Cashflow planning software provider CashCalc has teamed up with former FCA technical specialist Rory Percival to launch a TVC/APTA-compliant tool ahead of new regulations being introduced in October.
The tool will be launched prior to new regulation from the Financial Conduct Authority (FCA) set to be introduced on 1 October, which will see transfer value comparator (TVC) and appropriate pension transfer...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
Fees 0.1% per annum or £20 per month
Square Mile's series of informal interviews
Percival on DB suitability
First trading loss in five years