Origo has launched a transfer tracking service, which will make it easier for advisers to monitor the progress of pension, ISA and GIA transfers.
The service, which is available on the Origo Integration hub, allows advisers to see the exact progress of clients' transfers online. It provides real-time data directly to a platform or provider's adviser...
‘Government must do more’
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
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