OpenMoney partners with Iress to create new advice service
Launching 2020
“When we launch next year, we’re committed to offering a full-service package, with holistic advice for would-be homeowners available when they need it" - OpenMoney's James Brocklebank.
OpenMoney has partnered with technology firm Iress to launch an advice service for current and would-be homeowners.
The digital adviser said the new service will help address the advice gap faced by homeowners. When launched, the service will ensure every advised customer receives a full recommendation for a mortgage,...
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![Rory Pervical: "[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece."](/api/v1/wps/54eb332/982c284a-f116-498d-9f44-98218aa37de3/4/rory-percival-new-230x142.jpg "Rory Pervical: \"[What the FCA has] said about DB transfers you as firms should think about how you apply those more broadly across the retirement planning piece.\"")
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'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
As important as DB transfers
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Advisers can defer CPD this year in 'exceptional circumstances' - FCA
Defer to 2021/2022