has called for organisations that intend to become dashboard providers to support with testing its technology. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/de20efd/bb0d0f57-d988-4a84-958a-679ad4dafa3b/6/office-g255725be7-1920-185x114.jpg https://www.professionaladviser.com/news/4038216/pdp-seeks-dashboard-technology-testers https://www.professionaladviser.com/news/4038216/pdp-seeks-dashboard-technology-testers https://www.professionaladviser.com/news/4038216/pdp-seeks-dashboard-technology-testers Wed, 6 Oct 2021 11:33:25 +0000 Robert Cochran: Financial connectivity to 'revolutionise and simplify' pensions <p><!--summary start--> The future of pensions is in the palm of our hands, writes Robert Cochran. Here he explores the seemingly endless possibilities... <!--summary end--></p> https://www.professionaladviser.com/opinion/4033062/robert-cochran-financial-connectivity-revolutionise-simplify-pensions https://www.professionaladviser.com/opinion/4033062/robert-cochran-financial-connectivity-revolutionise-simplify-pensions Thu, 24 Jun 2021 11:33:15 +0000 Single-day pension transfers rise but average completion time dips - Origo <p><!--summary start--> More than £2bn in pension transfers was completed within a single day last year but the average length of time to complete a retirement fund shift marginally increased to 11.9 days, data from Origo shows. <!--summary end--></p> https://www.professionaladviser.com/news/4026406/single-day-pension-transfers-rise-average-completion-dips-origo https://www.professionaladviser.com/news/4026406/single-day-pension-transfers-rise-average-completion-dips-origo Thu, 28 Jan 2021 10:54:53 +0000 Momentum Pensions rebrands SIPP business to iPensions Group <p><!--summary start--> Momentum Pensions has rebranded its self-invested personal pensions (SIPP) business to iPensions Group. <!--summary end--></p> https://www.professionaladviser.com/news/4018029/momentum-pensions-rebrands-sipp-business-ipensions-group https://www.professionaladviser.com/news/4018029/momentum-pensions-rebrands-sipp-business-ipensions-group Tue, 21 Jul 2020 09:39:35 +0000 'Busy summer ahead' as pensions dashboard project gathers pace <p><!--summary start--> The pensions industry should expect a busy rest of the year as work on the pensions dashboard begins to ramp up, according to Pensions Dashboard Programme (PDP) principal Chris Curry. <!--summary end--></p> https://www.professionaladviser.com/news/4017847/busy-summer-ahead-pensions-dashboard-project-gathers-pace https://www.professionaladviser.com/news/4017847/busy-summer-ahead-pensions-dashboard-project-gathers-pace Wed, 15 Jul 2020 15:14:16 +0000 Mark Loosmore: This means everything to me <p><!--summary start--> A couple of months ago, writes Mark Loosmore, he went to see the man behind what is popularly considered to be the best British gig of all time... <!--summary end--></p> https://www.professionaladviser.com/opinion/4008014/mark-loosmore-means-everything https://www.professionaladviser.com/opinion/4008014/mark-loosmore-means-everything Mon, 9 Dec 2019 16:20:01 +0000 Marilyn Cole & Vinay Jayaram: How to solve the retirement puzzle <p><!--summary start--> The significant issues facing those set to retire over the next two decades could well be solved by digitisation, write Marilyn Cole and Vinay Jayaram - just so long as it is done right <!--summary end--></p> https://www.professionaladviser.com/opinion/3079361/marilyn-cole-vinay-jayaram-solve-retirement-puzzle https://www.professionaladviser.com/opinion/3079361/marilyn-cole-vinay-jayaram-solve-retirement-puzzle Mon, 22 Jul 2019 15:00:00 +0000 Anthony Rafferty: How should pensions dashboards be implemented? <p><!--summary start--> Following MAPS' appointment of Angela Pober as implementation director for its Pensions Dashboard Industry Delivery Group, Anthony Rafferty considers Age UK's recommendations on pensions dashboards <!--summary end--></p> https://www.professionaladviser.com/opinion/3078511/anthony-rafferty-pensions-dashboards-implemented https://www.professionaladviser.com/opinion/3078511/anthony-rafferty-pensions-dashboards-implemented Fri, 5 Jul 2019 11:31:35 +0000 David Simpson: Momentum is building for pension dashboards <p><!--summary start--> With the DWP expressing itself "delighted" by the quality of the 125 responses its pension dashboard consultation provoked, David Simpson assesses what now must happen to turn the concept into reality <!--summary end--></p> https://www.professionaladviser.com/opinion/3075093/david-simpson-momentum-building-pension-dashboards https://www.professionaladviser.com/opinion/3075093/david-simpson-momentum-building-pension-dashboards Fri, 3 May 2019 11:23:01 +0000 O&M systems launches TVC and APTA tool <p><!--summary start--> Software provider O&M Systems has launched a new transfer value comparator (TVC) tool to support advisers in the defined benefit (DB) transfer market. <!--summary end--></p> https://www.professionaladviser.com/news/3073711/-systems-launches-tvc-apta-tool https://www.professionaladviser.com/news/3073711/-systems-launches-tvc-apta-tool Fri, 5 Apr 2019 06:00:00 +0000 Curtis Banks goes digital with new website and adviser portal <p><!--summary start--> Self-invested personal pension (SIPP) provider Curtis Banks has unveiled its digital proposition for advisers, which includes a portal and new website for its recently consolidated product 'Your Future SIPP'. <!--summary end--></p> https://www.professionaladviser.com/news/3071624/curtis-banks-goes-digital-website-adviser-portal https://www.professionaladviser.com/news/3071624/curtis-banks-goes-digital-website-adviser-portal Mon, 25 Feb 2019 11:58:00 +0000 WPC letter urges government to legislate for pensions dashboard <p><!--summary start--> The chairman of the Work and Pensions Committee Frank Field has written a letter to the pensions minister urging him to commit now to legislation for the pensions dashboard. <!--summary end--></p> https://www.professionaladviser.com/news/3067372/wpc-letter-urges-government-legislate-pensions-dashboard https://www.professionaladviser.com/news/3067372/wpc-letter-urges-government-legislate-pensions-dashboard Sat, 1 Dec 2018 00:30:00 +0000 PensionBee savers to see pension alongside everyday savings <p><!--summary start--> PensionBee savers will now be able to see their live pension balance alongside their other savings and balances via the Money Dashboard app. <!--summary end--></p> https://www.professionaladviser.com/news/3066518/pensionbee-savers-pension-alongside-everyday-savings-balances https://www.professionaladviser.com/news/3066518/pensionbee-savers-pension-alongside-everyday-savings-balances Fri, 16 Nov 2018 11:20:00 +0000 Esther McVey: Dashboard will 'build on' DWP's state pension tool <p><!--summary start--> Esther McVey has reiterated the government's support for an industry-led pensions dashboard as she praised the success of auto-enrolment (AE). <!--summary end--></p> https://www.professionaladviser.com/news/3063686/esther-mcvey-dashboard-build-dwps-pension-tool https://www.professionaladviser.com/news/3063686/esther-mcvey-dashboard-build-dwps-pension-tool Mon, 1 Oct 2018 11:52:00 +0000 Pensions dashboard 'UMA': The acronym to make a dream into reality <p><!--summary start--> In the face of the daunting task of setting up a pensions dashboard that consumers can trust, Nick Caley and Michael Roe say user-managed access (UMA) is a little known but essential starting point <!--summary end--></p> https://www.professionaladviser.com/feature/3063383/pensions-dashboard-uma-acronym-dream-reality https://www.professionaladviser.com/feature/3063383/pensions-dashboard-uma-acronym-dream-reality Thu, 27 Sep 2018 10:43:00 +0000 Industry joins forces to discuss making pensions dashboard a reality <p><!--summary start--> Senior decision makers from more than 20 major pension providers and administrators came together on Tuesday to discuss how the pensions dashboard could be made a reality. <!--summary end--></p> https://www.professionaladviser.com/news/3062983/industry-comes-discuss-pensions-dashboard-reality https://www.professionaladviser.com/news/3062983/industry-comes-discuss-pensions-dashboard-reality Tue, 18 Sep 2018 16:19:00 +0000