Novia launches pension transfer software

The "specialist report generation software" is designed, says Novia, to allow advisers to create pension transfer suitability reports when recommending wrap providers. Novia points out that that approximately 75% of assets sitting on wraps are destined to fund retirement. ""Retirement planning is for many advisers and their customers the most important component of a wrap, however, it is similarly one that can be fraught with logistical and process issues," says Martin Broomfield, Head of Marketing at Novia. "By combining the benefits of this software system with the flexibility of...