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Technology

Technology

How do you see the platform market evolving in the UK? Can you see platforms becoming a vital part of how advisers do business?

Each month, we ask our industry to answer one big question!

clock 01 April 2009 •

Technology

Scottish Life launches online pension report system

Scottish Life has launched an online status report system, allowing advisers to check the service standards of a DC scheme.

clock 26 March 2009 •

Technology

PFS launches online TCF tools

The Personal Finance Society (PFS) is joining forces with compliance experts The Consulting Consortium to launch two new web-based tools to help advisers meet TCF requirements.

clock 23 March 2009 •

Technology

2Plan unveils novation help tool

National IFA 2Plan Wealth Management has launched a tool designed to help new recruits with client novation.

clock 20 March 2009 •

Technology

Macquarie wrap to launch next week

Macquarie wrap, the latest entrant into the UK platform market, will launch next week to its first adviser client.

clock 20 March 2009 •

Technology

Clerical Medical launches offshore e-services

Clerical Medical has rolled out an offshore illustration service for advisers, which will allow them to generate quotes more easily.

clock 18 March 2009 •

Technology

Twitter directory launched for IFAs

IFA Life has launched a directory of IFAs, financial planners and advisers who use blogging website Twitter for business.

clock 16 March 2009 •

Technology

AXA Winterthur launches adviser support site

AXA Winterthur Wealth Management has launched a new website to help advisers get the most from working with the restructured business.

clock 12 March 2009 •

Technology

Consumers warned on debt advice websites

The Office of Fair Trading has told 11 financial management businesses with 'look alike' websites posing as official or charity advice sites to close them down immediately.

clock 09 March 2009 •

Technology

Concerns raised over life company risk tools

An adviser has urged caution over the use of life company risk tools to design client portfolios after concerns surfaced about Zurich's Risk Profiler.

clock 06 March 2009 •
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