The Finance & Technology Research Centre (F&TRC) has launched a 'workplace pensions robo-paraplanner' designed to support advisers in helping find corporate clients a potential new workplace provider.
F&TRC said the technology could help advisers offer a better service and assist clients in identifying schemes with lower charges. It could also be used to validate a client remaining with their current provider, it added. Advisers using the tool can assess and compare large numbers of workplace pension providers and propositions quickly and then produce a bespoke report based on specific employer requirements and priorities. F&TRC director Ian McKenna said the tool covered 95% of the market and was able to generate detailed analysis of the suitable pension schemes available that woul...
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